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Attendance Manager users can easily submit and manage their paid time off (PTO) requests in within the app. This guide provides step-by-step instructions for employees and administrators instructions for to effectively handling handle PTO requests and overseeing oversee the entire process. 

What's in this article:

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

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Managing employee PTO requests and approvals can be a tedious complex and complex time-consuming process for some companies and large organizations. With However, with the Attendance Manager, you have a tool where performing , the process is made simple and seamless, allowing employees to perform 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 This article outlines step-by-step instructions for employees to create, edit, and delete their PTO requests conveniently, saving time and reducing the complexity typically associated with of the process . On the other handand saving time. Meanwhile, administrators can efficiently easily assign approvers for user-submitted PTO requests and easily efficiently approve or reject requests assigned to them.   FurthermoreAdditionally, this the 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 in the Attendance Team Member list to be able have access to use the Attendance Manager and file PTO requests. 
• Only users with the admin role can approve PTO requests and assign approvers.   
• The user applying for the PTO must be assigned to the correct approving manager(s) in the MSPbots User Management, which is synced with the company's Azure Active Directory (AAD). For more information on assigning managers to employees, refer to How to Set Up Manager and Job Title Info for Employees. 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 Follow this procedure to submit PTO requests. It The steps also applies apply to administrators who want to file a PTO request on behalf of other users. 

1. Go to Apps and open the Attendance app.
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2. On the Attendance page, click on Settings, then select PTO Requests. 
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3. Click the +New button to open the Request Time Off pop-up window. 
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4. On the Request Time Off window, select the date(s) for your time off from the Date Range field and fill in the Reason field. 
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5. Click Add to send your request. The message "Submitted successfully" appears to show shows that the submission is successful.
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   Tip
   Download a PDF or CSV copy of the PTO requests list by clicking the PDF Export or CSV Export buttons.

How to cancel a PTO requestrequest 

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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. 
   
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2. On the Attendance page, click on Settings, then select PTO Requests. 
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3. Click on Cancel in the Operations column to access the Request Time Off pop-up window.
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5. On the PTO Requests list, click on Cancel under the Operations column.
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6. When On the Request PTO pop-up , please make sure to check the window opens, turn the Cancel? option switch ON. 
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7. 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. 
   
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2. On When the Attendance page opens, click on Settings, then select Options > Approval Flow. 
   
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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 in exceptional Use this field to select an approver for special circumstances. 
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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. 
   
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2. On the Attendance page, click on Settings,   then select select PTO Requests.
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3. Click on Approve in the Operations column to access the Request PTO pop-up.
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5. On the PTO Requests list, click Approve under the Operations column. 
   
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6. When the Request Time Off window appears, click Approve or Reject. 
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   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.

   
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7. The message "Submitted successfully" appears to show that When the page displays Submitted successfully, it means the approval or rejection was successful.
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   Tip

   Once the requester's PTO request is approved, the requester's PTO status will be displayed in the format PTO: {time point A} - {time point B} on the requester's Attendance app card, for example, PTO: 2024/01/08 21:00:00 EST - 2024/01/10 00:00:00 EST. The displayed time zone depends on the time zone of the person viewing the individual card. This makes it easy for anyone to view the requester's vacation plans, and the team can schedule meetings, projects, and task assignments more easily based on the requester's vacation plans, avoiding any confusion or time conflicts.

   
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Related Topics 

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