How To Approve Or Reject A Leave Management Time Off Request From An Employee's Profile

Goal

• How to approve a specific employee's time off 
• How to deny an employee's time off request from a balance from their profile 

Environment:

• Push Web App

Process:

Approve a pending request:

1. Click the Employees tab
2. On the left-hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or Inactive
3. Under Search, input the name of the employee
4. Under Edit, click the Pencil icon that corresponds with the specific employee
5. On the left-hand navigation bar, click Time Off 
6. Under Time Off For X, each Policy/Balance that the employee is part of will be displayed with the current Hours/Days available, what has already been taken, and when the amount resets
7. To the right, click the drop-down menu that corresponds with Payroll Year and select the relevant Year to filter requests if applicable
8. Click Pending to see a list of all Time Off Requests that are awaiting action 
9. Under Actions, click the Check Mark icon that corresponds with the relevant request you wish to approve
10. In the Confirm Action pop-up, click OK
11. The page will refresh, and the time off request has been approved!
    1. The system will automatically create an Earning and Deduction entry to pay and/or adjust the balance in the relevant pay period, and the Pending Request will move to the Approved section!
    2. The system will automatically note the employee is away on the Scheduler for the relevant dates

Reject a pending request: 

1. Click the Employees tab
2. On the left-hand navigation bar, select the appropriate Employee List: Active, Pending, On Leave, or Inactive
3. Under Search, input the name of the employee
4. Under Edit, click the Pencil icon that corresponds with the specific employee
5. On the left-hand navigation bar, click Time Off 
6. Under Time Off For X, each Policy/Balance that the employee is part of will be displayed with the current Hours/Days available, what has already been taken, and when the amount resets
7. To the right, click the drop-down menu that corresponds with Payroll Year and select the relevant Year to filter requests if applicable
8. Click Pending to see a list of all Time Off Requests that are awaiting action 
9.  Under Actions, click the X icon that corresponds with the relevant request you wish to reject
10. In the Confirm Action pop-up, click OK 
    1. Once done, click Approve Requests
11. The page will refresh, and the time off request has been rejected! The system will automatically move the Pending Request to the Rejected section!

Additional Information

Administrators will have the ability to manage Time Off Requests that are associated with Leave Management from an employee's profile. Easily view a specific employee's Time Off from a specific Policy/Balance or manage across all employees under Shift Approvals. 

• Start/End Date: The employee's chosen date(s) will be listed as to when they will be away, a comment that was inputted, as well as which Policy/Balance they are requesting from
  • For example, if there is a discrepancy with the chosen dates or comments, this will allow users to have a further discussion with the employee
• Request Amount: The employee's current balance amount, total request, as well as a breakdown per day will be displayed
  • For example, an employee is requesting time off that they do not have enough hours/days for; this may be a deciding factor in rejecting the request
• Other Employees Off: Any other employees with the same Position that have already been approved for time off will be listed
  • For example, if there are multiple employees listed, this may be a deciding factor to reject this time off request as your business cannot afford to have so many employees off at the same time who work the same role

Once the request is approved, you will be able to see the Earning and Deduction Entries listed. Please review the following article on how to review: How To View, Search, And Filter Previous Earnings and Deductions. Users will also be able to make changes to these entries if needed!

When the relevant payroll is processed, users will be able to see on the paystub that the balance has lowered to match the amount of days/ hours taken, as well as a payout to the employee if they requested from a paid Policy.

If the employee is salaried and part of an Unpaid or Paid Policy, their regular pay will automatically be lowered with an Earning and Deduction entry that is a negative amount based on the approved time off request. If this is not occurring in your account, please contact the Push Support Team at support@pushoperations.com to enable a feature.

Employees will receive an email notification once a request is approved or rejected. They will be able to manage and view their requests from a Desktop or a mobile device from the Push Employee app.

Please note that only Super Administrators and Team Administrators with permission to View/Update the Scheduler by Position(s) can approve and reject time off requests associated with Leave Management.

Related Articles

• How To Approve Or Reject A Leave Management Time Off Request From Shift Approvals
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