Setting Up Time Off Requests Follow
Time Off Requests streamline the process of requesting paid or unpaid leave for employees in uAttend. To get stated with Time Off Requests, you will need to enable the feature, configure notifications, and ensure that users have access to either the web portal or the smartphone app for submitting requests.
In this article:
- Enabling Time Off Requests
- Setting up Notifications
- Setting Up Employees to Submit Requests
- Using the Time Off Request Widget
Enabling Time Off Requests
Time off requests must be enabled by an account administrator. To do so:
- Go to the Settings tab in the web portal.
- Navigate to the Employee Services subtab.
- Click Configure to enable and set up the Time Off Requests feature.
After enabling the feature, you can choose whether Administrators, Supervisors, or both must approve the requests. If both are selected, the Supervisor must approve the request before it can be approved by an Administrator.
Setting up Notifications
Notifications can be set up to inform Administrators or Supervisors when a Time Off Request is submitted via the web portal and allow for quick approval or denial of the request. You can configure email or text notifications for these requests. To ensure notifications are received, enter the email address or phone number of the Administrators and/or Supervisors in their profile.
If you are not receiving notifications or they are being automatically approved or denied, check the following:
- The employee submitted the request through the web portal.
- You don't have any email filtering blocking legitimate emails. If needed, check with your IT department or email server settings for potential filters. Testing with a standard Gmail or Yahoo email address can help identify if filters are causing the issue.
Enabling Text Notifications
To enable text notifications, the account administrator must activate the uText feature. Please note that unused features, such as uText notifications, are non-refundable per our End User License Agreement (EULA). If the feature is no longer needed, remember to disable it.
Employee Access
For employees to submit Time Off Requests, they need access to either the web portal or the smartphone app.
Submitting requests in the web portal:
If an employee will be submitting time off requests through the web portal, ensure employees have a valid email address and have been invited to create a username and password if they don't already have one. You will need to provide them with the company's custom login URL. Note: you do not need to enable an employee to punch in the web portal for them to have access to submitting time off requests in the web portal.
Submitting requests in the mobile app:
If employees will be submitting time off requests through the mobile app, they should download the app from the Play Store or Apple Store. They will also need to be set up in the account with an email address and create a username and password if they do not have them already. They will need their username and password, as well as the company ID found in the upper-right corner of your web portal.
Using the Time Off Request Widget
Time Off Requests can also be managed via the Time Off Request Widget. This widget allows you to review, approve, or deny requests and mark requests as unpaid if needed.
For more detailed information on Time Off Requests and managing used and available time off hours with accruals, be sure to check out our comprehensive Guide to Time Off.