From release 8.1, managers have the ability to change a time off request type when TOR is in a closed pay period and is in 'approved' status. TORs that are left in pending status cannot be edited even with this feature turned on and must be re-entered by the employee or manager.
In order to use this feature, editing Time Off Requests (TOR) in a closed pay period must be turned on in Feature Configuration.
- Feature name: allowTOREditinginClosedPayPeriods
Once the Editing Time Off Requests feature is activated, follow the steps below to edit the Time Off Request.
- Access the Request Calendar tab in Time Off Requests (TOR)
- Select a TOR for an employee for a specific date
- To change the TOR type for the entire TOR request, select a new TOR type from the Type drop-down list
- To change the type for one day in the TOR request, from the Pay Allocations tab, select the new TOR type from the Type drop down list for the date you wish to edit. (You may also edit the hours in the Pay Allocations tab for the days you wish to edit)
- Once you click Approve, the Edit Time Off Request in a Closed Pay Period dialog box is displayed
- Select a back pay type from the Back Pay Type drop down list for both the old TOR type and the new TOR type. (You will also need to select a back pay Audit Reason)