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  1. Go to Apps and open the Attendance app.
  2. On the Attendance page, click on Settings, then select PTO Requests.

  3. Click the +New button to open the Request Time Off pop-up window. 

  4. On the Request Time Off window, select the Date Range and fill in the Reason field. 
  5. Click Add. The message "Submitted successfully" appears to show that the submission is successful.


    Tip

    Download a PDF or CSV copy of the PTO requests list by clicking the PDF Export or CSV Export buttons. 

    Info

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


How to

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cancel a PTO

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request

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This procedure is for canceling PTO requests. It also applies to administrators who want to cancel a PTO request on behalf of other 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 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 window.

  4. On the Request PTO pop-up, please make sure to check the Cancel? option.
  5. Click Confirm.

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