The Personal Time Off Review screen allows you to review personal time off requests submitted to you. You can view the time off reason, view the number of hours of Personal Time Off (including, Paid, Unpaid or Comp Time) available, add a note and decide to approve or reject the PTO request made.
View By:
You can view the personal time off requests for Employees Only, Vendors Only, All Employees and Vendors, Employee Groups and Vendor Groups. Select option from the drop-down list in this field.
Depending on what is selected in the View By field, the list of employees or vendors is displayed in the From and To fields.
From-To:
These drop-down lists allow you to filter the range of employees or vendors you want to view personal time off requests for.
More Filters:
The drop-down allows you filter the data displayed in the grid by applying more filters. You can choose to view entries which are: Approved only, Unapproved only, Submitted only or Rejected only.
Period:
The period field provides All, This Month, Last Month, As Of Last Month, This Year to Date, Last 2 Months, Last 3 Months and Custom options. They determine the range of personal time of requests that are displayed in the grid. When the Custom option is chosen, you can choose your own range of period using the From-To fields.
Reason for Personal Time Off:
Reasons or additional notes, if any, entered in PTO Request screen by the user seeking personal time off will be displayed here.
Reviewer Notes:
You can enter here the reasons or additional comments for reference. Reasons for rejection can be specified here, and the user seeking for the personal time off will get to know about the same.
PTO Review Grid
The grid displays the following columns:
Select:
Select the check box of the PTO request to view the reason for the request and to add notes.
Date:
Shows the date, the PTO request was made.
Employee ID:
ID of the employee or vendor who is seeking personal time off.
Start Date:
The date when the personal time off period will start. The Start Date carries from the PTO Request form.
End Date:
It is the date up to which you want to request your personal time off. The End Date gets carried forward from the PTO Request form.
Hours:
Total of the hours that user is seeking for personal time off. Hours also, get carried forward from the PTO Request form.
Paid:
The number of hours as has been specified by the employee to be considered as paid hours.
Unpaid:
The number of hours as has been specified by the employee to be considered as vacation hours.
Comp Time:
The number of hours as has been specified by the employee to be considered as compensation hours.
Status:
This column in the grid shows you the status of each request: Approved
,
Submitted 
, or Rejected 
.
Personal Time Off Review Button Panel
Help:
Opens the Web Suite Help in the Personal Time Off Review window.
Print:
The drop-down displays a list of in-context reports. You can print, preview or cancel the reports from here.
Delete:
Select the entry you want to delete.
Workflow:
Opens the Workflow screen that tracks the submit-approve events of all PTO requests.
Action
Approve:
Click this button to approve one or more entries selected in the grid. Requests that are approved will show Approval icon in the grid.
Reject:
Click this button to reject one or more entries selected in the grid. Upon rejection, Web Suite gives you an option of sending messages, where you can specify the reasons for rejection.
When the selected PTO request is approved, Web Suite prompts you to make
time entry against this PTO. If you click Yes, Web Suite again prompts
you to specify a default project in the Global Settings screen. However,
if the default project is already specified in the Global Settings screen,
no prompt is generated.
If you
choose to make time entries against a PTO, the entries are made for the
paid hours and comp hours. These auto-generated time entries are linked
with the PTO request and if the PTO request is deleted, these time entries
get deleted too.
You can
also update an approved PTO, provided you have the proper security permissions
to do so. When you update an approved PTO request, the corresponding time
entries also get updated, provided these entries are not linked to a vendor
bill or an invoice. Also, if you modify the time entries linked to a PTO
request and then update the PTO request, Web Suite overwrites the time
entries with new ones and the modifications are not retained. For example,
if you approve the time entries or change their billable status, the updated
time entries will not retain these changes when you update the corresponding
PTO request.
Save:
Click this button to save the changes made to the PTO Request.
New:
Click the New button to open the PTO Request screen and create a new personal time off request.
Refresh:
Refreshes the grid if any changes are made in the View By and Period fields.
Close:
Closes the PTO Review screen and returns you back to the home page of Web Suite.