Overview
Use the Time Off Requests report to view all time off request information in a grid view. You can access this report from three modules:
- Payroll > Reports > Time Off Requests
- Personnel Scheduling > Reports > Time Off Requests
- Human Resources > Reports > Time Off Requests
Filter Options
You have several options for filtering requests.
Filter
You can filter by Job, Employee, or Tier Template. Enter the job or employee number or click the binocular icon to search for a particular record. Click the down arrow to select a tier template from the list.
Dates(s) Requested
This is the only required filter. Enter a date range for the report using the From and To fields.
Statuses
Note: When you filter by status the exceptions filters are not available.
You can filter using some or all of the following statuses:
- Pending Approval
- Pending Employee Update
- Approved
- Denied
- Cancelled
Exceptions
Note: When you filter by exceptions the status filters are not available.
You have the following options when you filter using Exceptions:
- Needs Timekeeping Records–The request does not have timekeeping records. When this filter is selected, you can select the Not Enough Benefit Hours for Request check box.
- Has Timekeeping Record–The request already has at least one timekeeping record. For records that have a timekeeping record, you can expand the detail view and drill into the Timekeeping window for that record. When this filter is selected, you can select the Not Enough Benefit Hours for Request check box.
- Timekeeping Record Does Not Match Benefit–The request does not match the benefit (this usually happens when the Hours Types settings have changed or the Benefit Setup has changed and they are out of sync).
- Not Enough Benefit Hours for Request– Select this check box to find requests for benefit hours which exceed those available to the employee. This can happen when benefit balances or settings change outside of the request process (for example after a promotion or during an annual rollover). Only requests with an Approved status are considered. Timekeeping records that have already been paid are not included. This check box is available when either the Needs Timekeeping Records or Has Timekeeping Record filters are selected.
Advanced Filter Options
Click Advanced Filter Options to access additional filtering options. A row of filter controls is also available in the grid columns.
Grid
The report displays each request as an expandable row. When expanded, additional details about each date of the request are shown. Click Expand All to quickly view all detail records and then Collapse All to close them.
Exporting Data
The Export button gives you the following options:
- Excel Export
- Excel Data Only Export (XLSX)
- Export as a Flat File (CSV)
Exporting as a flat file creates a single table out of the request headers and detail rows so that each detail row will contain the request header details. This means the request header row is repeated for however many days are in the request. The flat format allows for easier data transformation when managing time off request data outside of WinTeam.
Time Off Request History
You can click the notes icon at the end of each request row to view the Time Off Request History for the selected request. This pop-up window provides meaningful information into what was changed, by whom, and when. It is read-only and tracks changes from eHub Web, eHub Mobile, and WinTeam. Details of the days/hours/benefits tied to the date(s) in the request are also tracked.
