Attendance Manager users can submit and manage paid time off (PTO) requests in the app. This guide provides employees and administrators instructions for effectively handling PTO requests and overseeing the entire process. 

What's in this article:

Introduction

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.

Why should I use the Attendance Manager for PTO-related tasks?

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PTO requests and approvals can be a tedious and complex process for some companies and large organizations. With the Attendance Manager, you have a tool where performing PTO-related activities is simple and can be done seamlessly in one place. By following the instructions outlined in this article, employees will be able to conveniently manage create, edit, and delete their PTO requests, saving time and reducing the complexity typically associated with the process. With the help of the Attendance appOn the other hand, administrators can efficiently assign and manage approvers, streamlining the approval workflow. This greatly facilitates the overall PTO management process, fostering a more organized and efficient work environment.

The purpose of this article is to provide clear instructions and guidance for both employees and administrators, ensuring they fully understand how to navigate and utilize the various features of the Attendance app. This resource aims to empower users with the knowledge needed to effectively handle their PTO requests, while also helping administrators better manage and oversee the entire process.

How to Request Time Off in the Attendance App of MSPbots

approvers for user-submitted PTO requests and easily approve or reject requests assigned to them.  Furthermore, this article highlights the administrative ability to create, edit, and delete PTO requests on behalf of users. 

Prerequisites for using the PTO Requests feature 

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• The user should be added to the Attendance Team Member list to be able to use the Attendance Manager and file PTO requests. 
• PTO approval and assigning approvers are done by users with the admin role and permissions only.

How to request Paid Time Off 

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This procedure is for creating PTO requests. It also applies to administrators who want to file a PTO request on behalf of other users. 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 app.
   
2. On the Attendance page, click on Settings, then select PTO Requests.
   
   
3. Click Image Removed the +New button to open the Request PTO Time Off pop-up window. 
   Image Added
   
4. On the Request Time Off pop-upwindow, select the Date Range and provide a reason for your leave.fill in the Reason field. 
   
5. Click Add. When the page displays Submitted successfully, it means the submission was The message "Submitted successfully" appears to show that the submission is 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.

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