Leave Request

The Leave Request feature provides a flow for organizing the communications that go along with scheduling leave. When a leave request is entered, the person’s supervisor is notified; and in the same manner when the supervisor approves or disapproves the leave, the requestor is notified.

How to activate the leave request feature:

•Login as an eFAACT Administrator.

•Turn on the eF company setting- "Activate leave request feature".

•Open Indirect Contracts and under the Leave Request column check the box to designate an indirect task as "leave request".

•Open Payroll Items and find the payroll items to be designated for Leave. Assign those payroll items a Fringe labor type and check the box under the Leave column to designate the payroll item for leave.

•In QuickBooks, assign a “leave request” payroll item to each employee that will be allowed to request leave.

How to enter a leave request:

1.Open Leave Requests

2.Double click on a calendar date, complete the requested information and click submit. Your supervisor will be notified about your request via email.

3.If the leave request is approved by a supervisor, a Timecard authorization is created for the requestor which allows time entry for the requested time period.

The Leave Request feature may be implemented for “communication only” and in that scenario the notifications are emailed between the requestor and their supervisor but Timecard authorizations are NOT automatically created.

To implement the “communication only” feature:

1.Open Company Settings

2.Search the Type column for Leave Request

3.Uncheck the setting title “"Create Authorization for Approved Leave Request"

Prior to activating the Leave Request feature, end any active authorizations for the “Leave request” tasks. This step is only for customers that have previously implemented open “leave” timecard authorization, i.e. available any day of the year.

1.Open Authorizations, located under Time and Expense Setup.

2.In the Filter box over the Task column, select the Leave/PTO tasks

3.Check all or select the authorizations to be ended (replaced by the Leave Request feature).

4.Click the Multi Update button and select an appropriate End Date.