The "Review Time Off Requests" menu allows Time Managers in Core HR to:
- Approve/deny paid time off requests of direct reports.
- Review holidays and blackout dates for your organization.
- Review a calendar of your employees' time off to avoid overlap.
We also offer a video training for this topic on Arcoro Learning.
Managers will have two ways to navigate to the expense reports:
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Expand Manager Links and click Review Time Off Requests from the menu.
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Click the number from the "Management" widget on the Employee Portal homepage.
Time Off Requests Menu
The "Time Off Requests" menu will present a series of tabs for managers to review approvals, blackout dates, current balances, and more.
Time Off Approval
The "Time Off Approval" tab allows Managers to approve or deny pending requests from their direct reports. The data on this tab can be filtered by Date and by four different categories.
The "Time Off Approval" tab provides the following columns:
- Employee - Clicking the name of the employee will take you to the "Employee Management" tab for the employee.
- Request Date
- Type
- Status
- Units
- Balance
- Comment - The comment provided by the requester.
Approving/Denying a Request
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Click the checkbox to the far right of a request.
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Click Approve Selected Records or Deny Selected Records from the Actions drop-down menu.
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Confirm the approval/denial.
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If you denied the request, you can provide a comment up to 100 characters as the reason for the denial.
- The system sends the employee an email informing them of the status of their request when time off requests are approved or denied.
Holiday & Blackout Dates
The "Holiday & Blackout Dates" tab will list any holidays and blackout dates to consider when approving/denying a request.
Calendar
The "Calendar" will display the time off information of employees to determine if any other employees are taking time off, to ensure you have adequate coverage.
When using the calendar, use the filters to make sure that the appropriate date range is reviewed.
Employee Management
The "Employee Management" tab allows you to review an employee's time off information, such as their balances for various PTO types, balance adjustments, and forecasted time off balances. Simply select an employee from the dropdown menu to review their time off information.
The following tabs will be listed:
Time Off Summary
The Time Off Summary tab allows you to quickly review the overall time off hours for an employee based on the type of time off and pending, granted, and denied requests.
Select the employee with the dropdown menu to review a summary of their time off, such as accrued hours, requested, remaining, approvals/denials, etc.
Clicking the filter icon allows you to filter the list by the year.
Time Off Detail
The time off details will list changes to an employee's balance, such as accrued, granted, etc.
Granted transactions will be automatically converted to Taken transactions shortly after midnight of the Transaction Date (or the next processing date if a granted transaction is added for a date in the past).
Clicking the filter icon allows you to filter the list by the year and time off type.
Creating a Time Off Record
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Click Add New from the Actions drop-down menu.
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Enter the following information:
- Select Time Off Type
- Select Transaction Type
- Select Transaction Date
- Enter Units
- Enter Comments
- Click Add Transaction when finished.
Time Off Forecast
The "Time Off Forecast" allows you to calculate and see if the time off units and balances for an employee to see if they would accrue enough paid time off by the requested time off will occur for the next year. Select the employee from the dropdown menu and click Calculate Time Off Forecast to review.