Articles in this section

Lesson 2 - Use of Time Offs Tab

One of the perks of Primetric is the ability to request, approve, and manage time off requests. Firms that use the module can factor vacation, PTO, parental leave, and other types of time off into employee capacity to allocate tasks efficiently. Employees can submit their own time off requests for review and approval if granted permission.

Below, we’ll walk you through the Time Off tab and answer frequently asked questions.

 

Table of contents

How do you check accepted time off requests?  

What are the application statuses, and what do they mean?

How do I check how many time off days I've used and how many left?

How do you edit or retract a time off request?

I'm an employee. Can I see other people's requests?

I want to request time off but can’t find the right vacation type. Can I add a new vacation type manually?

How can I know if my time off will be paid or not? 

 

How do you check accepted time off requests?  

All your correctly added requests will be displayed at the top of the Time off window in a square bracket with a Pending status label. Once a bid is accepted or rejected, it moves to the table at the bottom of the window. You can check its status by scrolling down to the table and looking at the left column. After adding a request, you should find the Pending status there. That status will change to Accepted if the request has been approved. You will receive a notification both in Primetric and in your email. 

 

What are the application statuses, and what do they mean?

In Primetric, you will find five application statuses. You can find their explanations below: 

  1. Pending - You have successfully sent your request.
  2. Accepted - Your manager has accepted your request.
  3. In progress - The time you requested is already underway. 
  4. Rejected - Your manager has rejected your request. You can contact your manager to understand why your request has been denied.
  5. Retracted - Let’s say you applied for time off, but you changed your plans. In that case, you can withdraw your request. A request that has been withdrawn will show up with a RETRACTED status.

How do I check how many time off days I've used and how many left?

In Primetric, you will find information on the number of time off requests you have sent. By default, these requests will be displayed in a yearly format. You can change years using the settings at the top right.

Unfortunately, you won’t see the number of days off you can request and use in this window.

 

How do you edit or retract a time off request?

You can edit a time off request even if it’s in progress. You can do this in two places depending on the status of your request. 

  1. Pending: As you have learned from this article, your request will initially be shown with a Pending status at the top of the Time Off Requests window. It will remain there until it is accepted or rejected by your manager. To edit a pending request, click the Pencil icon at the top right corner of the request. Next to the Pencil icon, you’ll see a red X icon. Click this icon to retract a request.

  1. Other statuses: You can still edit your request even if it’s already been accepted or rejected by your manager or is currently in progress. To edit an accepted or rejected request, open the Time Off tab and scroll down to the table at the bottom of the window. Find your chosen request,  go to the last column on the right side of the table, and click the Three dots. A picklist will appear: click the Change Request option to make edits or click Retract to retract the request. 

 

I’m an employee. Can I see other people’s requests? 

No. This option is available only for managers. 

 

I want to request time off but can’t find the right vacation type. Can I add a new vacation type manually?

Unfortunately, you don't have this option. Only managers with appropriate permissions can add time off types. The list they create will be standard for the entire organization.

 

How can I know if my time off will be paid or not? 

Time off types in Primetric doesn’t determine whether you’ll be paid during your leave. If you have any concerns, ask your manager whether you’ll get paid during your absence. 

 

Which manager can accept or reject time off requests?

Every Manager with HR access enabled can accept or reject your time off requests.

 

How can I check who accepted a specific vacation or what is the status of my request?

If you want to check who accepted your time off request or what is the status go to the calendar view and hover on a specific vacation. You will find information about the status and who approved your request.

Was this article helpful?
0 out of 0 found this helpful