In every organization, effectively handling time-off requests is essential for maintaining a healthy work-life balance for employees and ensuring smooth operations. One effective approach to accomplish this is to customize time-off request subtypes to match the individual demands of your employees. In this blog post, we’ll walk you through the steps of creating and customizing time-off request subtypes to improve the request and approval procedure.
Configuring Time-Off Request Subtypes
Accessing Request Subtypes
- Go to Main Menu > Administration > Application Setup > Employee Self Service > Request Subtypes.
Creating a New Subtype
- Best Practice: Create new request subtypes rather than changing current ones to prevent disrupting pending requests.
- Click “New” and enter a name for the new subtype.
- To make modifications, choose a subtype and click “Edit” or “Duplicate”.
- Configure priority order, display accruals, and enable multiple date ranges if needed.
Symbolic Values and Display Options
- Define default symbolic values for paycodes.
- Choose display options like showing accrual totals, request summaries, and duration before paycode.
- Set default paycodes and configure Paycode Values Profiles (PCVP) for different employee groups.
- Allow employees to select additional paycodes if necessary.
Symbolic Amounts and Duration
- Define default symbolic amounts such as full day, half day, or specific hours.
- Configure duration labels to improve clarity in the request interface.
Notification and Approval Settings
- Ensure that notifications are enabled to keep management and staff informed.
- Configure approval settings based on organizational needs.
Request Cancellation and Verification
- Configure cancellation options and verifications to align with your organization’s policies.
- Set up automatic approval and editing permissions for managers if required.
Open Shifts and Breaks
- Decide whether to create open shifts and how breaks should be adjusted during time-off.
- Explore features such as automatic approval, calendar synchronization, and team absence quotas.
Save and Implement
- To apply the chosen options, click “Save & Return”.
Efficient time-off request handling is critical to creating an enjoyable work culture. Customizing request subtypes allows businesses to tailor the process to their specific needs, resulting in a seamless and transparent workflow for both employees and management. Take the time to carefully select these settings, and you’ll set the stage for a more productive and satisfied workforce.