How do I add the "Request Time Off" feature for an employee?
Identify employee
Identify the specific employee to determine appropriate access level.
To help you add the 'Request Time Off' feature, could you please specify which employees need access to this feature? This will ensure we set it up correctly for the right individuals.
Determine time off categories
Determine the time off categories the employee should be able to request.
Thank you for providing the employee details. As a next step, could you please specify which time off categories these employees should be able to request? This will help us configure the feature to meet your needs.
Identify employee's access level
Identify the employee's access level: Employee, Manager, or Custom.
Settings for Manager Access Level
Navigate to Settings > Access Levels > select the manager access level and click Access Level Settings.
Select the "See About Themselves" tab to determine the employee access level that is selected.
Note which employee level and click Cancel.
Settings for Custom Access Level
Navigate to Settings > Access Levels > select the custom access level and click Access Level Settings.
Select the "See About Themselves" tab.
What is selected under 'Which Access Level should apply?'
If "Equal Access" is selected, check Can Request Time Off for and choose categories. Click Save.
If Employee Access Level, note which employee level and click Cancel.
Settings for Employee Access Level
Navigate to Settings > Access Levels > select the employee access level and click Access Level Settings.
Select the "See About Themselves" tab and go to the "Time Off" tab.
Check Can Request Time Off for and choose categories.
Choose "View Only Access" or "No Access" as needed.
Save updated settings
Save the updated Access Level settings.