iBE Help

How to Apply Vacations

Updated on

Requesting Vacations

If you want to submit a request ahead of time for paid or unpaid leave (e.g. vacation, family leave etc.) goto menu Time > My Time-off and follow these steps:

  1. Click on '+' new icon to create a leave request
  2. From the Time off Type dropdown choose a leave type for example Paid or Vacation or Sick
  3. Select or key in a Start Date and an End Date for which you want to take this leave. You can plan to take leave well in advance, or you can fill back-dated leaves in the past
  4. You can select a Half day or a Full Day (or other day fractions depending on how your time-off types were customized) for the first and last dates of your leave
  5. The duration of your leave is calculated automatically, excluding holidays or weekends
  6. Optionally provide a reason for requesting leave. Depending on how your system is set-up there might be options to record the customer, project or task you are working on (to accrue leave against)
  7. Most important, don't forget to submit your leave. Click on the submit link in the top right corner

Note: you cannot request time-off if you have an insufficient balance. You also cannot submit two leave requests for the same date unless they are both for a half day.

A key benefit of requesting time-off outside of your timesheet is that you can request any duration of leave in a single time-off request; you do not have to split it up by week or pay cycle. The only exception to this is any time off request spanning or cross the end of a vacation year - such as a leave from December 29th to January 4th with Jan-Dec vacation years - must be split at the end of the year

Enter two requests - one for the days from start until the end of the vacation year and a second request from the start of the new year until the end of your planned time-off

Requesting Vacations

How is my Vacation Balance Calculated?

When you select the appropriate time-off type to request today's balance is displayed next to each time-off type as highlighted in the red box above. You can also see if negative balances are permitted. This information should be used to determine what time-off type to request, for example you may not have any vacation days left but you can still take unpaid leave.

Depending on the dates and duration of time-off you request, the anticipated balance on the last day of your planned time-off is displayed in the "BALANCE AFTER" field on the right, as highlighted by the red arrow above. This number is used to determine if you have sufficient balance for your time-off request.

The balance after is calculated in iBE in four ways:

  1. For annual leaves (such as personal days or some sick leaves) the balance after is simply the current balance, minus any other prior requests for the same leave type
  2. For monthly leaves (such as vacation which is accrued on a monthly basis) the balance after is the current balance, minus any other prior requests for the same leave type, plus any forecast days which will get accrued each month from now until the end date of your planned time-off
  3. In addition iBE also scans pre-existing time-off requests in the same vacation year after the dates of the current request, to confirm that the forecast days at the end of the year considering this year's accruals, existing requests and the new or current time-off request - will be 0 or greater than zero
  4. Time-off requests for a future vacation year adopt balances forecast at the start of the year as maximum number of days that can be carried forwards, and then consider other requests and forecast accruals in that vacation year.

For example:

  • Sally requests a week off in March and was awarded 10 days annual vacation on Jan 1st. Assuming that she already took 2 days out, there is sufficient balance for her March vacation with a balance after of 3 days
  • Pete is entitled to 18 days vacation annually, but it is accrued on a monthly basis at 1.5 days/month. His current balance (March 1st) is 0 days but he wants to take a week off in the summer. What is the earliest date he can requests this vacation? Assuming March 1st accrual already passed and accrual is on first of each month, he will need to wait four months until July 2nd before he can take 5 or maximum 6 days off (4 x monthly 1.5 days)
How is my Vacation Balance Calculated?

Listing My Vacation Requests

Go to Time > My Time-Off and you can see a complete list of all your time off requests.

  1. It shows all the balance of your leaves like 'Paid Time Off' or 'Bereavement Leave' etc. Note: larger balances are displayed first
  2. You can display all your time-off requests or filter it down to between two dates or for a specific vacation year
  3. You can filter the list of leaves by selecting a time off type from the dropdown
  4. The current list shows all types of time off taken with status, dates, reason, duration etc
  5. To put in a time-off request click on '+'.
Listing My Vacation Requests

What to Do if my Time-off Request is Rejected?

What to do in case your Time-off request is rejected depends on whether you want to re-submit it or cancel/delete it

Resubmit via Email

If you had requested for Time off and due to some reason your request has been rejected by your Manager or HR you will get an notification in your email which looks like above. You can click on 'Re-submit' button to view/edit and resubmit if you desire so

  1. Note the reason for rejection by your Manager (click here if you need to delete and re-enter a new request)
  2. Click on 'Re-submit' to view
Resubmit via Email

Resubmit via App

You can also view your rejected time-off's from Time > Time-off list view. Here all your leaves are listed down.

  1. The icon with 'thumbs down' represents rejected Time Off requests
  2. Click on 'Pencil' icon to view/edit it or know the reason as to why the Time Off was rejected
  3. If you wish to re-submit, click on top right corner after making necessary date changes or add reason to re-submit
Resubmit via App

View via BuzzBoard

An Employee gets notification for any activity he/she has to take any action for. Messages can be viewed under BuzzBoard

  1. View Notification message
  2. To open click on 'Re-submit' button
View via BuzzBoard

Deleting a Time-off Request

Deleting a Time-off from List View

An employee can delete a Time Off request if the status is 'Rejected' or 'Created' as highlighted in red:

  1. Select the leave request from the list you want to delete (as highlighted in purple)
  2. Click on top right 'V' icon and a dropdown will open
  3. Click on 'Delete' or 'Delete this Document'
  4. A popup will appear to confirm deletion. Click 'Yes'
  5. A message will appear 'Time Off Request was deleted successfully'

Note: if your time off request was already approved then you must cancel it first or instead of deleting it.

Deleting a Time-off from List View

Deleting a Time-off from Detailed View

To delete a Time off from detail view

  1. Select the leave type and click on 'pencil' icon
  2. Click on top right 'V' icon and a dropdown will open
  3. Click on 'Delete' or 'Delete this Document'
  4. A popup will appear to confirm deletion. Click 'Yes'
  5. A message will appear 'Time Off Request was deleted successfully' and it will redirect to list view

Note: Managers or HR can also delete time off requests provided they are authorized for the time-off admin app.

Deleting a Time-off from Detailed View

Canceling a Time-off Request

Explains How to Cancel a Time-Off. The procedure depends on the status of your request:

  • Requests that are not yet submitted can be simply deleted
  • Requests in approval queue can be rejected and then deleted (ask your manager etc. to first reject your request) or if you prefer approved and then cancelled
  • Requests that have been previously approved must be submitted as a cancel request which cancels the leave once the request to cancel it is approved.

Time-Off List

If you have taken a Time-Off and want to cancel it due to any reason you can do so. In order to do this go to Time > Time-Off and you will see a list of you time-off requests.

  1. Select the time of type to filter the type of leave. For example (Bereavement Leave). Click on 'pencil' icon or double click on the row (as highlighted in purple)

Note - Bereavement Leave current balance shows 3. Once cancelled it will increase to +1, i.e. 4 leaves in total.

 

Time-Off List

How to Cancel a Time-off that is not Yet Submitted or Rejected

If your time off request has not yet been submitted, or your manager rejected it (because they knew you wanted to cancel it) then click on the time-off request to open it, and click on the \/ toolbar button and Delete > Delete Document menu. This will delete your time off request.

How to Cancel a Time-off that is not Yet Submitted or Rejected

How to Cancel a Time-Off that has been Approved

If you time off request has already been approved and then you want to cancel it you must put in a request to cancel. When you open the leave you will see it in display mode as the leave was already approved by your manager. To cancel do the following:

  1. Click on 'Cancel' in the top right corner
  2. A popup will appear, enter your comment and
  3. Click on on confirm button
  4. A message will appear 'Time Off Request Cancel Submitted'
  5. Your manager will see an option to cancel the time off i.e. 'Approve or Reject Cancellation' (the employee cannot himself fully cancel it). Manager should click on Approve Cancellation
  6. A message will appear showcasing 'Time Off Request Cancelled'
  7. Leave Status now shows as 'Cancelled' and the remaining balance of leave is changed to '4'.

Note: cancelled, rejected and deleted time off requests are all treated similarly in that the requests days are not considered when assessing someone forecasted time-off balance.

How to Cancel a Time-Off that has been Approved
Previous Article Quickbook Integration with iBE