Use the Time Off Dashboard to review and approve time off
requests.
Leave codes configured to go through the approval
process have Require Manager
Approval selected in the portal setting Extended Leave Code Configuration
located under Admin > Portal
Settings > Time-Off > General
Configuration
Select Approval > Time Off Dashboard.
By default, this page shows only items
that require review. To view a calendar grid of all requests (approved,
rejected, and pending as well as assigned holidays) select the Show Calendar button.
Note: You may need to modify the Request Date filter at
the top of the page if the request falls outside of the default dates
shown.
In the grid area, select Review to see the full
details for a request.
Details include notes from the person making the
request, available hours, request date, and others assigned to approve the
request.
Choose how to handle the request:
Select Approve to approve requested time
off.
Select Reject to reject the requested time
off.
If the employee will no longer be taking the requested time off, select
Cancel.
Employees can cancel their own time off requests up to the
Requested Date.
The Time Off Dashboard and Manage My Time
Off page (Request History section) update
to show the new Status as Approved, Requested, or
Canceled, as appropriate. For approved and rejected requests, an automated email
is sent to the employee who requested the time off and the approver.
Optionally, use the Reviewer
Note field to enter a note to the employee who requested the
time off.
This note is included in the emails sent for approved and rejected time off
requests.
Approved requests do not update timecards in the
portal or in Vista. The proper earn codes must be applied to the timecard (either in
Vista or the portal) in order to update the leave code in Vista.