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How to find your way around Time Off¶

Open Time Off from the main menu. The menu bar gives access to your own requests and balances (My Time), the company calendar (Overview) and, depending on your access right, to the approvals (Management), the reports (Reporting) and the setup (Configuration). The first screen, My Time ‣ Dashboard, shows your balances and a calendar of your time off.

Who	Every internal user. The menus you see depend on your access right.
App	Time Off

Before you start

Install the Time Off app and set the access rights, see How to install Time Off and set up access rights.
Create the employees and the time off types.

How do I open the Time Off app?¶

Click the app icon at the top left of the screen and choose Time Off.

Which menus does the app have?¶

The Time Off menu bar with the Configuration menu open

Menu	What it contains	Who sees it
My Time	Dashboard, My Time Off and My Allocations: your own time off requests and allocations.	Everyone
Overview	The calendar of the time off of all employees, filtered by employee.	Everyone
Management	Time Off and Allocations to approve or refuse requests, or to create them for employees.	Approvers and officers
Reporting	by Employee and by Type. Administrators also see Balance and Time Off Details. See How to track time off with reports.	Officers and administrators
Configuration	Time Off Types, Accrual Plans, Public Holidays and Mandatory Days.	Administrators

What does the dashboard show?¶

The dashboard shows a calendar of the year. Use the arrows and the Year button to move to another period or to switch to the month.

The dashboard calendar in the month view

Each coloured period is one request, and its colour is the colour of its time off type. The Legend on the right shows how the three states are drawn: Validated, To Approve and Refused.

The panel on the right also lists the time off types you have used. Untick a type to hide it from the calendar. The Mandatory Days and Public Holidays of the company are listed below.

The panel on the right of the dashboard with the time off types, the legend and the holidays

What do the figures at the top of the dashboard mean?¶

For each time off type that requires an allocation, the top of the dashboard shows the number of days you can still take at the date chosen in Balance at the. Pending Requests counts the requests waiting for approval, and New Allocation Request lets you ask for extra days when the time off type allows it, see How to create a time off allocation.

The balance of each time off type and the number of pending requests

How do I create a time off request from the dashboard?¶

Click New at the top left of the dashboard. A window opens to fill in the request, see How to request time off.

The New Time Off window opened from the dashboard

Common errors¶

Problem	What to do
A menu is missing.	The menus depend on the access right of the user, see the table above and How to install Time Off and set up access rights.
A time off type is missing on the calendar.	The type appears after you use it. Tick it in the panel on the right if you hid it.
No balance appears at the top of the dashboard.	Your employee record has no allocation yet. Ask your HR officer to create an allocation.

Next steps¶

How to request time off: ask for time off.
How to create a time off allocation: allocate days to employees.