How to request time off under legacy rules.
Time off requests
A legacy method for requesting time off similar to prior versions will remain in CommunityWFM for now (Plan > Time off requests > Request planned time off or Request a recurring time off event). However, we recommend that you explore the new features available in the time off worksheet.
The Time Off Worksheet is where you can review your time off accrual balances, time off settings, the PTO policy to which you are assigned, and whether you are on a restricted action plan. A convenient menu on the left will link you to your list of upcoming time off, current and upcoming Calendar Partitions (if participating), and links to request time off or request a recurring time off event, all in one place.
Note: If you are a participant in a calendar partition (advanced vacation), you cannot request time off unless there is as calendar partition in place. You will receive the following message:
Traditional time off requests
Plan > Time Off Requests > Request planned time off or Request a recurring time off event or use the same forms from the time off worksheet.
Select planned time off for a one-time partial day event, a single full day, or multi-consecutive day events.
Select recurring event for partial day events that occur on more than one day (consecutive or non-consecutive), or for full day events that occur on more than one non-consecutive day.
Request planned time off
Complete the Request time off worksheet.
Are you requesting off a portion of a day or a whole day(s)? Select All day or partial day. Partial days can only be for a single date. If you have multiple partial day events (e.g., off every Tuesday and Thursday morning), request a recurring time off event.
Request type: Select from the available event types.
Start date / End date: Dates must be consecutive. For non-consecutive days, request a recurring time off event.
Should all dates in the date range be approved together? Is the request all or nothing? If you can’t have all of the days off, do you want to have at least some? The default option is No, some of the dates can be approved and some denied.
Note: This option must be Yes for the waitlist to be available.
Comments: Required.
Click Next.
The validation engine will run and let you know whether your request will likely be approved or denied and why. If there are rules not met, you can go back and make changes to your request. Or you can proceed and Save request.
Saving the request sends it to your supervisor team. After saving, you will see a summary of your request.
Click Finish.
Note: The green check does not mean that your request has been approved. It only means that it is likely to be approved.
Your requests will appear in the Pending and Upcoming requested time off module. Refresh the page if needed to view them.
View pending and upcoming time off requests
You can view, delete, and edit (disabled for some), or add to the waitlist (for some requests) current requests.
Go to Plan > Time off worksheet then select Time off overview from the Time off worksheet options.
Supervisor view
Supervisors will be able to review, approve, deny, and revalidate requests in their Pending requests module.