Personal Time Off Request

All the Personal time off requests are shown in the Personal time off requests inquiries form under the inquiries of Project module. The user can filter the Inquiry form with the employee name who has requested for Personal time off requests.

Go to Project management and accounting > Inquiries > Projects+ > Personal time off request.

Fields and their description on the Personal time off Inquiry form are as follows:

Field Description
Start date Start date of the Personal time off request period in which the leave has been requested.
End date End date of the Personal time off request period in which the leave has been requested.
Project ID Project ID for which the Personal time off request is requested.
Employee name Name of the employee, requesting for Personal time off request.
Category Category ID from the Personal time off request request form.
Description Description of the Category.
Total PTO hours Sum of all the Personal time off request hours for the week.
Workflow status Personal time off request request status.

My Resources Personal Time Off Requests

This is the new form added to the Projects+, with this form resource manager can have access and view the Personal time off request assigned for an action.

Go to Project management and accounting > Projects+ Inquiries and reports > My Resources PTO requests.

This section of the form allows the user to see the Personal time off request submitted and assigned to them for action. Fields and buttons on the My Resources Personal time off request are:

Fields and their description on the My Resources Personal time off request form are as follows:

Field Description
Start date Shows start date of PTO period in which leave has been requested.
End date View the end date of the leave.
Project ID Displays the project ID against which employee is requesting leave.
Employee name View the name of the employee availing leave.
Category Displays the project category against which employee is requesting leave.
Description Displays the description of the project category.
Total PTO hours View the total hours requested as leave.
Workflow state View the status of the PTO request workflow/approval.

Buttons and their description on the My Resources Personal time off request form are as follows:

Buttons Description
Details Click to open a PTO request form.
Workflow Click to approve or reject the request.

Workspaces

Personal Time Off has been added on the workspaces to make the information available to the user easily. All the Personal time off creation and inquiry options are available on the Project Tasks workspace.

Some of the buttons and tabs releted to personal time off requests on this workspace are as follows:

  • New Personal Time Off Request button: Click to open new Personal Time Off Request form to create a Personal Time Off Request.
  • My Draft Personal Time Off Request Tile: My draft Personal Time Off Request tile displays all requests in draft for the logged in user.
  • My Personal Time Off Requests tab: My Personal Time Off Request will display all the Personal time off requested by logged in user.
  • Open Personal Time Off button: Click to open selected Personal Time Off Request record.

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