Overview: Administrators can approve or deny time off for any employee on the account from several areas on the Buddy Punch website or mobile app.
Web Instructions:
App Instructions:
Approve/Deny Time Off - Dashboard (Web)
1. There are several different ways to take action on time off. The first is directly from the dashboard under the Pending Approval ---> Time Off section on your Dashboard.
Click Approve to immediately approve the time off or click View if you want to review the request in more detail:
2. If you choose to View, you'll be taken to the Time Off Calendar, where you can check the box next to the time off in question and then either Approve or Deny the time off request. You can also choose to Delete:
Approve/Deny Time Off - Time Off Calendar (Web)
1. Start by clicking Time Off in the top navigation:
2. From the Month view, you can click on the time off you want to approve or deny:
3. On the Edit Time Off page, you can Approve or Deny the request. You can make adjustments to the Time Off Type, Hours, and Note before approving:
4. Alternatively, from the List view, you can check the box next to the time off that's pending approval and then choose to Approve or Deny:
Approve/Deny Time Off - Time Card (Web)
1. Start by clicking Time Cards in the top navigation, followed by View All:
2. Click View next to the name of the employee whose time off you want to approve or deny:
3. Once on their time card, you can quickly approve a request by choosing the Approve button:
4. Or Edit the request instead to have access to both Approve and Deny:
Approve/Deny Time Off - Dashboard (App)
1. From the Dashboard, click the Time Off Pending Approval option. (Left image below)
2. On the Time Off Approvals page, click the arrow next to the name of the employee whose time off you want to take action on. (Middle image below)
3. Once on the Edit Time Off page, you can then make adjustments if needed and Approve or Deny the time off request. (Right image below)
Approve/Deny Time Off - Time Off List (App)
1. Start by clicking Time Off in the bottom navigation. (Left image below)
2. On the Time Off List page, click the arrow to the right of the time off entry you want to take action on. (Middle image below)
3. Once on the Edit Time Off page, you can then make adjustments if needed and Approve or Deny the time off request. (Right image below)
Approve/Deny Time Off - Time Card (App)
1. Start by clicking Time Cards in the bottom navigation. (Left image below)
2. On the Time Cards page, click the arrow next to the name of the employee whose time off you want to take action on. (Middle image below)
3. Once you're viewing the employee's Time Card, click the arrow next to the time off you want to take action on. (Right image below)
4. Choose the time off again on the Time Off Details page. (Left image below)
5. Now that you're on the Edit Time Off page, you can make adjustments if needed and Approve or Deny the time off request. (Right image below)
FAQs
Q: Why don't I see the option to delete time off?
A: To be able to delete time off, the "Shifts and Time Off can be Deleted" option must be enabled by an Administrator under Settings --> Account Settings. More information here.