Module Navigation

View/Request Time Off from Employee Portal in Core HR

The "Time Off" page for Employees allows you to:

  • Review your time off balances and requests.
  • Submit new time off requests.
  • View holidays and blackout dates.
  • Review changes to time off balances and accruals.
  • See when your colleagues have time off to avoid conflicts.

The options available on the "Time Off" page will differ depending on what has been enabled and configured for your organization. 

Navigating to Requesting Time Off
  • Expand My Time, and click View/Request Time Off.

    CHR - Employee Homepage - Menu - View Manage Time - 01.png

CHR - Employee Homepage - Time Off Request - Time Off Tabs - 00.png

The "Time Off" page can provide the following tabs:

Time Off Summary

The "Time Off Summary" will list your time off balances and your time off requests (pending, granted, and denied).

Time_Off_Summary_-_00.png

Time Off Detail

The "Time Off Detail" shows a detailed breakdown of changes to your time off balances, such as time-off accruals, grants, etc.

Time_Off_Detail_-_00.png

Time Off Request

The "Time Off Request" tab allows you to submit a time off request to your manager for approval.

CHR - Employee - Employee Homepage - Time Off Request - 01.png

Submitting a Time Off Request

  1. Select the date(s) you wish to request off with the calendar.

    Time_Off_Request_-_11.png

  2. Click Add Selected Dates.

    Time_Off_Request_-_12.png

  3. The selected dates will populate step 3. Enter the following information:
    • Units - Enter the number of units for the given day(s).
    • Type - Specify the type of time off (paid time off, holiday, sick, etc.)
    • Comment - Provide any relevant comments, such as how you will take a half day, etc.

    Time_Off_Request_-_13.png

  4. If you added unnecessary dates, you can select them from the checkbox(es) to the left, go to the Actions dropdown menu, and click Delete Selected Records.
  5. Click Submit Request.

    Time_Off_Request_-_14.png

  6. Your manager will approve/deny your request. You can check on the status of your request from the "Time Off Summary" tab.

Holidays and Blackout Dates

The "Holiday & Blackout Dates" will list your organization's Holidays (such as Presidents' Day, Memorial Day, etc.) and Blackout Dates (such as company-wide trainings, meetings, etc.)

Holidays_Blackout_Dates-_00.png

If you are not seeing the expected holidays, click the filter icon CHR - Filter Icon.png to the right and make sure you are viewing the right year. The latest year with holidays/blackouts will be shown initially.

CHR - Employee Homepage - Time Off Request - Holidays - Filters - 00.png

System Emails

The "System Emails" tab will show a list of emails sent by Core HR relating to time off, such as time off accruals, time off requests, approvals, etc.

System_Emails_-_00.png

  • Click the ViewReport.gif icon to view a copy of the system email.
  • Click the filter icon CHR - Filter Icon.png to the right to filter the list of system emails.

    CHR - Employee Homepage - Time Off Request - System Emails - Filter - 00.png

Calendar

The "Calendar" tab will display the time off of other employees to help avoid conflicts when scheduling.

Weekly View Monthly View

Calendar_-_00.png

The calendar offers the following filter options:

CHR - Employee Homepage - Time Off Request - Calendar - Filters - 00.png

  • Manager
  • Employee
  • Type
  • Time Off Types
  • Year
  • Week
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