Enable Historical Time Off Requests
Historical time-off requests Request subtypes that employees use to request time off for vacation, illness or recovery, appointments, personal time, or other absences. Time-off requests can be configured to support many different employment scenarios. are for periods that are signed-off or include signed-off and open periods. Employees can submit — and managers can enter on behalf of employees — historical time-off requests. When the requests are approved, the Schedule Planner, Calendar, and Timecard are updated automatically. Employees can monitor the status and progress of the requests. The Timecard automatically processes the historical edits and the related historical corrections Edits that occur after timecards are approved and signed-off..
To enable historical time-off requests, do the following:
Edit a system setting
Enable whether time-off requests can be processed for signed-off periods as follows:
- Select Main Menu > Administration > Application Setup > System Configuration > System Settings > Timekeeping tab.
- Set the following to true:
site.timekeeping.allowRequestsInSignedOffPeriod — Specifies whether time-off requests can be processed, submitted, approved, or cancelled for signed-off periods. This setting governs time-off requests that employees initiate for themselves and that managers initiate for employees.
Value: optional; Default = false - Click Tap Save.
Edit the FAP
Edit the managers' function access profile (FAP) to include the following:
Note: For all access settings for employee self-service, see the Configure Access Profiles for Requests topic.
- Select Main Menu > Administration > Application Setup > Access Profiles > Function Access Profiles.
- Select the manager's profile. Click Tap Edit.
- Click Tap Manager — Department Manager.
- Click Tap Scheduling.
- Set the following to Allowed:
Enter Time Off in a signed off period: In Access Scope, select Allowed so that managers can enter time off for a signed-off period or a time period that spans both a signed-off and open period. The requests can be automatically approved or approved by the manager. If Enter Time Off is Disallowed, Enter Time Off in a signed off period is Disallowed too.
Recurrent / Rolling Periods: In Access Scope, select Allowed so that managers can select whether to repeat the employee visibility period Defines both the period when employees can submit requests (submission period) and the period when those request can be applied (request period). at specified intervals or a fixed time, or move the entire schedule forward by a day at a time.
- Select Edits to signed off time and set the following to Allowed:
Approve requests in signed off time: In Access Scope, select Allowed so that managers can approve time-off requests for a signed-off period or a time period that spans both a signed-off and open period.
- Click Tap Save.
Set employee visibility periods
After you enable historical time-off requests, managers can set Recurring and Rolling Periods that include signed-off periods. For instructions, see the Manage Employee Visibility Periods The time period during which specified open shifts are visible to specified employees. topic.