To view time off balance, and approve and decline leave requests, you will need to create a time off policy and assign it to an employee (click here to know how to create and assign time off policies).
Once you do this, click on the people tab and select an employee you have assigned a time off policy to. Click on the time off tab where you’d see the time off overview, request, and history section.
In the available section, you can see the time off assigned to an employee. Employee’s time off requests would appear in the request tab. You can either approve or deny this request here.
Time off used by the employee will be shown in the history tab.
Adjusting Time off Balance
As an HR, you can add or subtract days from an employee’s time off balance. To do this:
- Click on the overview tab from the employee’s time off page.
- From the available time off section, click on the adjust balance button.
- Add or subtract days as you wish then click on the request button.
- Once you do this, the employee’s time off days will be changed.
Recording Requests for Employees
Employees request time off from MyEdge, our Employee self service app, but you can also record time off on behalf of employees in the event that an employee cannot do it themselves. To do this:
- Click on the overview tab from the employee’s time off page.
- From the available time off section, click on the record time off button.
- Fill in the time off start date and end date then click on the record button.
- Once you do this, the time off has been recorded for the employee.
Do you prefer a video walkthrough? Click the video below to watch a step-by-step guide.