Entering a Time Off Record

Workflow Manager 2020

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 enter a time off record, perform the following steps.

To enter a time off record:

1.

On the Settings menu, select Time Off. The Time Off Administration page opens.

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.

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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.

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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.

2.

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

3.

Use the Begin Date and End Date fields to specify the beginning and end date of the time off period.

4.

To submit the time off record, click Add. The time off record will appear in the list on the lower portion of the page.