Request Time Off with Balance Forecasting - Annual Leave


Concept

In this topic, you will request time off using annual leave as an employee.  You will ensure you are eligible to request annual leave by forecasting.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "michael.charnasky"
     into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Absence Request link.

    Step 6

  7. Before submitting an absence request, you can view your current available absence balances.

     

    Click the View Absence Balances link.

    Step 7

  8. The View Absence Balances page will list the available absence balances as of the last pay period.

    Step 8

  9. Click the Return to Absence Request link.

    Step 9

  10. Double-click in the Start Date field.

    Step 10

  11. To clear the field,

    Press [Backspace].

    Step 11

  12. a valid value
     e.g.
    Enter
     "09/01/2015"
     into the Start Date field.

    Step 12

  13. Click the Filter by Type drop-down list.

    Step 13

  14. Click the Annual Leave list item.

    Step 14

  15. Click the Absence Name drop-down list.

    Step 15

  16. Click the Annual Leave Take list item.

    Step 16

  17. Depending on the Absence Name selected, the Current Balance for the Absence Name will be displayed.

     

    For example, Accident Leave Take will not display a current available balance.

    Step 17

  18. Click the Reason drop-down list.

    Step 18

  19. Click the Annual Leave list item.

    Step 19

  20. If applicable, you can attach documentation to support your request.

     

    For this example, do not attach a document.

    Step 20

  21. Click in the Duration field.

    Step 21

  22. a valid value
     e.g.
    Enter
     "8"
     into the Duration field.

    Step 22

  23. Click the Calculate End Date or Duration button.

    Step 23

  24. The End Date automatically populates the last date of the absence request based on the  hours of Duration. 

     

    For this example, the employee requested 8 hours on 9/1/2015.

    Step 24

  25. Click the Forecast Balance button.

    Step 25

  26. This message is confirming the employee has enough leave to submit the absence request.

    Step 26

  27. Click the View Forecast Details link.

    Step 27

  28. The Absence Forecast Results page indicates that the employee is ELIGIBLE to take 8 paid hours of Annual Leave Take from their Annual Leave Take Available Balance.

    Step 28

  29. Click the Return to Absence Request link.

    Step 29

  30. Click the Submit button.

    Step 30

  31. To submit the absence request,

    Click the Yes button.

    Step 31

  32. Click the OK button.

    Step 32

  33. After submission, the absence request is routed to the employee's Manager for approval.

    Step 33

  34. Click the Home link.

    Step 34

  35. Click the Sign out link.

    Step 35

You have completed the Request Time Off with Balance Forecasting - Annual Leave topic.

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