1. From the Payroll module, click Time Off Request.
  2. Click New button

  3. The employee should select Employee No from the combo box
    1. Name field is read-only and will be automatically populated after selecting the Employee No.
    2. Request No. field is read-only and will be automatically populated after Time Off Request is submitted
    3. Employee should select Time Off date in Date From and Date To fields
    4. Department field will be automatically populated after selecting the Employee No., employee can still select different department if employee has multiple departments
    5. Date field is read-only and has current date as default value
    6. Employee then should select the time off type in Time Off ID
    7. After selecting, employee should enter number of hours in Request Hours field
    8. Earned to date, Used to date and Balance to date fields are read-only fields automatically populated when Time Off ID is selected
    9. Employee can optionally add reason for time off in Reason field
    10. The same for reason, employee can optionally add address while on time off in Address while on Time Off field
  4. Click Save button
    1. If employee has no approval list setup for time off, then time off request does not require approval
    2. If employee has approval list setup for time off, then time off request is submitted and will require approval
  5. Click Post to Calendar button
    1. Employee can now view time off in Time Off Calendar

 

 

 

 

 

 

 

 

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