Searching for an Unavailability Request
The Unavailability Request Search screen is the default screen when the Unavailability Requests screen is opened. It is used to search for employee unavailability and recurring unavailability requests using the filter criteria. Depending on the authorization role of the user, selected records can be viewed, handled, edited, or deleted.
To open and view details of a request:
- After searching for a request, select one or more Request records to open and view by checking the box to the left of the record.
- Click on the folder to the left of a record to open it first.
- If multiple records were selected, use the Request Navigator section in the left pane to scroll between records.
The icons under the Status column indicate the status of the request:
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Approved
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Indicates the supervisor has approved this request.
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Canceled
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Indicates this request was canceled by either the supervisor or the submitting employee.
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Denied
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Indicates this request was denied by the supervisor, or that it was canceled by either the supervisor or the submitting employee.
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Requested
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Indicates that this request has not been handled yet.
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Pending Review
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Indicates the supervisor has seen this request, but has not yet handled it.
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The icons under the Classification column indicate the type of request:
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Unavailability
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This icon indicates a single transaction or time frame for unavailability (for example, vacation).
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Recurring Unavailability
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This icon indicates a recurring cycle of unavailability on specific days of the week (for example, for a Continuing Education class).
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Classification
Indicates the type of unavailability request submitted by the employee (Unavailability or Recurring Unavailability).
Date Range Begin
The first date of a range in which to search for a request. If the effective time frame of the request falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Date Range End
The last date of a range in which to search for a request. If the effective time frame of the request falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Employee Code
The identification code of the employee submitting the request.
Employee First Name
The first name of the employee submitting the request.
Employee Last Name
The last name of the employee submitting the request.
Organization Unit
The Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.
The home labor distribution of an employee indicates the main organization unit where the employee is assigned. The Home labor distribution assignment is used to determine the access Roles and processing Assignments for the employee and also to determine whether employees are included in reports and other processing (such as calculations and scheduling).
The primary home labor distribution assignment specifies the main job class/position of the employee within the home labor distribution. An employee can only have one effective Primary Home labor distribution assignment effective, but may have multiple Alternate Home labor distribution assignments (same organization unit as the Primary Home but with a different job class/position) and Alternate labor distribution assignments (different organization unit than the Home labor distribution).
Note: All labor distribution assignments for an employee are set up on the Labor Distribution screen in the employee record. For more information, see the Employee section>Labor Distribution screen>Primary Home Labor Distribution.
The trunk, branch, and leaf organization unit levels are displayed. The labels of the different levels is determined by the corporation.
The leaf structure level is the lowest of the four major organization structure levels used for payroll processing and scheduling, and is optional. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The trunk structure level is the second of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration > Organization Unit > Organization Link Levels screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
The trunk structure level is the second of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
The branch structure level is the third of the four major organization structure levels used for payroll processing and scheduling. There can be up to nine structure levels within an organization, but the four key structure levels are called root, trunk, branch, and leaf. Many of the payroll and scheduling reports are totaled by these levels.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration section>Organization Unit card>Organization Link Level screen.
During initial system set up, these levels are identified and linked in the system. Authorized users can view the structure levels assigned to each of these levels on the Configuration > Organization Unit > Organization Link Levels screen.
Schedule Group
The schedule group that includes the Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.
The home labor distribution of an employee indicates the main organization unit where the employee is assigned. The Home labor distribution assignment is used to determine the access Roles and processing Assignments for the employee and also to determine whether employees are included in reports and other processing (such as calculations and scheduling).
The primary home labor distribution assignment specifies the main job class/position of the employee within the home labor distribution. An employee can only have one effective Primary Home labor distribution assignment effective, but may have multiple Alternate Home labor distribution assignments (same organization unit as the Primary Home but with a different job class/position) and Alternate labor distribution assignments (different organization unit than the Home labor distribution).
Note: All labor distribution assignments for an employee are set up on the Labor Distribution screen in the employee record. For more information, see the Employee section>Labor Distribution screen>Primary Home Labor Distribution.
Status
The approval status of the request.
More About Request Status Codes
The following Request Status Code options are available:
Approved
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The request has been reviewed and is allowed (approved) by the supervisor.
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Denied
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The request has been reviewed and is rejected (denied) by the supervisor.
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Canceled
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The request has been withdrawn (canceled) by the supervisor or employee.
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Requested
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The request has not yet been reviewed by the supervisor.
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Pending Review
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The request has been viewed, but has not been approved or denied by the supervisor. This setting is an acknowledgment that the request has been seen.
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Needs Review
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This option is only available on Search screens. If this value is selected, the search results include records with a status of either Requested or Pending Review.
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