Learn how to manage PTO requests effectively in VeriClock. This article explains how to approve or decline requests, filter by various criteria, and track the approval status. It also includes options for exporting requests in CSV format and reviewing requests directly from the schedule.
All account admins and managers with permission can approve any time-off request.
From the Time --> PTO page --> click on Approve Requests. Note that you will see both requests that are pending a response and requests that have been previously approved.
Approve a Time Off Request
Simply click on 'Approve' to approve a request or 'Decline'
Or open the request for the option to 'Approve Only' or 'Approve And Create Events' from that time off request.
- The 'Approve Only' button is typically used to track unpaid time off. This way the time off request is approved and no time slip is created since it is unpaid.
- 'Approve And Create Event(s)' is used to approve and create a time slip to pay an employee for paid time off. When approving and creating a time event from a time off request, it is recommended to link the PTO type to a corresponding job and/or service item to separate paid time off from time worked in reports.
Depending on your account settings, one or both of these buttons will be displayed on the Approve Time Events page. See How to Create a Time Off Type for more information.
Cancel an Approved Time Off Request
An admin can cancel an approved time off request for dates in the future. Just open the request and click Cancel.
Search For a Time Off Request
By clicking on +Advanced Search, you can filter your search to narrow down the requests displayed on the page. The results can be exported to CSV.
Filter options include:
- Filter by Dates Requested Off
- Include All Pending Requests Regardless of Date - this will bring up requests for dates in the past that have not been approved, declined, or canceled.
- Filter by Date
- Filter by Employee
- Filter by PTO Type
- Filter by status of PTO request
Create a Time Off Request for an Employee
At the top of the Approve Requests page, click on Select PTO Type for the dropdown list of PTO types in your account, Select the employee you are requesting time off for, and click the Create button.
Fill out the employee's request details. We recommend adding a comment to track the requester and reason for the request. This will be useful if you need to look up details of the request at a later date.
See other VeriClock time off tracking Guides:
Enable Time Off Tracking in Your Account
View & Request Time Off From the App - For Employees
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