Administrators will have access to Time Off in ExakTime by default, while other users such as employees or managers must be granted permission to access time off plans or requests in ExakTime Connect and ExakTime Mobile.

Table of Contents

• For ExakTime Connect
• For ExakTime Mobile

For ExakTime Connect

ExakTime Connect administrators will have full "Time Off" permission enabled by default. Other ExakTime Connect Security Roles will need the appropriate permissions enabled, such as your basic employees to request time off and managers to approve time off requests.

• Go to Manage and click Security Roles.

  

• Click the ExakTime Connect tab.

  

• Select an existing security role or create a new security role.

  

• Enable the appropriate User Notification Settings so users can view/adjust their notification settings from ExakTime Connect.

  

• Enable the appropriate Time Off permissions from the options on the right-hand side.

   

  • Time Off Plans - Allows access to create/edit time off plans. Add and manage employee plan assignment. Allows access to Time Off Plans page
  • Approve Time Off Requests - Allows access to the Approvals and All Requests tab of the 'Time Off Requests' page. Will also allow permission to cancel a pending or approved time off request for situations where employees are unable to cancel their requests themselves so time cards can be adjusted for payroll. 
    • Access - Allow employee to approve/deny time off requests and the ability for user to create time off request for users within their viewset
    • Approve Own Requests - Allows employees to approve/deny their own time off requests.
  • Request Time Off - Allows employees to create and submit their own time off requests.
• Save your changes. 

Refer to related resources for any questions about Connect Security Role permissions and how to assign them.

• ExakTime Connect Permissions And What They Do
• How to Assign ExakTime Connect Security Roles Through Employee Profile
• How to Assign ExakTime Connect Security Roles Through Security Roles

For ExakTime Mobile

ExakTime Mobile Administrators will have all "Time Off" permissions enabled by default. Other ExakTime Mobile Security Roles will need the appropriate permissions enabled, such as your basic employees to request time off and managers to approve time off requests.

Required Versions for ExakTime Mobile

For your employees to review, submit, and/or approve time off requests, they must have ExakTime Mobile version 2.85. 

Granting Permission

• Go to Manage and click Security Roles.

  

• Select an existing security role or create a new security role.

  

• Enable the appropriate Time Off permissions from the options on the right-hand side.

  

  • Approve Time Off Requests - Allows employees to approve/deny time off requests and the ability for the employee to create time off requests on behalf of other employees within their viewset
    
    • Approve Own Requests - Allows employees to approve/deny their own time off requests.
  • Request Time Off - Allows employees to create and submit their own time off requests.
• Save your changes. 

Refer to related resources for any questions about Mobile Security Role permissions and how to assign them.

• ExakTime Mobile Permissions And What They Do
• How to Assign ExakTime Mobile Security Roles Through Employee Profile
• How to Assign ExakTime Mobile Security Roles Through Security Roles