Request Time-off with Balance Forecasting on Behalf of Employee

In this topic, you will request time off with balance forecasting on behalf of an employee.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "alexandra.williams"
    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 in the Main Menu field.

   Step 6

7. Click the Manager Self Service menu.

   Step 7

8. Click the Time Management menu.

   Step 8

9. Click the Report Time menu.

   Step 9

10. Click the Absence Request menu.

    Step 10

11. The Request Absence page will give the Manager a listing of their direct reports.

    Step 11

12. Click the Select button for MICHAEL CHARNASKY.

    Step 12

13. Click the Start Date Calendar button.

    Step 13

14. Click the "5" as the desired date.

    Step 14

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

    Step 15

16. Click the Annual Leave list item.

    Step 16

17. Click the Absence Name drop-down list.

    Step 17

18. Click the Annual Leave Take list item.

    Step 18

19. Click the Reason drop-down list.

    Step 19

20. Click the Annual Leave list item.

    Step 20

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

     

    For example, Accident Leave Take, which does not accrue time, will not display a current available balance.

    Step 21

22. Click in the Duration field.

    Step 22

23. a valid value
     e.g.
    Enter
     "24"
     into the Duration field.
    Step 23

24. Click the Calculate End Date or Duration button.

    Step 24

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

    Step 25

26. Click the Forecast Balance button.

    Step 26

27. This message is confirming the employee has enough leave to submit the absence request.

    Step 27

28. Click the Vertical scrollbar to move down the page.

    Step 28

29. Notice the Request As field in the Workflow section is already set to Manager.

    Step 29

30. Click the Submit button.

    Step 30

31. Click the Yes button.

    Step 31

32. Click the OK button.

    Step 32

33. After submission, the Request History section shows the absence request was Submitted by the Manager, Alexandra Williams.

    Step 33

34. Click the Home link.

    Step 34

35. Click the Sign out link.

    Step 35

You have completed the Request Time Off with Balance Forecasting on Behalf of Employee topic.

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