Your employees can send you their time off requests (or vacation requests) directly through the application. You will receive a notification once you receive a new request. You can manage all time off requests in the "Request" menu.
PROTIP: Pending time off request will show as draft in the scheduler, providing an overview of potential conflicts. It's can be a useful trick for vacation request management.
A) Type of time off in Agendrix?
In Agendrix, there are 2 different types of time off:
- Unpaid time off: Absence, punctually unavailable etc.
- Paid time off: Public Holidays, Vacation, Floating, Sick, etc.
B) Time off request menu
- Click on the pending requests to check its details and make a decision (see pink arrow)
- Click on the green “Create a time off request” button (see blue arrow) if you need to log a Time Off for a given employee
C) Creating a time off request
See this article on how to create the request for an employee!
The request won't automatically be approved. It will be send in the "pending" section.
D) Details of a time off request
- WHEN and JUSTIFICATION are fields that are filled in by the employee; as such, they cannot be changed
- GENERAL SETTINGS: You must identify the time off request more accurately (see pink box).
It is important to read the employee’s justification and categorize it accordingly (vacation vs absence, paid or unpaid) to help the accountant, who needs this information in order to manage the payroll.
- “Approve the request” or “Decline the request” when you are ready to make your decision (see blue arrow)
- Use the “Comment” button (under pink arrow) to communicate with the employee about the time off request