06_28_17_Request Future Time Off - Insufficient Balance

In this topic, you will attempt to request time off without having sufficient leave balance.

Steps:

1. Click the My HR tab.

   Step 1

2. Click the Absence Request link.

   Step 2

3. When submitting an absence request from the Absence Request page, you should only request an absence for the current date or a future date.

    

   If you need to enter an absence for a past date, please use the timesheet.

   Step 3

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

    

   For this example, do not attach a document.

   Step 4

5. Click the Calendar button.

   Step 5

6. Click the right arrow to view the next month..

   Step 6

7. Select July 10th as the desired start date.

   Step 7

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

   Step 8

9. Click the Personal Day list item.

   Step 9

10. Click the Absence Name drop-down list.

    Step 10

11. Click the Personal Leave Take list item.

    Step 11

12. Click the Reason drop-down list.

    Step 12

13. Click the Personal Day list item.

    Step 13

14. Click the Calendar button.

    Step 14

15. Click the right arrow to view the next month..

    Step 15

16. Select July 14th as the desired end date.

    Step 16

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

     

    For example, Accident Leave Take will not display a current available balance because it does not accrue; however, Personal Leave accrues and displays a current balance of 39.00 hours available.

    Step 17

18. Click the Calculate End Date or Duration button.

    Step 18

19. For this employee, the duration of their absence request for the week is 45 hours however their personal leave current balance is 39 hours.

    Step 19

20. Click the Forecast Balance button.

    Step 20

21. This message is confirming the employee does not have enough of this leave type to submit the absence request.

    Step 21

22. Click the View Forecast Details link.

    Step 22

23. The Forecast Balance Details will show that this leave request is Ineligible. 

    Step 23

24. Click to Close the Absence Forecast Results pop-up window.

    Step 24

25. This leave request can be modified to use a different leave type that has the available hours to cover the request.

    Step 25

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

    Step 26

27. Click the Annual Leave list item.

    Step 27

28. Click the Absence Name drop-down list.

    Step 28

29. Click the Annual Leave Take list item.

    Step 29

30. Click the Reason drop-down list.

    Step 30

31. Click the Annual Leave list item.

    Step 31

32. Click in the End Date field.

    Step 32

33. a valid value
     e.g.
    Enter
     "07/14/2017"
     into the End Date field.
    Step 33

34. Click the Calculate End Date or Duration button.

    Step 34

35. For this example, notice the current Annual Leave available balance is 88.21 which will cover the request.

    Step 35

36. Click the Forecast Balance button.

    Step 36

37. This message is confirms the employee has enough of this leave type to submit the absence request.

    Step 37

38. Click the Submit button.

    Step 38

39. Click the Yes button.

    Step 39

40. Click the OK button.

    Step 40

41. The details of the absence request are displayed after submission.  The absence request is pending approval by the employee's manager.

     

    Click the Home link.

    Step 41

42. Click the Sign out link.

    Step 42

You have completed the Request Time Off - Insufficient Balance topic.

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