How do I approve leave requests? – Help Center

Question

How do I approve leave requests?

Answer

Background

Leave requests facilitate the scheduling of employee time off. Depending upon your policy settings, your leave requests will automatically show up on your timesheet for the requested days when the request is approved. Note that the term "Leave" may have been renamed by an administrator to "Time Off" or some other terminology.

Leave Request Properties:

Property	Description
Request Type	The type of leave request. The request type is a pay code, and if you are a manager you can configure these from the System >> Pay Codes page.
Start Date	The first day of the leave.
End Date	The last day of the leave.
Partial Day	If you are not taking a full day you can check this option to allow you to enter the start time and finish time. Note that you may not see this option if you are not allowed to take partial days of leave for the selected request type. This is controlled by the Time Entry Rules minimum/maximum leave hours setting.
Requested Leave	The number of leave days/hours to be taken. This will default to the number of days in the selected date range, excluding any weekend days or holidays.
Description	A description of this leave request.

Once you have submitted a leave request you can monitor its approval status from the "Home page.

Approving Leave Requests

Leave requests require at least one approval level be enabled.

You can configure approval levels from the System >> General >> Approval Levels
In addition, you need to be assigned as an approver to one or more employees to be able to approve leave requests.

See How do I define and use approval levels for time, leave, expense and projects? for more information on setting up approvals.

Navigate to the Leave Requests tab.
By default you will see a list of all future requests.
You can narrow or refine the list using the search properties on the page.
Click the appropriate checkbox in the list.
Click Save.

Clicking the Date hyperlink in the list will show more details about the request.

Email Notification

If notices are enabled the employees will automatically receive an email indicating whether their request was approved or rejected.

To configure email notices for leave requests go to the System >> Notices page.

Leave Request Policy Rules

Administrators can configure policy rules for leave requests from the System >> Policies >> Schedule Rules page.

See How do I enabled leave requests as an administrator? for more information on enabling approvals and policy settings.