1. How do I request time off for myself?

"How do I request time off for myself?"

Requesting time off is the first step in getting your time off approved.

To request some time off for yourself:

1. First, tap: "Request time off"
2. Once it slides out on the right, select the date you'd like to take off.
3. By default, it's set to a "Paid" time off request.
4. To change it from "Paid" to "Unpaid" tap it.
5. However, for salaried employees, time off is usually only ever "Paid", so the "Unpaid" option may be disabled.
6. But hourly employees always get both the "Paid" and "Unpaid" options.
7. Next, by default, your request's set to a "One day, whole day" time off.
8. To request "Only a few hours" or "Multiple days", tap "Duration" and change it.

1. If requesting "Only a few hours"
   Drag the sliders to the exact start and end times of the day you'd like to request off. To the nearest 30 minutes.
2. Below, you'll see notes on your "PTO balance available" hours, both before, and after your request.

1. If requesting "Multiple days"
   You'll be prompted to also add the date of the time off's last day.
2. Again, you'll see your remaining hours, both before, and after your request.
3. Next, you'll need to enter the reason for your time off request.
4. You can type your reason directly, if you want, but most people select from the list.
5. Near the bottom, you'll see your manager's name listed as the person who'll be asked to approve your time off request.
6. Once everything's all set, tap: Send request
7. And finally, in the background, an email's been sent to your manager to approve your time off.

To see your recently requested time off, waiting for approval:

1. First, open yourself on: "Menu", then "Me"
2. Then tap: "Time off", then "Time off ... list"
3. You'll see your recently requested time off marked as: "Waiting" (for approval by your manager)
4. You'll also see your approved time offs, with a green tick.
5. And finally, you'll see your total "PTO balance available" by year-end.

To see your time off email, once it's approved:

1. First, once your manager's approved your time off, you'll get an email.
2. From the email, tap: See time off
3. And finally, you'll see the green tick showing that your time off's been approved.

To see all five safeguards that guide your time off requests:

1. First, tap: "Request time off"
2. Once it slides out on the right, select the date you'd like to take off.

1. Safeguard 1. Non-working days:
   If you select a non-working day, which for most people is a Saturday or Sunday, you'll be warned to: "Try another date"

1. Safeguard 2. Already approved days:
   If you select a day that's already been approved as time off, you'll be warned to: "Try another date"

1. Safeguard 3. Requests that go over the end of a pay period:
   If you request paid time off that goes over the end of a pay period (shown by the grey line), you'll be warned that the: ""Last day" can't go over the end of the pay period"
2. When you get that warning, tap Fix, and it automatically sets the "Last day" of your request to the last day in the pay period.
3. But please note, once you've sent the first request, next, send a second request for the remaining days of your intended time off.

1. Safeguard 4. Requesting more than your "PTO balance available":
   If you request more paid time off than's in your "PTO balance available", you'll be warned that you're over.
2. If you close the warning, and scroll down, you'll see the days, in red, that are over your: "PTO balance available"
3. And above those, you'll see the last date that's an allowable: "Last day"
4. Now, if you scroll up, and set it to that "Last day", the warning goes away, and you're back within your: "PTO balance available"

1. Safeguard 5. Requesting time off when there's planned times:
   If you request time off on days that a timesheet's got planned times, you'll be warned: "Timesheet has planned times"
2. The warning, however, doesn't stop you from sending your request.
3. You're free to send your request, as your manager is also shown the warning and asked to change your planned times.
4. And finally, that's all five of the safeguards that guide your time off requests.

Keep in mind that:

• Once approved, if you later need a time off to be changed or deleted, you can't do it yourself.
• Instead, you'll need to ask your manager or a person with "Full org admin" permissions to do it for you.

To learn more:

• About how it looks for a manager to approve a time off request, watch the video on: Approving & declining time off
• To learn more about allowing "Unpaid" time off for salaried people, watch the video on: Unpaid time off when salaried
• To learn more about setting which days are working versus non-working days, watch the video on: Target hours

And that's it! That's everything you need to know about requesting time off for yourself!