This training video will review how to manage PTO Approvals using the Manager Tools inside the Employee Portal. To learn how to view PTO Requests in the Manager Portal, check out our guide on the Planned Time Off Request Tool.
When you log into the employee portal as a manager, the first thing you will see is your dashboard. The dashboard displays basic items and information such as your pay, benefits, and personal information as well as administrative functions such as outstanding manager approvals.
For example, leave requests can be approved through the dashboard, in your message center in the upper right hand corner, or through the manager tools in the left-hand menu. Click on this Manager Tools and select My Approval's to see the employee’s request for time-off:
- In this example, the employee has submitted a time off request for July 19th through July 20th for total of 12 hours.
- By clicking on More Details, we can see the employees currently has 64.04 hours available, more than enough to cover the 12 hours requested.
- To see if anybody else on your team has already requested PTO that would conflict with this current time-off request, click on PTO Team Calendar. Current time-off requests that have been approved will be displayed in blue while requests that are still pending approval are displayed in brown. Click on the individual requests to see more information.
If you’re ready to approve a time-off request, simply navigate to My Approvals and click on Approve. The employee will receive a notification in their employee portal and via email confirming the approval.
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