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How to Request Time Off in the Attendance App of MSPbots

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 Image Added 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.
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5. Click Add.
6. When the page displays Submitted successfully, it means the submission was successful.
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   Info
   You can click on PDF Export or CSV Export to download the PTO requests table. Image Added

How to Cancel a PTO Request

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.
3. Click on Cancel in the Operations column to access the Request Time Off pop-up.
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4. On the Request PTO pop-up, please make sure to check the Cancel? option.
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5. Click Confirm.

How to Set Leave Approval Manager

1. Go to Apps and open the Attendance APP.
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2. On the Attendance page, click on Settings, then select Options > Approval Flow.
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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.
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4. Click Save. 

How Approvers Approve Time Off Requests

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.
3. Click on Approve in the Operations column to access the Request PTO pop-up.
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4. Click Approve or Reject. Please use caution when selecting Approve or Reject, as the action takes immediate effect upon clicking.
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5. When the page displays Submitted successfully, it means the approval or rejection was successful.
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