Adding an Employee Unavailability Request

To add a new employee request, complete the following steps:

  1. From Actions > Approval, open the Unavailability Requests screen.

  2. Click on the Add button in the left pane to open a screen to add a new employee request.

  3. Use the employee search page to enter criteria to locate the employee record.

    From the results list, select the employee by clicking on the plus icon to the left of the employee record.

  4. From the Classification field, select the Unavailability option from the menu.

  5. Enter the Range Begin Date and Range Begin Time to indicate the date and time of the beginning of the unavailability time frame.

  6. Enter the Range End Date and Range End Time to indicate when the unavailability request ends.

  7. If using the Request Off Replacement Feature, enter either the Activity Code or the Pay Code value to replace the activity code that would ordinarily be scheduled for this employee.

    Note  

    This feature only applies when running the scheduling process after the request has been approved.

  8. Enter a Reason for the request, such as "Vacation".

  9. Click on Save to save the record and submit the request.

  10. The screen now displays the action buttons to handle the request (Approve, Cancel, Deny, Pending Review and Delete Request). The user has the option to update the status of this request now, or it can be updated later by the same user or by another supervisor.

  11. Enter any Reviewer Comments with additional information on why a request was approved, denied, or pending review.

  12. The status of the request can be tracked by the employee on Home Page > My Unavailability Requests or on the Employee record > TCS > Requests.

 

The following related topics are available:

Entering a Pending/Published Schedule (via the Add Calendar Screen)

Adding an Employee Recurring Unavailability Request

Handling a Request to Work Record

Viewing and/or Handling a Trade Request