Manual Web Site Manual

Time off Request

The Time off Request section allows field staff to submit requests for days off, giving the field staff the ability to add a reason for why they need the time off directly from the IPhone application. Once a time off request has been approved by management, the requested days off will added to the schedule section of the R & T Electric Pro application.

When Time off Requests are submitted to R & T Electric Pro a email is sent to the companies representative, with the requested days off and the reason for the days off.

Configuring Time off Request Submission Email Alert

The company representative that receives a email from R & T Electric Pro, when a time off request submission occurs is a function of who is set up to receive the Time off Request Submission. The person whom should receive this email, should probably be someone in management or human resources. To configure R & T Electric Pro for whom receives receives this email alert in the Company Email Alert section.

Management, Office Staff and Safety Officers can edit who should receive the Time off Request Submission email alert in the company email alert section. For more information about configuring your company email alerts in this web site manual click here to view the company email alert section.

Table of Contents
#Section Name#Section Name#Section Name
1Add Time off Request 2Look Up un submitted Time off Request 3Edit Time off Request
4Submit Time off Requests 5Delete Time off Requests 6View Historic Time off Request
5Update Time off Requests

1.Add Time off Request
Steps
  1. From the Main Menu screen, tap the Company button.
  2. Then tap on the Time Off Requests button to open the Time Off Requests section. Which opens the Add Time off Request tab.
  3. Start Date: The start date field will mark the date first day the user would like off from work.
    1. Tap the Start Date field to open the Choose Date screen.
    2. Scroll the date wheel on the far left of the screen until the desired date is highlighted.
    3. Return to the Add Time Off Request screen by either tapping Save in the top right corner to select the highlighted date or tapping Cancel in the top left corner to leave the Date: field unchanged.
  4. End Date: The end date field will mark the date last day the user would like off from work.
    1. Tap the End Date field to open the Choose Date screen.
    2. Scroll the date wheel on the far left of the screen until the desired date is highlighted.
    3. Return to the Add Time Off Request screen by either tapping Save in the top right corner to select the highlighted date or tapping Cancel in the top left corner to leave the Date: field unchanged.
  5. Reason for Time off: The Reason for Time off field allows field staff to enter a reason for the field staff requiring the day. The character limit of this field is 500.
  6. Tap the + icon in the top right corner to add the Time off Request.
    • A pop-up message that reads 'Time off Request Added! Remember to submit it!' indicates that the Time off Request has been saved.
Step 1
Step 2
Steps 3-4
Step 5

2.Look Up un submitted Time off Request

Once a time off requested has been created, it can be accessed on the View un submitted tab. From this tab field staff can:

  1. Edit the time off requests
  2. Submit time off requests

Once in the Time off Request section

Steps
  1. Tap the second tab on the menu, the Un submitted view. If their are time off requests to view they will be listed with the Start date in blue, the End date in red beside the customer name in black on the first line. The second line will be the entered reason for time off in black.

    2. To Search Time off Requests: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Time off Request search by reason. Enter your search criteria and click the Search button.

  2. Scroll the list of Time off Request until the desired Time off Request is displayed on the screen.
  3. Tap on the Time off Request you would like to view. This loads the time off request.
Steps 1-3

3.Edit Time off Request

Once on the Time off Request you would like to Edit

Steps
  1. Start Date: The start date field will mark the date first day the user would like off from work.
    1. Tap the Start Date field to open the Choose Date screen.
    2. Scroll the date wheel on the far left of the screen until the desired date is highlighted.
    3. Return to the Add Time Off Request screen by either tapping Save in the top right corner to select the highlighted date or tapping Cancel in the top left corner to leave the Date: field unchanged.
  2. End Date: The end date field will mark the date last day the user would like off from work.
    1. Tap the End Date field to open the Choose Date screen.
    2. Scroll the date wheel on the far left of the screen until the desired date is highlighted.
    3. Return to the Add Time Off Request screen by either tapping Save in the top right corner to select the highlighted date or tapping Cancel in the top left corner to leave the Date: field unchanged.
  3. Reason for Time off: The Reason for Time off field allows field staff to enter a reason for the field staff requiring the day. The character limit of this field is 500.
  4. Tap Save in the top right corner to save any changes to the Time off Request.
    • A pop-up message that reads Time off Request have been Saved indicates that the time off request have been saved.
Steps 1-2
Steps 3-4

4.Submit Time off Requests

Once one or many time off request have been entered, the time off requests need to be submitted to R & T Electric Pro.

Once in the Time off request section

Steps
  1. Tap the second tab on the menu, the Un submitted view.
  2. Tap on the Submit button in the top right corner.
    • A pop-up message that reads Time Off Request have been submitted indicates that the time off request have been submitted to R & T Electric Pro.
Steps 1-3

5.Delete Time off Requests

Once in the Time off Request section

Steps
  1. Tap the second tab on the menu, the Un submitted view. If their are timecard entries to view they will be listed with the Start date in blue, the End date in red beside the customer name in black on the first line. The second line will be the entered reason for time off in black.

    2. To Search Time off Requests: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Time off Request search by reason. Enter your search criteria and click the Search button.

  2. Scroll the list of Time off Requests until the desired Time off Request is displayed on the screen.
  3. Swipe from the right edge to the left to bring up the delete button for the time off request.
  4. Tap the Delete button. The time off request will be deleted from the IPhone application.
Steps 1-3

6.View Historic Time off Request

Once in the Time off Request section

  1. Tap the third tab on the menu, the History tab of the main menu view. If their are time off request to view they will be listed with the Start date in blue, the End date in red beside the customer name in black on the first line. The second line will be the entered reason for time off in black.

    2. To Search Time off Requests: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Time off Request search by reason. Enter your search criteria and click the Search button.

  2. Scroll the list of Time off Request until the desired Time off Request is displayed on the screen.
  3. Tap on the Time off Request you would like to view. This loads the time off request.
Steps 1-2
Step 3

3.Update Time off Requests

As management approves time off request on a ongoing basis employees will have to update their phones in order to have a copy of their updated schedule on their phone.

R & T Electric Pro handles this for Time off Requests, by updating Human Resources including: employee, safety training, customer, job site, work order, schedule and timecard information.

Steps
  1. From the Menu screen, tap the Updates button.
  2. Scroll the list of sections until you find the Human Resources button.
  3. Tap on the Human Resources button.
Step 1
Steps 2-3