Time Off Administration Page

Workflow Manager

You can use Workflow Manager’s Time Off functionality to display future time off for administrator users on work assignment screens that are part of a workflow step. This enables managers to assign resources accordingly. Users enter time off records on the Time Off Administration page. Also, users with the Time Off Admin role permission can submit time off records for other users on this page.

To open the Time Off Administration page, select Time Off on the Settings menu.

Time Off Administration

All users can create and view their own time off records. However, to see time off records for all users who are members of the administrator company or one of its associated consumer companies, the user must belong to a role that has the Time Off Admin role permission. For more information, see Workflow Manager Permissions.

Users without Time Off Admin role permission can only submit a time off record for themselves. The logged in user’s name appears in the User name field and is not editable.
Users with Time Off Admin role permission can also submit time off records for other users, by searching for and selecting a user in using the Search User field.

The Time Off Administration page includes the following properties.

Time Off Administration Properties

Property

Description

User name

Displays the read-only user name of the logged on user.

Description

Enter a description of the time off record that you are submitting, such as Vacation, Jury Duty, Conference, etc.

Begin Date

Use to specify the beginning date and start time of the time off period

End Date

Use to specify the end date and end time of the time off period.

Search User

For users with proper role permissions, use this field to search for a user that you want to submit a time off record on behalf of.

All / Active

Toggle between listed all users or only active users.

Add

Click to submit the time off record. The time off record will appear in the list on the lower portion of the page.

Delete

Click to delete the time off record.

Update

Click to update the edits made to a time off record.

Listing

Listing of your submitted time off records. For users with proper role permissions, the submitted time off records for all users are also listed. The following information is listed:

User Name
Begin Date / End Date
Description

To edit one of these records, click the icon in the Edit column.