How to make a time off request in an open selection calendar under calendar partition rules.
Making time off requests
If you are part of a calendar partition that is in an active bid round, you cannot make a separate request for time off within the calendar dates. Any requests must be made through the bidding process. After all bidding is complete, the calendar may move to open selection with different rules (for example, some may have bidding for weeks of time, then move to open selection where people may request single days).
Making a request in open selection
After you receive the notifications that you are included in a calendar partition and that the calendar is available, you can submit time off requests.
Go to Plan > Time Off Worksheet
There are two ways to launch the request time off window. To view available time and the likelihood of having your request approved, use the second method (calendar partitions).
1. In the left side menu select Request planned time off.
OR
1. Select Calendar Partitions.
2. In the Current and upcoming calendar partitions click on your partition.
3. Go to the Classification Summary and click Available time off or in the left side navigation click Available time off.
4. After the calendar loads, scroll to the bottom and select Request time off.
With the calendar partition view, you can see with a glance the likelihood of having your request approved and view your current requests. Green days will likely be approved. Yellow is less likely to be approved. Red is unlikely to be approved.
You can change the calendar display to include or exclude designated special days, available days, and your current requests.
Clicking on a day in the calendar will show details of current requests and whether you are likely or unlikely to receive approval for your time off request for that day.
The time off request worksheet is the same regardless of the path you take to launch it.
Are you requesting off a portion of a day or a whole day(s)? Select All day or partial day. With partial days you have the option to enter the specific hours for your request. With All day, you can indicate whether the request may be approved if only some days are available or if it must be all approved or nothing.
Request type: select the type of time off event to apply to this request.
Start date and End date: Enter the date(s) of your request. End date only appears if the request is All day.
Start time and End time: Only appears for partial day requests.
Should all dates in the date range be approved together? Only appears for All day requests.
Comments: Enter a reason for your request. This field is required.
When you click Next, the system will run validation rules against your request and let you know whether the request is likely to be approved and the reason(s) why it is approved (“passed”) or failed. If there’s a green check at the top, your request will likely be approved.
You can Save request even if it fails, or select Back to revise your request. Saved requests will be reviewed by the Auto-Approve service and your supervisor team. If you don’t have sufficient accrued time, the Auto-Approve service will deny your request and send you a notification.
On the next screen, click Finish to finalize your request.