04_06_16_Request Future Time Off with Balance Forecasting - Annual Leave

In this topic, you will request time off using annual leave and forecast your annual leave balance.

Steps:

1. Click the My HR tab.

   Step 1

2. Click the Absence Request link.

   Step 2

3. Before submitting an absence request, you can view your current available absence balances.

    

   Click the View Absence Balances link.

   Step 3

4. The View Absence Balances page lists your available balances as of the last pay period.

   Step 4

5. Click the Return to Absence Request link.

   Step 5

6. When submitting an absence request from the Request Absence 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 6

7. Double-click in the Start Date field.

   Step 7

8. To clear the field,

   Press [Backspace].

   Step 8

9. a valid value
    e.g.
   Enter
    "09/01/2015"
    into the Start Date field.
   Step 9

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

    Step 10

11. Click the Annual Leave list item.

    Step 11

12. Click the Absence Name drop-down list.

    Step 12

13. Click the Annual Leave Take list item.

    Step 13

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

     

    For example, Accident Leave Take will not display a current available balance.

    Step 14

15. Click the Reason drop-down list.

    Step 15

16. Click the Annual Leave list item.

    Step 16

17. If applicable, you can attach documentation to support your request. Please note that medical documentation should not be uploaded into CONNECT.

     

    For this example, do not attach a document.

    Step 17

18. Click in the Duration field.

    Step 18

19. a valid value
     e.g.
    Enter
     "8"
     into the Duration field.
    Step 19

20. Click the Calculate End Date or Duration button.

    Step 20

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

     

    For this example, the employee requested 8 hours on 9/1/2015.

    Step 21

22. Click the Forecast Balance button.

    Step 22

23. Notice the message confirming you are eligible to submit this leave request.

    Step 23

24. Click the View Forecast Details link.

    Step 24

25. The Absence Forecast Results page indicates that the employee is ELIGIBLE to take 8 paid hours of Annual Leave Take from their Annual Leave Take Available Balance.

    Step 25

26. Click the Return to Absence Request link.

    Step 26

27. Click the Submit button.

    Step 27

28. To submit the absence request,

    Click the Yes button.

    Step 28

29. Click the OK button.

    Step 29

30. After submission, the absence request is routed to the employee's Manager for approval.

    Step 30

31. Click the Home link.

    Step 31

32. Click the Sign out link.

    Step 32

You have completed the Request Time Off with Balance Forecasting - Annual Leave topic.

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