ClickTime's Time Off Request and Approvals features allow your employees to request time off in advance and have those requests reviewed by the appropriate ClickTime Manager or Administrator. Access to the Time Off Request and Approvals features requires using the additional Time Off Accruals Module - please contact ClickTime Support if you would like to try using the features.
This guide will cover the steps to set your organization up for reviewing Time Off Requests and the process for doing so from the Administrative side. For assistance with submitting a Time Off Request for approval, please see the Requesting Time Off guide here.
The first step to using Time Off Request and Approvals is to note which Leave Types require Approval. This can be done both for existing Leave Types, as well as new Leave Types. Leave Types can be added/edited from the Leave types from the Company --> Preferences --> Leave Types page (more details on editing Leave Types can be found in the Leave Types Guide here).
To edit an existing Leave Type from the Leave Types Details page, click the "Edit" pencil icon for the Leave Type you'd like to modify.
Then "Edit Section":
To require approval for this Leave Type, choose the radio button labeled "Approval required". Please note the text to the right which explains that "Employees must request this leave type from their Time Off page. Time Off entries will appear on timesheets after requests are approved." This means that the employees will no longer see this Leave Type option in their Time Off drop-down and must request Time Off through the new workflow.
Please note that requiring approval so cannot be undone once you Update. After a Leave Type has been set to "Approval Required", you will not be able to change the status back. If you set a Leave Type to "Approval Required" in error, you will need to inactivate the Leave Type and create a new one. If you have questions or concerns about this, please contact ClickTime Support before changing this setting.
Next you will be required to select a Default Approver for the Leave Type from a list of the active Administrators of your account. This is the person who will approve time for anyone with a specific Time Off Approver (more details here). They will also be a fall-back approver for any requests not resolved if a Time Off Approver is updated to no longer have permission to approve Time Off requests.
The additional fields are optional, although you will want to make sure that the Status is set to "Active" in order for people to request Time Off for this Leave Type.
Click "Update" to save your changes. This will have the following effects:
- Time off entries created before conversion can be deleted from Day view (only), but cannot be edited
- All People will need to create requests for this leave type from the Personal> Time Off page
- Admins can create (and approve) requests from the "Action" button on the Company> Time
Once you have set up your first Leave Type to Require Approval you will see the new Time Off tab in the Company section of your account (you may need to refresh the page to see the update).
You can now proceed to setting up the Time Off Approver who should review the Time Off Requests on a person-by-person basis (see below).
You can also create a new Leave Type specifically to require approval from the Leave Types List View page by clicking "Add Leave Type":
Next, give your Leave Type a name and set the Category to "Approval Required":
Then indicate the "Default Approver" from the list of local Administrators.
The "Default Approver" is the person who will approve time for anyone with a specific Time Off Approver (more details here). They will also be a fall-back approver for any requests not resolved if a Time Off Approver is updated to no longer have permission to approve Time Off requests.
You have the option to enter an Accounting Package ID if your organization uses the field and to enter any Notes about the field. Make sure to leave the Status as "Active" in order to let your employees use the Leave Type. Then click "Save" to create the new Leave Type.
Please note: If you create a Leave Type where Approval is required you will not be able to change the Category to "Approval Not Required" at a later date. If you decide this Leave Type should not require Approval, you will need to inactivate it and create a new Leave Type.
After you create the new Leave Type, you will see it on the Leave Type List View page and will be able to see the Category is set to "Approval Required".
Once you have set at least one Leave Type to "Require Approval" you will now be able to set the Time Off Approver for each employee. By default, everyone with Administrative access will be able to review / approve Time Off Requests. People with Manager access can also be given permission to review / approve Time Off Requests (more details on Managerial Permissions can be found in this guide).
- Manager Permission to Review / Approve Time Off Requests
- Setting the Time Off Approver for an Employee
To give a Manager the ability to review / approve Time Off requests, you will want to go to their Person Details page and then Edit the "Security and Permissions" section of the page. The "Time Off" section is where you can give them permission to "Approve Time Off" for either "all people" or "people in specific Divisions" (if your organization is using Divisions).
Doing so will allow the Manager to view the Company --> Time Off page, as well as appear as an option as an employee's Time Off Approver. We'll cover setting Time Off Approvers for each employee in the next section of this guide.
If you are giving a Manager the ability to approve Time Off Requests, they will need to be have the permission to "View" your People Lists in order to see the available Time Off when reviewing requests. We also recommend they have permission to "Add / Edit" your People Lists so they can view the Time Off Balances section of the Person Details page.
They must have "View" permissions in order to see the balance of an employee when approving time (this is also discussed below).
The Time Off Approver can be set for each employee on a person-by-person basis. To do so, go to the Company --> People page and click the "edit" pencil icon to open up their Person Details page.
Scroll to the "Timesheet Settings and Approvals" section. You will see that Time Off is "approved by the Default Leave Type Approver". To set a specific Time Off Approver, click "Edit Section":
Next, choose the appropriate person from the "Time off is approved by" section. This list will include all Administrators for the account, as well as those Managers with permission to "Approve Time Off" (discussed above). You can then click "Update" to save your changes.
If you do not set up someone with a specific Time Off Approver, their requests will go to the Default Approver, which is set by the Leave Type (details above).
Next we will cover the Review and Approval process for Time Off requests. For assistance with requesting Time Off, please see the Requesting Time Off Guide here.
There are two different notifications a Time Off Approver will see when there are requests they need to respond to:
- An Email Notification will be sent to the email address assocaited with their Clicktime account. This will include a summary of the request, as well as a link directly to the Time Off Request Detail page where they can respond to the request:
- They will also see a Dashboard Notification on the Company --> Dashboard page letting them know how many total Time Off Requests are waiting for their action. They can use this link to go to the Company --> Time Off page which will be filtered by default to their Pending Requests.
The Company --> Time Off page is the main page that Managers and Administrators can use to review and take action on Time Off Requests:
There are two parts of the page, the Time Off Request Table, and the Filter options. By default, the page will Filter to Pending Time Off Requests.
Managers will only see the Time Off Requests that they are set to approve, while Administrators will see Pending Time Off requests for any employees whose request they approve, as well as any requests where they are the Default Leave Type Approver (meaning the employee has not been set up with a specific Time Off Approver from their Person Details page, explained above).
The Filters can be updated to change the Status of the request, as well as the Time Frame of the Request. They can also be used to look for people in a specific Employment Type, specific People, and Requests that require the same Approver
To return all filters to the default after changing them, click the "Reset to Default Filters" text at the bottom of the panel:
Time Off Approvers (and admins) can use the Company --> Time Off page to Approve (or Reject) more than one request at a time. This is a very similar to the features available on the Company --> Timesheets page.
After using the Filter to find all requests to Approve (or Reject), check the boxes next to the Time Off Request, or use the option at the top to select all:
Then use the options at the top right of the table to either Approve or Reject.
If you choose to "Reject", you will be required to enter a comment. Rejecting will send an email to the person who requested the Time Off with that comment. The comments will be visible from the Time Off Request Detail page. No time entries will be created if you "Reject" the request.
If for some reason the Request cannot be rejected, the pop-up will update to display the reasons why.
ClickTime will not allow you to Reject requests that are part of a locked timesheet, have been canceled by the requester, or that have already been rejected.
If you choose to "Approve", you will have the option to enter a comment. This will also send an email to the person who requested the Time Off with that comment. The comment will be visible from the Time Off Request Detail page.
After you choose to approve the pop-up will show you the results of your Approval.
If for some reason the Approval cannot be processed, the Request pop-up will update with more information regarding why the Request was not successful. ClickTime will not allow you to approve requests that are part of a locked timesheet, have already been approved, or would result in more than 24 hours being logged for the day.
Approved Time Off Requests will also create the time entry on the appropriate days. These time entries will be locked and cannot be edited:
In addition to Approving from the Company --> Time Off page, you can also click the "Details" pencil icon for any requests to go to the Time Off Request Detail page, which will display more information about the request.
From here you can choose to Approve, or Reject, each request one at a time.
After taking action you will be returned to the Company --> Time Off page.
Administrators will see an "Actions" dropdown button on the Company> Time Off page. This can be used to submit a request on behalf of another person. It will also allow them to automatically approve the request if they would like (or let it go to the appropriate Time Off Approver). and to approve it automatically if they so choose).
This page is exactly like the Time Off Request page from the Personal --> Time Off page, except that there is an additional "Person" field required.
This is where the Administrator can choose which employee to create the request on behalf of. Once they do so, the page will then display the "Balance as of Today" panel, which has details information about all of the employee's available Approval-required leave types. Below this is the "Planned Time Off" panel, which displays information about all of the employee's pending and approved Time Off Requests in the future. This panel will scroll after 5 entries (if necessary)
In addition to the "Person" field, the Administrator will need to choose the Leave Type and fill in the number of hours for each day. ClickTime will allow up to 30 days of Time Off in each request. The Notes field is optional.
Before submitting, Administrators also have the option to check the "Approve this request on submission" box. If they do so, the request will automatically be approved. If this box is left un-checked, the request will go to the employee's designated Time Off Approver as usual.
When a request is submitted, the form will clear and another request can be made immediately.
If they decide not to submit the request, they can click "Reset form" (next to the "Submit" option) to empty out every field they have entered. This returns the form to its starting (empty) state.