Overview

This article provides a comprehensive guide on how to submit and cancel PTO (Paid Time Off) requests in Attendance app. It also explains how administrators can assign approvers for user-submitted PTO requests, and how approvers can easily approve or reject such requests. Furthermore, the article highlights the administrative ability to create, edit, and delete PTO requests on behalf of users.

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How to Request Time Off in the Attendance App of MSPbots

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Guide users on how to create PTO requests, with administrators also being able to create PTO requests on behalf of users.

1. Go to Apps and open the Attendance APP.
   
2. On the Attendance page, click on Settings, then select PTO Requests.
   
   
3. Click to open the Request PTO pop-up.
4. On the Request Time Off pop-up, select the Date Range and provide a reason for your leave.
   
5. Click Add.
6. When the page displays Submitted successfully, it means the submission was successful.
   

   Info
   You can click on PDF Export or CSV Export to download the PTO requests table.

How to Cancel a PTO Request

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Guide users on how to cancel PTO requests, with administrators also being able to cancel PTO requests on behalf of users.

1. Go to Apps and open the Attendance APP.
   
2. On the Attendance page, click on Settings, then select PTO Requests.
   
   
3. Click on Cancel in the Operations column to access the Request Time Off pop-up.
   
   
4. On the Request PTO pop-up, please make sure to check the Cancel? option.
   
5. Click Confirm.

How to Set Leave Approval Manager

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Guide administrators on how to set up approvers for PTO requests.

1. Go to Apps and open the Attendance APP.
   
2. On the Attendance page, click on Settings, then select Options > Approval Flow.
   
   
3. Fill in the following fields.
   • All/One
     • One Must Approve - Approval process completes when one person agrees or rejects.
     • All Must Approve -  Approval process completes when all individuals approve, or if one person rejects.
   • Approvers - Admin sets one or multiple approvers. You can directly choose {Your Manager}, or select one or multiple approvers.
   • Exceptions - Approval in exceptional circumstances.
     
     
4. Click Save. 

How Approvers Approve Time Off Requests

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Guide approvers on how to review (approve or reject) submitted PTO requests.

1. Go to Apps and open the Attendance APP.
   
2. On the Attendance page, click on Settings,  then select PTO Requests.
   
   
3. Click on Approve in the Operations column to access the Request PTO pop-up.
   
   
4. Click Approve or Reject. Please use caution when selecting Approve or Reject, as the action takes immediate effect upon clicking.
   
5. When the page displays Submitted successfully, it means the approval or rejection was successful.