Requests

Requests are submitted by employees to their supervisor to address exceptions, correct punch times and request time off or changes to their schedule. The relationship between a supervisor and employee is determined by the hierarchy settings.

To submit a request, do the following:

• Click on the drop-down arrow at the far right side of the header bar to open the Employee Profile Menu, then click Requests.
• Click New in the button bar.
• Complete the Request.
• Click Send in the button bar to route the Request to the supervisor.

See the Basic Operation section for details on viewing and deleting.

Request Tab FIELD DESCRIPTION Employee Automatically populated with the employee's name. Type Select the type of request from the drop-down box. TYPE DESCRIPTION Missed Punch Employee did not punch in or out from a shift. Punch Adjustment Employee needs an adjustment to a punch. Absence (incl. Vacation) Employee is requesting time off for vacation or another reason. Once an absence request under a specific absence policy is approved, the accrual balance is updated immediately, even for future-dated requests. This ensures accurate tracking of the available accrual balance, enabling supervisors to effectively manage and authorize any subsequent absence requests. (See the table below for additional fields available for this type). Schedule Adjustment Employee requests a change to the schedule. (See the table below for additional fields available for this type). Other Employee has a different request from the categories listed above. Date Select the date that the request references. For example, when requesting a two week vacation use the first day of the vacation. Reason / Message Enter information or an explanation of the request.

 

 

Absence (incl. Vacation) & Schedule Adjustment Request Types FIELD DESCRIPTION Status Choose either Absent or Working for this request. Start Date Start date for the requested absence or schedule adjustment. End Date End date for the requested absence or schedule adjustment. Effective Days Click only the days of the week which would normally have been worked during the time specified for this particular request. If more than one week is selected by the Start Date and End Date the effective days must be the same for each week or an additional request must be created. In Start time for the requested absence or schedule adjustment. Out End time for the requested absence or schedule adjustment. Overlapping Shift(s) TimeTrex identifies if an overlapping shift is created by a Request and automatically suggests a mode. Click on the information icon to see the Suggested Overlapping Shift(s) Mode and a preview of what the results would look like. MODE DESCRIPTION Replace Any overlapping shift is completely replaced by the requested shift. Split Any overlapping shift is split so the requested shift will not overlap. For example: If a current working shift is 8:00 AM to 5:00 PM and an Absent shift from 3:00 PM to 5:00 PM is requested it results in a 2 hour overlap. If you select the Replace Mode, the requested shift will replace the original shift completely, leaving only an absent shift of 3:00 PM to 5:00 PM. If you select the Split mode two shifts will be created, a working shift from 8:00 AM to 3:00 PM and an Absent shift from 3:00 PM to 5:00 PM. Create Open Shift (For Absences) This field is available when a supervisor is Authorizing Requests. An open shift is created for any shifts that need to be filled after an absent shift(s) request is authorized. Schedule Policy Select the schedule policy that applies for this request or schedule adjustment. Absence Policy If the Status is set to Absent, select the applicable absence policy that applies. Branch Select the branch that applies to this request. Department Select the department that applies to this request. Job Select the job that applies to this request. Task Select the task that applies to this request. Tags Select the tags that applies to this request. Reason / Message Provide more details regarding this request.