Solicitar tiempo personal

Once time off has been allocated to an employee, a request to use it can be submitted.

Time off can be requested in one of two ways: either from the main Time Off application Dashboard (Time Off app ‣ My Time ‣ Dashboard), or from the My Time Off dashboard view (Time Off app ‣ My Time ‣ My Time Off).

To create a new request for time off, click the New button on either the main Time Off Dashboard or the My Time Off dashboard, in the default list view.

Nota

Both New buttons allow the user to request time off, but when requested from the Dashboard, a New Time Off request form appears in a pop-up window. When requested from the My Time Off list view, the screen navigates to a new time off request page, instead.

Ingrese la siguiente información en el formulario de solicitud Nuevo tiempo personal.

• Time Off Type: select the type of time off being requested from the drop-down menu.

• Dates: enter the dates that the time off falls under. There are two fields to populate: the start and end dates. Click on either date field and a popover calendar appears.

  Haga clic en la fecha de inicio y luego en la fecha de finalización. Las fechas de inicio y fin que haya seleccionado aparecerán circuladas y las fechas entre ellas estarán resaltadas (si aplica).

  Si solo está solicitando tiempo personal para un día es necesario que haga clic en esa fecha en el campo de fecha de inicio y que vuelva a seleccionarla en la fecha de finalización.

  Haga clic en el botón Aplicar una vez que haya seleccionado las fechas adecuadas.

  Las fechas seleccionadas ahora llenarán las dos partes del campo Fechas.

  Si el Tipo de tiempo personal seleccionado está configurado para que el tiempo personal se tome en horas, también aparecerán los dos campos siguientes:

  • Half Day: if the time off request is for a half day, tick this checkbox. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either Morning or Afternoon to indicate which half of the day is being requested.

  • Custom Hours: if the time off requested is not a whole or half day, tick this checkbox. If selected, a From and To field appears beneath this option. Using the drop-down menu, select the start and end time for the time off request.

• Duration: this field updates automatically once the Date section is completed. If the Date section is modified, this section automatically updates to reflect the total time off requested. This field is in either hours or days, depending on how the selected Time Off Type is configured.

• Description: enter a description for the time off request. This should include any details that managers and approvers may need to approve the request.

• Supporting Document: this field only appears if the Time Off Type selected allows for the attachment of documents. Click the Attach File button, and a file explorer window appears.

  Diríjase a los archivos que se deben adjuntar, selecciónelos, y después haga clic en el botón Abrir. Los archivos aparecerán en el formulario de solicitud de tiempo personal. Es posible adjuntar varios documentos en caso de que sea necesario.

If the request was created from the Dashboard, click the Save & Close button to save the information, and submit the request.

If the form was completed from the My Time Off list view, the information is automatically saved as it is entered. However, the form can be saved manually at any time by clicking the (cloud upload) icon.