This article covers how to set up approval security for time-off requests and how to approve submitted requests. Employees are assigned to a Home Department, and a manager can be granted approval rights for that department. To set up Home Departments, see Control Table Information.
Set Up Security for Time-Off Requests
The security options for managing time-off requests are grouped by Home Department and maintained on the Employee Information page. An employee such as a supervisor or manager can be assigned rights to approve time-off requests for one or more Home Departments.
- From the Payroll menu, select Modify > Employee Information.
- Click the Edit icon next to an employee.
- On the Employer Information tab, locate the Can Approve Home Department(s) header. Select the checkbox next to each Home Department this employee should be able to approve.
Note: Employees are assigned to a Home Department on the Employee Information page using the Home Department drop-down.
- Click Update.
- Repeat this process for any other employees who need approval rights.
Approve Time-Off Requests
After an employee submits time-off days through the Portal, or an HR person adds time-off days to an employee's record, the days must be approved before they can be processed in a payroll run. You can approve requests from the Dashboard or from the Employee Information page.
From the Dashboard
- From the Payroll dashboard, select Payroll Scheduled Time Off from the widget drop-down menu.
- Select the current year from the Calendar Year drop-down, then select Show Pending from the View drop-down.
- Click the Expand icon next to a Home Department, then click the Expand icon next to an employee.
- Select the checkboxes in the Approved column for the days you want to approve.
- Continue approving other employee time-off requests as needed, then navigate to any page when finished.
Note: Approved days automatically update on the employee's record on the Employee Information page.
From the Employee Information Page
- From the Payroll menu, select Modify > Employee Information.
- Click the Edit icon next to an employee.
- Select the Time Off Hours tab.
- Select the checkboxes in the Approved column for the days you want to approve.
- Click Update.
Updated