Detail Forms:
The Time Off Request Policy determines the settings for how an employee can request time off via the Time Off Request form, a client terminal, or the Web Time Clock.
The employee's Time Off Request Policy will also be used on the Time Off Review form when a supervisor makes a time off request for the employee or approves the employee’s time off request.
This policy can be assigned to a single Employee/Person via the Employee Setting form, to an Employee Group with type POLICY_GROUP or FACILITY via the Employee Group Setting form, or to all users via the System Settings form. An Employee setting overrides an Employee Group setting, which overrides a System Setting. See Settings Precedence for more details.
See Also:
Time Off Request Policy Field Descriptions
Modify a Time Off Request Policy
Delete a Time Off Request Policy
Requesting and Approving Time Off
Policy Name
The identifying name of the rules that apply to this policy record.
Event List Sort
Determines how events are listed to the user:
Desc Then Name (by description then name)
Name Then Desc (by name then description)
Start Date, End Date
Identifies when this policy record goes into effect and when it is no longer effective.
Full Day Enabled
When this box is checked, a person can request a Full Day in a time off request. The number of hours in the time off request will be the number of paid hours in the person’s schedule for the day.
Half Day Enabled
When this box is checked, a person can request a Half Day in a time off request. The number of hours in the time off request will be half of the paid hours in the person’s schedule for the day. For example, a person is scheduled to work 6 paid hours on the day of the time off request. The person requests a half day off. The time off request would be for 3 hours.
Hours Enabled
When this box is checked, a person can make a time off request for a specific Hours Amount.
Balance Check
Indicates whether the system should allow a time off request if the employee does not have enough balance hours to cover the time off request.
Ignore: If the employee does not have enough balance hours to cover the time off request, the system will allow the time off request but will display a brief message.
Confirm: If the employee does not have enough balance hours to cover the time off request, the system will display a warning message. The user can decide whether to proceed with the time off request.
Forbid: If the employee does not have enough balance hours to cover the time off request, the system will not allow the time off request.
Over Schedule
Indicates whether the system should check to see if a time off request for an Hours Amount exceeds the person’s mandatory scheduled hours. This check will include pending and approved time off requests for the person in any of the days in the range. If the Start Timestamp plus the Hours Amount exceeds the person’s mandatory scheduled hours, or is outside the bounds of the person’s mandatory schedule, then the Confirm or Forbid message will appear.
Ignore: The system will not check to see if the time off request exceeds the employee's mandatory scheduled hours.
Confirm: If the time off request exceeds the employee's mandatory scheduled hours, the system will display a confirmation message. The user can decide whether to proceed with the time off request.
Forbid: If the time off request exceeds the employee's mandatory scheduled hours, the system will not allow the time off request and will display a warning message.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Configuration > Policies > Time off Request Policy.
Click Add.
Enter a Group Name for the Time Off Request Policy.
Select an Event List Sort setting.
Enter a Start Date and an End Date for the Time Off Request Policy.
Check the Full Day box if you want to allow the employee to request a Full Day off.
Check the Half Day box if you want to allow the employee to request a Half Day off.
Check the Hours Enabled box if you want the employee to request time off in hours.
Select a Balance Check setting.
Select an Over Schedule setting.
Once you have made your changes, click Save.
Click Main Menu > Configuration > Policies > Time off Request Policy.
Select the record you want to modify and click Modify.
Once you have made your changes, click Save.
Click Main Menu > Configuration > Policies > Time off Request Policy.
Select the record you want to delete and click Delete.
Click OK to confirm the action.