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.
Submitting a Time Off Request
Navigate to the Payroll Tab
Log in to your account and go to the Payroll Tab on the web.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
Go to the Payroll Tab
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
Go to the Payroll Tab
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.
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.
Navigate to My Time Off
Go to the Payroll Tab and select 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.