How to Set Up PTO Requests in the Attendance Manager

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:

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

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 create, edit, and delete their PTO requests, saving time and reducing the complexity typically associated with the process. On the other hand, administrators can efficiently assign 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 

• 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 

This procedure is for creating PTO requests. It also applies to administrators who want to file 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 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.
   
   
   

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

How to Cancel a PTO Request

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

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

Guide approvers on how to review (approve or reject) submitted PTO requests.

1. Go to Apps and open the Attendance 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.
   
   
4. Click Approve or Reject. Please use caution when selecting Approve or Reject, as the action takes immediate effect upon clicking.
   
5. When the page displays Submitted successfully, it means the approval or rejection was successful.