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View time off requests and their approval status. You can also browse historical time off requests. You can also add time off on behalf of resources, approve, reject, and delete time off.

To view scheduled time off, point your browser to https://appqa.projectorpsa.com/x/ScheduledTimeOffSearch or click Topics | Scheduled Time Off.


Permissions and Settings

The following users can view this topic:


The following users can approve time off:

You don't need to schedule holidays. Holidays are determined by a resource's location.

Each time off reason can optionally keep track of a time off balance. For example, Sally has 160 hours of vacation time per year. She has used 90 and has 70 remaining.

You can limit the time off reasons available to a resource through their resource type. For example, US resources cannot take Canada Day off. Set a resource's type from the resource editor.

Resources request their time off from Topics | Time Off. Managers can browse this area if they have the cost center permission View Time Off Page for Others.


Manage Time Off

Instructions for managing your time off.

Create

Click the +Add button. Fill out the form and click Add. When you add time off, it is always approved by default. Only resources can request time off, you cannot request on behalf of someone else.

Edit

Click the  icon. Make your edits and save.

Approve

Tick the checkbox in the first column for time off requests. Click the Approve button.

Reject

Tick the checkbox in the first column for time off requests. Click the Reject button.

Delete

Tick the checkbox in the first column for time off requests. Click the Reject button.


Search Fields

Fields you can search on.

CategoryFieldDescription
ResourceResource

Resource Cost Center

Resource Company

Resource Location

Resource Department

Resource Title

Resource Type

Direct Manager

Indirect Manager

Requested Time Off Approver

Resource UDFs
Time OffTime Off Date Range

Time Off Reason

Time Off CommentThe comment resource entered in their request
WorkflowApproval Workflow StatusRequested, Approved, Rejected

Limit to Requests Awaiting My Approval

Created By

Created Timestamp

Last Updated By

Last Updated Timestamp

Approved By

Approved Timestamp

Rejected By

Rejected Timestamp



Results Fields

Columns you can add to the search results.


CategoryFieldDescription
ResourceResource

Resource Display Name

Resource Employee ID

Resource First Name

Resource Last Name

Resource Email Address

Resource Primary Cost Center

Resource Primary Cost Center Name

Resource Primary Cost Center #

Resource Company

Resource Company Name

Resource Company #

Resource Location

Resource Location Name

Resource Department

Resource Department Name

Resource Title

Resource Title Name

Resource Type

Resource Type Name

Direct Manager

Direct Manager Display Name

Direct Manager Employee ID

Direct Manager First Name

Direct Manager Last Name

Direct Manager Email Address

Requested Time Off Approver

Requested Time Off Approver Display Name

Requested Time Off Approver Employee ID

Requested Time Off Approver First Name

Requested Time Off Approver Last Name

Requested Time Off Approver Email Address

Resource Cost Center LevelsCost center levels

Resource UDFsUser defined fields
Time OffTime Off Date Range

Time Off Reason

Time Off CommentThe comment resource entered in their request
WorkflowApproval Workflow StatusRequested, Approved, Rejected

Limit to Requests Awaiting My Approval

Created By

Created Timestamp

Last Updated By

Last Updated Timestamp

Approved By

Approved Timestamp

Rejected By

Rejected Timestamp








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