Enter Time Off Requests
- Set up time off plans. See Steps: Set Up Time Off Plans.
- Configure theRequest Time Offbusiness process and security policy in the Time Off and Leave functional area.
You can enter a time off request on behalf of a worker using the
Request Absence
task.When entering a request for workers, you can project time off balances and view:
- Current balances for time off plans.
- Holidays if the worker has a holiday calendar.
- Time off requests.
Workers can enter time off requests using the
Request Absence
task on the Manage Absence
report on the Home dashboard. They can also use the Workday mobile app to request time off.- Access theManage Absencereport.To project balances for a future date, update theBalance as ofdate.
- ClickSwitch Workerand select the worker.Workday displays the current aggregate balance of all the worker's time off plans as of the date specified in theBalance as offield. If a worker has both hour-based and day-based plans, it displays total hours and days separately.You can configure theBalances as of date in the New Absence Calendar Experienceoption on theEdit Tenant Setup - HCMtask.
- On theManage Absencecalendar, select the days for the time off request.
- ClickRequest Absence.
- Enter details for the time off. As you complete this task, consider:
Option Description Request Absencemicro calendarYou can hide theRequest Absencemicro calendar from all users, specific security groups, or a specific group of workers, so that only theRequest Absencedate range view displays.To configure the display, access theConfigure Optional Fieldstask, and select the:- Request Time Off functional area.
- Request Absence Calendar Visibilityfield.
To hide theRequest Absencemicro calendar from a specific group of workers who meet specific criteria, in theCondition Ruleprompt, select an existing condition rule or create a new one. See Configure Optional Fields.View BalanceslinkYou can hide the absence balance view from all users, specific security groups, or a specific group of workers. The absence balance view includes the:- Balancestab of theManage Absencecalendar.
- View Balanceslink in theRequest Absence:
- Micro calendar.
- Date range view.
To configure the view, access theConfigure Optional Fieldstask, and select the:- Request Time Off functional area.
- Absence Balance Visibilityfield.
To restrict the view for a specific group of workers who meet specific criteria, in theCondition Ruleprompt, select an existing condition rule or create a new one. See Configure Optional Fields.Type of AbsenceDisplays only the time off types, absence tables, and leave types that the worker is eligible for, either:- On the request date.
- On the first day of the request, if you selected multiple dates as part of the same request.
PositionDisplays only if you select a time off type that is position-based.When a worker has only 1 position that's eligible for the time off, Workday displays it.A plus sign (+) after a position name identifies it as a secondary position.Start TimeEnd TimeDisplays only if you select a time off type that you've configured to display an optional or required start and end time.Daily QuantityApplies to each date requested. Example: If Mary is taking 2 days off from a daily plan, enter1for each day. If she's taking 8 hours off each day and the plan is hourly, enter8.If the time off or time off plan has a definedDaily Quantity Default, Workday displays a value that's based on the first day of the request.If the time off is configured toCalculate Quantity Based on Start and End Time, Workday displays a read-only value in theDaily Quantityfield. This value equals the duration of time betweenStart TimeandEnd Time.When you request absence on behalf of another worker, if you’ve selected theRestrict Requests to Days to Include on Calendarcheck box when you configure the calculation details for the time off plan, Workday:- Sets theDaily Quantityto 0 on the unscheduled days.
- Treats theRestrict Requests to Days to Include on Calendarvalidation as True on all tiers.
CommentThe comment that’s associated with the time off entry.The comment is visible on theDetailstab of theRequest Time Offbusiness process event.When users enter a time off request for multiple days, they can enter a different comment for each day.You can configure the visibility of this field for all users, specific security groups, or a specific group of workers who meet specific criteria. Access theConfigure Optional Fieldstask, and select the:- Request Time Off functional area.
- Time Off Entry Commentfield.
To hide the field for a specific group of workers who meet specific criteria, in theCondition Ruleprompt, select an existing condition rule or create a new one. See Configure Optional Fields.Comment to ApproverThe comment that’s associated with theRequest Time Offbusiness process.The comment is visible to the approver and on theProcesstab of theRequest Time Offbusiness process event. - ClickSubmit Request.If your time off request includes days that aren’t valid Days To Include (DTI) days for all tiers in the absence tables, Workday automatically removes the non-DTI days.
If the time off request requires approval, Workday routes it to the approvers.
- To view the latest plan balance that takes into account the requested time off, enter aBalance as ofdate that falls after the time off dates.
- If you need to edit a request that has already been approved, use theManage Absencereport.