Administrators / ​Executives ​/ Directors / Managers / ​Manage Employees / Explore the People Section / Manage or Approve Employee's Time Off Requests
SET UP TWO-STEP VACATION APPROVALS
When an employee makes a request for time off (i.e., vacation days), it will automatically notify the person the employee reports to (this setting is in their Employment tab in their Employee Profile). It will also notify any Administrators in the company. 
  • The first to review can set the status to Approved - Pending Review.
  • A second manager/admin will need to "Approve" the request in order to finalize it.
SET UP EMPLOYEE TIME OFF
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • Stay on the "General Settings" tab and scroll down to "Day Labels". Here, you can select which types of days off you would and would not like to use by toggling the bar to "yes" or "no". You can also customize the name of each type of Time Off and add up to five new options.
  • After you have edited your day labels, scroll down, and click the blue SAVE SETTINGS button.
  • Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
  • Click on the employee whose time off you want to edit.
  • Go to their EMPLOYMENT tab and click the green EDIT EMPLOYMENT button.
  • Scroll down to Time Off.
  • Under "Starting Values", enter the number of remaining days that they have for each Time Off category (from now until the end of the year).
  • Under "Accrual Rates", enter the number of days that they have total annually for each Time Off category.  Set the "As Of" to the current date, not the first day of the year. If the employee gets an increase in total vacation days, do not adjust their initial accrual rates. Instead, click the blue "Time Off" button and make a new entry under Accrual Rates. Set the "As Of" date to the date that this change occurs on.
  • Once you are finished editing their time off, scroll down and press the blue SAVE EMPLOYEE button.
MANAGE/APPROVE TIME OFF REQUESTS
Step 1: View
  • When you log in, stay on your DASHBOARD.
  • Under NOTIFICATIONS you will see all the vacation requests that have come in. 
  • As a manager, you will be able to click on the request link to view and approve or deny the request.

Step 2: Approve or Deny
  • Once you have clicked on the request, you will be taken to a screen that shows all vacation requests from that employee.
  • Select the date(s) you would like to approve or deny.
  • Below the list of requests, you will see a section called "SELECTED".
  • Use the dropdown to mark the selected dates as:
    • Approved
    • Approved - Pending Review
      • Both the manager above the employee who made the time-off request and Admin users are able to approve a vacation request.
      • ​If you are the first manager/admin to select "Approved - Pending Review", a second manager/admin will need to "Approve" the request in order to finalize it.
    • Declined
    • Void
  • The NOTES field is optional if you would like to add further explanation.
  • Click SAVE and the employee will be notified.
MAKE A PERSONAL VACATION REQUESTS
  • On your DASHBOARD, click the REQUEST TIME OFF button to view your personal pending, approved or declined vacation requests.
  • Under the Request Time Off section, enter in the start date, end date, the type of time off, the number of hours, and any notes.
  • Click the SUBMIT TIME OFF button to notify your manager.
  • Your request will be marked as PENDING until the manager above you approves or declines your request (you will be notified at this time).
  • Note: be sure to only select working days (don't include any weekends or holidays in your time off request).