Request Absence from a Timesheet with Balance Forecasting


Concept

In this topic, you will request time off from an employee's elapsed timesheet.  You will ensure you are eligible to request annual leave by forecasting prior to submission.


Steps:

  1. Click in the User ID field.

    Step 1
  2. a valid value
     e.g.
    Enter
     "michael.charnasky"
     into the User ID field.

    Step 2
  3. Click in the Password field.

    Step 3
  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4
  5. Click the Sign In button.

    Step 5
  6. Click the Timesheet link.

    Step 6
  7. Click the Absence tab.

    Step 7
  8. Click the Add Absence Event button.

    Step 8
  9. Double-click in the Start Date field.

    Step 9
  10. To clear the field,

    Press [Backspace].

    Step 10
  11. a valid value
     e.g.
    Enter
     "09/04/2015"
     into the Start Date field.

    Step 11
  12. Double-click in the End Date field.

    Step 12
  13. To clear the field,

    Press [Backspace].

    Step 13
  14. a valid value
     e.g.
    Enter
     "09/04/2015"
     into the End Date field.

    Step 14
  15. Click the Absence Name drop-down list.

    Step 15
  16. Click the Annual Leave Take list item.

    Step 16
  17. Click the Reason drop-down list.

    Step 17
  18. Click the Annual Leave list item.

    Step 18
  19. Click the Details link.

    Step 19
  20. Click the Calculate End Date or Duration button.

    Step 20
  21. The Duration will automatically populate if the Start Date and End Date fields are completed. 

     

    For this example, the employee requested 1 day off or 8 hours.

    Step 21

  22. Click the OK button.

    Step 22
  23. Click the Forecast button.

    Step 23
  24. This message is confirming the employee has enough leave to submit the absence request.

    Step 24

  25. Click the Submit button.

    Step 25
  26. This message is alerting you to certify the reported time is accurate.

     

    Click the OK button.

    Step 26
  27. Click the OK button.

    Step 27
  28. The Status for the absence request is Needs Approval.

    Step 28

  29. Click the Home link.

    Step 29
  30. Click the Sign out link.

    Step 30

You have completed the Request Absence from a Timesheet with Balance Forecasting topic.

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