How Employees Can Manage Their Time Off via Web
Employees can now easily manage their time-off requests by logging into Housecall Pro via the web portal.
Submitting a Time Off Request
To submit a Time Off Request:
Navigate to the Payroll tab:
Log into your Housecall Pro account through the web portal.
Select Payroll in the top navigation bar.
Access the My Time Off page:
Under Payroll, click on My Time Off.
Submit a New Request
View your current time-off policy.
Select the dates for your time off.
Choose the type of time off (e.g., Paid Time Off or Sick).
Add any notes if needed.
Submit your request for approval.
Editing a Time Off Request
To edit a Time Off Request:
Go to the Payroll Tab:
Log into your Housecall Pro account through the web portal.
Select Payroll in the top navigation bar.
Navigate to My Time Off under the Payroll Tab.
Locate Your Request:
Find the request you want to edit under the "Time Off Requests" list.
Click Edit Request:
Select the request you want to modify.
Update Request Details:
Adjust the First Day or Last Day of the request.
Change the time-off type (e.g., PTO or Sick).
Switch between Full Days and Customized Days (requests less than 8 hours).
Add or update any notes.
Resolve Conflicts (if applicable):
If the updated dates overlap with another active request, a Blocking Alert will appear.
Use the View Request button to navigate to the conflicting request and make changes.
Adjust dates in the current request to avoid conflicts.
Save Changes:
Click Save Changes to submit the updated request.
Deleting a Time Off Request
To delete a Time Off Request:
Go to the Payroll Tab:
Log into your Housecall Pro account through the web portal.
Select Payroll in the top navigation bar.
Under Payroll, navigate to My Time Off.
Find the Request to Delete:
Locate the request you want to delete in the list.
Click Edit Request:
Select the request to open its details.
Delete the Request
Click the Delete Request button.
Confirm the deletion when prompted.
Please Note: Deleting a request cannot be undone, and the hours will return to your available balance.
Request Removed
The request will be deleted from the system.
Editing a Denied Time-Off Request
If your request was denied, you can resubmit it with adjustments.
To edit a denied Time Off Request:
Navigate to My Time Off:
Log into your Housecall Pro account through the web portal.
Select Payroll in the top navigation bar.
Under Payroll, navigate to My Time Off.
Find the Denied Request:
Locate the denied request in the list.
Click Edit Request:
Open the denied request to review it.
Review Employer Notes:
Check the denial notes provided for guidance on adjustments.
Make Necessary Adjustments:
Change the days to Customized Days for requests less than 8 hours.
Update the First Day and Last Day if needed.
Add any updated notes or comments.
Submit the Request:
Click Submit Request to resubmit it for approval.
By following these steps, employees can efficiently manage their time off and ensure a smooth approval process.
For further assistance, reach out to your admin or employer for support.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.