Goal
- How to review Time Off Requests requested from Balances
Environment:
- Push Web App
Process:
- Click the Employees tab
- On the left-hand side of the screen click Shift Approvals
- Scroll to Vacation and Payout Requests
- On the left hand side, click Search Custom Dates
- Under Start, click the Whitebox and input the specific date
- Under End, click the Whitebox and input the specific date
- Check off the box that corresponds with Show Completed
- Once done, click the Magnifying Glass icon to search
- The page will refresh, scroll to Vacation and Payout Requests to review the requests
- Under Actions, click the Plus icon to approve the rejected request
- Under Actions, click the X icon to reject the approved request
Additional Information
To be able to review previous Time Off Requests by employees from balances, you can do so following the above.
Employee: will list the Employee name and the date and time the request was submitted
Start/End Date: will list the timeframe of the time off request
Request Amount: if part of a balance, it will show the hours/dollar amount used and taken
Other Employees Off: if applicable, will list other employees who have requested the same time off
Status: will list which Administrator approved or rejected the request or if it is still in pending
Actions: Checkmark indicates it is approved, X indicates it is rejected, both icons indicates it is waiting for approval/rejection
Please note, that only Super Administrators and Team Administrators with permissions to View/Update the Scheduler will be able to approve and reject Shift Approvals.
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