Employee Documentation

Employee Dashboard

The employee dashboard is composed of two major segments. The User Profile and the Request Viewer

User Profile

The user profile is located at the top of the employee dashboard. It contains the employees name and current vacation and PTO hours availlable. The Hour balances are updated automatically when a request is made. Hours are only returned if the request is DENIED or WITHDRAWN.

Request Viewer

The Request Viewer shows all active requests made by the employee. The requests are color coded to show the status of each request, and also display other data about the request. To view your request in more detail, click the green View Request button to open the Request Viewer.

Withdrawing requests

If you made a mistake in a request, or need to change the dates, you can withdraw a request. To do this, click on the Withdraw button on the right side of the Request Viewer for the specific request. If a Request has not been approved or denied yet, the request can be withdrawn and automatically deleted. Otherwise, a withdraw request is sent to the administrator for approval.

Calendar

Logging a request

1. To log a request either click on the log request button in the top right corner of the dashboard, or the green button under the request viewer

2. You will be redireced to a page with a calendar on it, where you can select the range of dates you would like to request off. To select a range, simply click on a start date which will be highlighted, and then on an end date. While you are hovering over the calendar before selecting an end date, your potential range will be outlined. Once you click the end date, the entire range will be highligted pink and the start and end dates will be presented at the top.

3. Once you have your date range selected, click on the green ADD REQUEST button, a modal will pop up which will ask you for the following information:

   • Type of Leave (Paid Time Off or Vacation)
   • Reason for Leave (eg. Family Emergency) OPTIONAL
   • Substitute (eg. Jane Smith) OPTIONAL

4. This modal wlil also confirm your start and end dates and let you know the calculated hours for the request. Once you have confirmed the information click the green ADD NEW REQUEST button. The hours will be subtracted from your balance and the request will show up in the request viewer.

Partial days

• Partial days can be requested by selecting the same date for the start and end date. When clicking the ADD REQUEST button, the modal will require the start and end times of the request. Any partial day request which takes up more than 8 hours will be rounded down to 8 hours.