Say goodbye to digging through emails and PTO request slips when trying to remember who took time-off when, and how much time was taken. Eddy simplifies this process by allowing admin users to see a complete history of their company’s time-off requests. Now, with a couple of clicks, you can see a history of requests that were paid as well as the ones that were denied.
Understanding the Filter on the “Requests” Tab
When you click on the “Time Off” tab in Eddy’s global nav bar, you will be brought to the “Requests” section. Within this section, there is a filter that will default to show requests that are “Pending Approval.” Any time-off requests that have been submitted by your employees that have yet to be approved or denied will display here. If there are no pending time-off requests, then this section will display in a blank state.
In order to see more information about your company’s time-off history, you can click into the filter and change your view. This filter will allow you to see the following:
- Requests that are “Pending Approval” (This is the default view)
- Requests that have been “Approved” but have yet to take place
- Requests that have been “Denied”
- Requests that have been “Paid”
Viewing “Approved” Requests
Changing the filter from “Pending Approval” to “Approved” will change the information on the screen to display all time-off requests that have been approved, but have not yet taken place. This means that if an employee has requested to take a few days off in the month of July, but it’s currently April, their request (if approved) will appear in this section.
Along with the name of the person who made the time-off request, and the dates of the request, you’ll also be able to see who approved the request and the date the request was approved on.
Once “Approved” requests become “Paid” (or “Denied”) requests, they will appear under their new filter title (Paid or Denied) and no longer display in the “Approved” section.
Viewing “Denied” Requests
You can click into the filter and select the “Denied” menu item to view all the time-off requests in your company that have been denied. You’ll notice that when the “Denied” filter is selected, a second dropdown menu appears on the screen. This allows you to look at denied requests for a certain period of time. By default, you’ll see requests that have been denied in the last seven days when you land on this page.
Clicking into the time range filter, you’ll see option to look at denied requests from the last 30 days, last 6 months, last year, or from the time you started your account with Eddy. This allows admin users to see a complete history of all denied requests within their company.
Viewing “Paid” Requests
A “Paid” request is a request that the employee is approved to take, and the employee actually takes the time off that they were scheduled for. A time-off request becomes a “Paid” request on the first day of the date range requested by the employee.
To see the paid requests for your company, click into the filter dropdown and select the “Paid” option. As with the “Denied” option, the paid request filter will have a time range you can select from. By default, you’ll see requests that have been paid within the last seven days.
Clicking into the time range filter, you’ll see option to look at paid requests from the last 30 days, last 6 months, last year, or from the time you started your account with Eddy. This allows easy access to see the history of all time-off requests that have been paid by the company.