Request Time-off on Behalf of Employee - Insufficient Balance


Concept

In this topic, you will request time off on behalf of Employee with an insufficient leave balance.


Steps:

  1. Click in the User ID field.

    Step 1

  2. Enter "dennis.scott" into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. Enter "welcome1" into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Main Menu button.

    Step 6

  7. Click the Manager Self Service menu.

    Step 7

  8. Click the Time Management menu.

    Step 8

  9. Click the Report Time menu.

    Step 9

  10. Click the Absence Request menu.

    Step 10

  11. The Request Absence page will give the Manager a listing of their direct reports.

    Step 11

  12. Click the Select button for MARTI ROBINSON.

    Step 12

  13. Click the Choose a date button.

    Step 13

  14. Click the Calendar Month drop-down list.

    Step 14

  15. Click the January list item.

    Step 15

  16. Click the desired date.

     

    Step 16

  17. Click the Absence Name drop-down list.

    Step 17

  18. Click the Annual Leave Take list item.

    Step 18

  19. Click the Reason drop-down list.

    Step 19

  20. Click the Annual Leave list item.

    Step 20

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

    Step 21

  22. Click in the Duration field.

    Step 22

  23. Enter "8" into the Duration field.

    Step 23

  24. Click the Calculate End Date or Duration button.

    Step 24

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

    Step 25

  26. Click the Forecast Balance button.

    Step 26

  27. This message is confirming the employee does not have enough leave to submit the absence request.

    Step 27

  28. Click the View Forecast Details link.

    Step 28

  29. The Absence Forecast Results page displays the details of why the employee is ineligible to take leave and also provides their current available balance.

     

    Click the Return to Absence Request link.

    Step 29

  30. Click the Home link.

    Step 30

  31. Click the No button since the request was not successful due to the insufficient balance.

    Step 31

  32. Click the Sign out link.

    Step 32

You have completed the Request Time Off on Behalf of Employee - Insufficient Balance topic.

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