Customizing Time-Off Tracking Reports

You can customize the following Time-Off Tracking Reports Templates to create unique saved searches:

• TEMPLATE Approved Time-Off Requests

• TEMPLATE Pending Time-Off Requests

• TEMPLATE Rejected Time-Off Requests

• TEMPLATE Upcoming Approved Time-Off (1 Month)

• TEMPLATE Time-Off Plan Assignment

• TEMPLATE Employees without Time-Off Plans

• TEMPLATE Work Calendars

Customizing a Time-Off Tracking Report Template

To customize a time-off tracking report template:

1. Go to Lists > Search > Saved Searches.

2. Beside the template that you want to customize, click Edit.

3. In the Search Title field, remove “TEMPLATE” from the name of the search, and enter a new name for the search if necessary.

4. In the Audience subtab, from the Roles list, select the roles that should have access to the saved search.

5. If necessary, update the settings in any of the other tabs (for example, you can update search criteria in the Criteria subtab).

6. Click Save As.

Creating a Center Category for the Saved Search

To allow access to the time-off tracking reports from menu links, you create a center category.

To create a center category for the saved search:

1. Go to Customization > Centers and Tabs > Center Categories > New.

2. Set the following values:

   • Set the Label field to Time-Off.

   • In the Center Type list, select Classic Center.

   • In the Center Tab list, select Reports.

3. In the table, depending on the report that was used to create the saved search, set the following values:

   For each of the following reports:	Set the Link column to:	Set the Label column to:
   Approved Time-Off Requests	Approved Time-Off Requests Results	Approved Time-Off Requests
   Pending Time-Off Requests	Pending Time-Off Requests Results	Pending Time-Off Requests
   Rejected Time-Off Requests	Rejected Time-Off Requests Results	Rejected Time-Off Requests
   Upcoming Approved Time-Off (1 Month)	Upcoming Approved Time-Off (1 Month) Results	Upcoming Approved Time-Off (1 Month)
   Time-Off Plan Assignment	Time-Off Plan Assignment Results	Time-Off Plan Assignment
   Employees without Time-Off Plans	Employees without Time-Off Plans Results	Employees without Time-Off Plans
   Work Calendars	Work Calendars Results	Work Calendars

4. Click Save.

You can now access the reports at Reports > Time-Off.

Related Topics:

• Time-Off Tracking Reports

General Notices