Use My Requests to ask for time away from work and check the request’s status.

Environment

  • Your account is linked to an agent profile.

Resolution

  1. Open My Requests in the agent portal and select New Request.
  2. Set Request Type to Time Off, then choose a Type of time off. Available types include PTO, Sick, Vacation, Personal, Jury Duty, and Bereavement.
  3. Choose the Start Date and End Date. For only part of a day, select Specify start and end times, then enter the Start Time and End Time.
  4. Add a reason if it helps explain your request. A reason is optional for time off. Check Approvers and select one or more if none is already selected.
  5. Review the displayed time-off balance and any Constraints. Resolve blocking messages before submitting. Request rules can prevent a request from being submitted.
    The New Request form brings together the time-off type, dates and optional times, reason, approvers, balance, and constraints for review before submission. Select the image to inspect it at full size.
  6. Select Submit request. Check Open Requests for the new row and confirm its status is Pending.
    Note: Pending is not approved

    Submitting sends the request for review. Check My Requests for a decision; submitting does not update your published schedule.