Sending/Receiving PTO Requests

If the administrator has enabled the option to require all PTO schedule entries to have approval before posting to the vacation calendar, then you will have to submit a PTO request. This can be done by selecting the "Send PTO Request" option from the "Action" menu or on the vacation calendar. If you receive a PTO request from another user, it must be approved or denied. An approved request will automatically be posted to the vacation calendar. A note will be sent to the user requesting the PTO specifying whether the request was approved or denied.

•	Send PTO Request

The "Send PTO Request" window can be opened by selecting the "Send PTO Request" option from various places in the program such as from the "Action" menu, on the vacation calendar, or on the standard toolbar. This option will be grayed out if the PTO system has been disabled by the administrator in the system controls. Simply set the "From" and "To" date of the PTO as well as an optional memo to appear during the PTO period. An optional memo to the recipient of the request can also be entered. The list of possible recipients is set by the administrator in the user controls. You will receive a note back when the recipient has either approved or denied your request. An approved request is automatically posted to the vacation calendar. Your status will automatically be changed to specified status and the memo will be set when the PTO starts. Your status will be taken off the specified status and the memo will be cleared when the PTO ends. You can only access this window if the administrator has enabled the option to require all PTO entries to have approval before posting to the vacation calendar.

•	Receive PTO Request

A received PTO request will automatically pop up on the screen. You can optionally save it for later or respond to it. A saved PTO request can be accessed in the message inbox. To respond to the request, select either to approve or deny it and then click the submit button. You can optionally enter in a message that will appear in the note that gets sent to the requester. The note will also inform the user if their request was approved or denied. You can also forward the request to another user who also has been given approval privileges. Once a request has been forwarded, only the new recipient can approve or deny the PTO request.