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Managing Time Off/Leave

Learn how to manage your time off/leave request records from within OneBoxBM.

Manage your list of time off/leave requests from within the time off/leave management area.

Key Points

When managing time off/leave, the main points to be aware of are.

  • In order to manage time off/leave requests, you must be granted access to do so.
Step-by-step

See below for a step-by-step guide on creating a new time off/leave request, updating an existing time off/leave request and deleting a time off/leave request.

Creating a new time off/leave request
  1. Navigate to the 'Time Off/Leave' area using the system menu.
  2. Click/press the 'New' button in the top left.

At this point you may be presented with multiple options.
(The available options will depend upon your access to time off/leave request records.)

If your making a personal time off/leave request then.

  1. Click/press the relevant option for the request type you wish to create.

If your making a time off/leave request on behalf of another employee then.

  1. Click/press the relevant option for the request type you wish to create.
  2. Search for the employee that you wish to make the request for then click/press select against the relevant record in the list of results.

Once you've made your selection you can then.

  1. Fill out the request details.
  2. Click/press 'Save & Close'.
Updating an existing time off/leave request
  1. Navigate to the 'Time Off/Leave' area using the system menu.
  2. Use the search to find the request that you wish to update .
  3. Click/press the down arrow next the 'View' button and select 'Edit'.
    • You can use the one in the right hand panel or the one in the list.
  4. Make the required changes.
  5. Click/press the 'Save & Close' button.
Deleting a time off/leave request
  1. Navigate to the 'Time Off/Leave' area using the system menu.
  2. Use the search to find the request that you wish to delete .
  3. Click/press the down arrow next the 'View' button and select 'Delete'.
    • You can use the one in right hand panel or the one in the list.
  4. When prompted, click/press the 'Delete' button on the confirmation dialog.
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Time Off Overview Managing Time Off Time Off/Leave Excel Export Managing Time Off/Leave Boxes