Submitting Time-Off Requests

Use the following procedure to submit a time-off request.

Important:

If the Time-Off portlet does not appear on the home page of your Employee Center, then the Time-Off Management feature has not been enabled for your account. To add the Time-Off portlet to your Employee Center, contact your NetSuite Administrator or HR Generalist.

To submit a time-off request:

  1. From the home page of your Employee Center, in the Time-Off portlet, click Home.

  2. Click Request Time-Off.

  3. On the Request Time-Off page, specify the start and end dates for your time-off request.

    You cannot enter time off for days that are not a part of your work week. Non-working days and pending or approved whole day requests are grayed out and cannot be selected.

    Note:

    To request only one day off, click the day you want off in the calendar twice. The Dates field will automatically populate with the specified date.

    After you specify the date range using the calendar, each day is displayed in chronological order.

    Screenshot of the Request Time-Off page. The employee can include a message explaining why they are requesting time-off.
  4. For each date in your request, select the type of time off you are requesting. If the time-off type you select has multiple days available, the corresponding date entries in the list are automatically filled for you.

    For example, if you select Vacation with three days available, the first three days in the list are tagged as vacation days.

    You can also use a combination of time-off types for a time-off request. For example, you can specify that you want to use a combination of vacation days and floating holidays.

    The displayed days available takes into account time off that has already been approved for the year, but that you have not taken.

    If the time-off type is tagged as track only, no time off is accumulated, and only your usage is tracked. For example, you have no limit to the number of sick days that you can take. The sick day time-off type is tagged as track only.

    Note:

    If your company lets you carry over unused time, and you are booking time off for next year, note the following. You do not see your carryover balance in the forecasted balance. Your carryover days are calculated at the end of the year to ensure you do not overbook your time off for next year.

  5. To change a time-off type, or adjust the duration of the time off, click the Edit icon beside the entry that you want to change. Make any required changes in the popup window that appears, and click Done.

    Screenshot of the Request Time-Off page, where the edit icon is clicked, so that type and duration may be altered.

    If your request exceeds the days you have available, a warning icon appears beside the request. If your request overlaps with another employee’s request, a notification icon appears beside the request. Neither of these icons prevent you from submitting your request. For more information, hover over the icon, and make any necessary changes.

    Screenshot of the Request Time-Off page, which depicts the Wait banner that appears when an employee requests more days off than are available.
  6. Optionally, you can include a message to your approver.

  7. Review the summary box for a breakdown of your request, and then click Submit.

A request is sent by email to your approver. For time-off types set with automatic calendar event creation, calendar events will be created after the request is approved. The event can be viewed in your Calendar portlet and includes your assigned supervisor as an attendee. To view the status of your time-off request, in the Time-Off portlet, click Requests. For more information, see Viewing Time-Off Requests.

Related Topics

General Notices