User experience

Extend a time-off request in a non-signed off period

Employee A previously requested vacation that spans Monday – Wednesday during a particular week. The request was approved.

As the week approaches, Employee A decides to extend the vacation through Friday of the same week.

Employee A navigates to My Business Processes tile and selects Edit Approved GTOR.

When the form displays, the employee selects the approved time-off request, then selects the option to Modify Start or End Dates, and moves to the next form.

On the subsequent form, the employee selects the dates that correspond to the revised request, and then moves to the next form.

On the final form, the employee enters a comment that supports revision, and submits the request.

The reviewer, who is identified based on the approver settings in the request subtype, receives a system task to act on the request. After entering a comment in the request form, the reviewer submits the approval, and the employee receives an approval status notification.

The system creates a new time-off request.

Reduce a time-off request in a non-signed off period

Employee B takes maternity leave that spans the months of June – August.

During the final month of leave, the employee decides to return to work a week earlier than originally planned.

Employee B navigates to My Business Processes tile and selects Edit Approved GTOR.

When the form displays, the employee selects the approved request, then selects the option to Modify Start or End Dates, and moves to the next form.

On the subsequent form, the employee selects an earlier date that correspond to the revised request, and then moves to the next form.

On the final form, the employee enters a comment that supports revision, and submits the request.

The reviewer, who is identified based on the approver settings in the request subtype, receives a system task to act on the request. After entering a comment in the request form, the reviewer submits the approval, and the employee receives an approval status notification.

No changes are made to the original leave request. Instead, the system removes the absence paycode from the schedule and adds a schedule tag on each of the cancelled days. A detailed comment accompanies the tag, and includes comments from the employee and each approver.

The employee receives an approval notification.

Cancel individual days in a request

Employee C requires non-contiguous medical leave throughout the month of July. On Wednesday and Thursday of each week, the employee attends all-day appointments.

Midway through the month, the doctor determines that the employee does not require the last week of treatment.

Employee C navigates to My Business Processes tile and selects Edit Approved GTOR.

When the form displays, the employee selects the approved request, then selects the option to Cancel Individual Dates, and moves to the next form.

On the subsequent form, the employee selects the dates that are no longer required, and then moves to the next form.

On the final form, the employee enters a comment that supports revision, and submits the request.

The reviewer, who is identified based on the approver settings in the request subtype, receives a system task to act on the request. After entering a comment in the request form, the reviewer submits the approval, and the employee receives an approval status notification.

No changes are made to the original leave request. Instead, the system removes the absence paycode from the schedule and adds a schedule tag on each of the cancelled days. A detailed comment accompanies the tag, and includes comments from the employee and each approver. In alignment with the request subtype, the system restores the employee’s shifts.

Extend a time-off request in a signed-off period

Employee D requires sick leave that spans Monday – Wednesday during a particular week.

On Thursday, the employee needs to extend sick leave for the remainder of the week; but cannot access the system to submit a leave request to cover the additional days. The pay period is signed off before the employee returns to work on the following Monday.

Employee D navigates to My Business Processes tile and selects Edit Approved GTOR.

When the form displays, the employee selects the approved time-off request, then selects the option to Modify Start or End Dates, and moves to the next form.

On the subsequent form, the employee selects the dates that correspond to the additional sick leave, and then moves to the next form.

On the final form, the employee enters a comment that supports revision, and submits the request.

The reviewer, who is identified based on the approver settings in the request subtype, receives a system task to act on the request. After entering a comment in the request form, the reviewer submits the approval, and the employee receives an approval status notification.

No changes are made to the original leave request. The system creates a new time-off request for the extended days.

Note: This scenario assumes that
  • editing in the signed-off pay period is enabled.
  • the LookBackMonths value in the Parameters decision table exceeds 0.

Reduce a time-off request in a signed off period

Employee E requests personal leave that spans 3 days during a particular week. Instead of taking the entire 3 days, the employee returns to work after the second day of leave.

Two weeks later, after the period was signed off, the employee realizes that they forgot to cancel the third day of personal leave.

Employee E navigates to My Business Processes tile and selects Edit Approved GTOR.

When the form displays, the employee selects the approved request, then selects the option to Cancel Individual Dates, and moves to the next form.

On the subsequent form, the employee selects the date that was not taken, and then moves to the next form.

On the final form, the employee enters a comment that supports revision, and submits the request.

The reviewer, who is identified based on the approver settings in the request subtype, receives a system task to act on the request. After entering a comment in the request form, the reviewer submits the approval, and the employee receives an approval status notification.

No changes are made to the original leave request nor the schedule. The system adds a personal leave paycode with negative hours in the timecard. It also adds an indicative paycode with 0 hours in the timecard. A detailed comment and note accompany the indicative paycode and serve as reference for future analysis.

Note: This scenario assumes that
  • editing in the signed-off pay period is enabled.
  • the LookBackMonths value in the Parameters decision table exceeds 0.
  • the indicative paycode is hidden from the timecard.