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How to cancel a PTO 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 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 the PTO Requests list, click on Cancel in the under the Operations column to access the Request Time Off pop-up window.

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

How to

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assign an approver 

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This procedure is for assigning approver(s) of PTO requests. Only administrators can set the approvers in the Attendance 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 app.
  2. On When the Attendance page opens, click on Settings, then select Options > Approval Flow.

  3. Fill in the following fields.
    • All/One - Select from the following: 
      • One Must Approve - Approval The approval process completes is completed when one person agrees or rejects.
      • All Must Approve -  Approval The approval process completes is completed when all individuals approve, or if one person rejects.
    • Approvers - Admin sets Select one or multiple approvers. You can directly choose {Your Manager} , or select one or multiple approvers.
    • Exceptions - Approval Use this field to select a user for approval in exceptional circumstances. 

  4. Click Save

How

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to approve time off requests

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 This procedure guides administrators in reviewing PTO requests for approval review (approve or reject) submitted PTO requests.

  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 Approve in the Operations column to access the Request PTO pop-up.
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  4. On the PTO Requests list, click Approve under the Operations column. 
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  5. Click Reject to reject a request.

    Note

    Remember to take

    Click Approve or Reject. Please use

    caution when selecting Approve or Reject

    , as

    because the action takes immediate effect upon clicking. 


  6. When the page displays Submitted successfully, it means the approval or rejection was successful.


Related Topics 

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