Mobile: Time Off Requests

One of the Mobile Application main modules is My Time Off Requests. In this module, you can view and manage your time off details - view accrual balances, view upcoming and past time off requests, and edit and create new time off requests.

Mobile users with the appropriate permission can access this module by tapping on the button on the application’s home screen.

This article contains the following topics:

• View  Time Off Requests
• Submit a new time off request
  • Full Day / Multi-Day time off request
• Edit a time off request
• Cancel a time off request

View My Time Off Requests

1. To open the ‘Time Off Requests’ module, tap on the Time Off Requests on the home screen:
    
2. To view details for a specific time off type, tap on that name at the top of the screen or swipe left/right on the screen. Accrual details are also displayed at the top of the screen for each specific time off type, so you can see how many units you have earned, used, planned, or are available to use.

Submit a new time off request

You are able to submit your time off requests directly through the mobile app.

Full Day / Multi-Day time off request

1. Tap on the action button in the bottom right corner of the screen. This will open the New Request screen.

2. Fill in the request details:

   1. Start Date – Tap on the date to open the date selector. Select the first day of your requested time off.

   2. End Date – Tap on the date to open the date selector. Select the last day of your requested time off.

   3. Units – Populate with the amount of shift hours by default.  Tap on the right of the Units field to open the editor. Add the number of units (hours) you want to withdrawal from your time off balance for the requested time off.

   4. Reason – Tap reason for absence to open a list of absence reasons. Select the reason for your time off request and tap Done in the top right of the screen or Cancel in the top left to return to the previous screen.

   5. Preference (optional) – If you are submitting multiple time-off requests, you can rank your preference for the time off – e.g., 1 for 1st choice, etc.

   6. Comment (optional) – You can add a comment about your request that may help in the Approval process.

3. Tap SAVE in the top right corner to submit your request for review & approval

Edit a time off request

Time off Requests are editable as long as they are in the future and still in Requested status. Once the requested date has passed or it is reviewed by your supervisor or administrator, it will no longer be editable but you will still be able to view the time off request details. Editable requests will have a pencil icon on the right of the request details, non-editable requests will have an arrow on the right of the request details.

1. Tap on the on the right of the time off request that you want to edit.

2. Update any applicable fields with your edits.

3. Tap SAVE on the top of the screen to save and resubmit for review & approval or tap the arrow on the top left of the screen to return to the previous screen without saving your changes.

Cancel a time off request

Time off Requests can be cancelled as long as they are in the future and still in Requested status. Once the requested date has passed or it is reviewed by your supervisor or administrator, you will no longer be able to cancel it.

1. Tap on the pencil icon on the right of the time off request that you want to cancel.

2. Tap CANCEL on the top of the screen to cancel the request.

3. A confirmation dialog will pop up, asking if you’re sure you want to change the status of the request to Cancelled. Click YES to cancel or NO to return to the time off request details.