When time-off requests are made by employees, Eddy makes it simple to approve or deny the requests. Each request will be emailed to a designated approver within the company. Additionally, any HR admin within the company has the ability to approve or deny time-off requests as they come in.
Approving a Time-Off Request
When a time-off request is made, an email will be sent to someone in the company (either the employee’s manager or a designated HR admin as defined in the creation of the PTO policy) who will have the ability to approve or deny the time off request.
When the email is received, the recipient will be able to open it and quickly get an at-a-glance view of the request details. Information about the dates being requested, the employee’s remaining balance after the request, and the employee’s comment will all be visible in the email.
The email will also contain an “Approve request” button. Clicking this button will automatically approve the PTO request for the inquiring employee. The approver does not need to be logged into Eddy to approve the request.
The other way to approve a PTO request is for an admin or manager to login to Eddy and view the pending requests for the company or for their team.
These pending requests can be found by clicking into the “Time Off” tab in the global navigation.
Beside each request is a “Review Request” button. Clicking on the “Review Request” button will open a modal with the details of the request.
Note: if the request is being reviewed by a manager, the view of the approval page is similar, however the manager does not have permission to view the "Policies" or "Balances" information, so that info is not shown:
After reviewing the request, a manager or admin is able to leave a comment and click the “Approve Request” button at the bottom of the screen, effectively approving the PTO request.
Email Notification Sent to Employee After Approved Request
When an employee’s time-off request is approved, an email is sent to notify them of the good news. The email will specify which dates the employee has been approved for and will also include any comment made by the approver.
Status of Employee’s Request Changed to Approved
When an employee’s request is approved, they will also see the status of their request change in their employee profile. The status of the request will change from an orange “Pending” state and will now display in a green “Approved” state.
Denying a Time-Off Request
A time-off request can only be denied when a user is logged into Eddy. When the designated approver receives a time-off request via email, if they wish to deny the request, they will click the “Review request in Eddy” link found at the bottom of the email. After logging in, the user will land on the “Requests” page under the “Time Off” tab.
Here, the user can click the “Review Request” button located at the right of a pending request in order to view it. At the bottom of this modal, is a red “Deny Request” button. Before a user can deny a time-off request, they must leave a comment explaining to their employee why their request is being denied.
After a comment has been made, the user can click “Deny Request” button.
Email Notification Sent to Employee After Denied Request
When an employee’s time-off request is denied, an email is sent to notify them of that their request was not approved.. The email will specify which dates the employee has been denied for and will also include the comment made by the admin or manager who denied the request.
Status of Employee’s Request Changed to Denied
When an employee’s request is denied, they will also see the status of their request change in their employee profile. The status of the request will change from an orange “Pending” state and will now display in a red “Denied” state. This will appear in the section labeled “History of Time Off Requests.”