Navigate the time-off plans page

This article describes the areas of the administrator’s time-off plans page and how to customize the view.

Displays the time-off plan page in which time-off plans can be created and managed further.

Area definitions

The following table describes the areas of the Plans page. 

Area Definition
Business Unit/Management Unit list Business unit/Management unit to which the time-off plans are mapped.
Time-off plan name

Name of the time-off plan.

Activity codes

Activity codes associated to the time-off plan. 

Auto approval rule

When to apply the auto-approval rule:

  • Never: Does not apply the auto-approval rule to any time-off requests for the specified activity codes. An admin must approve these time-off requests manually.
  • Always: Applies the auto-approval rule to all time-off requests that use the specified activity codes. The system auto-approves these time-off requests, even when they exceed the remaining time-off limit on the requested time-off dates.
  • According to time-off limit: Applies the auto-approval rule to time-off requests according to the time-off limit.
Count against time-off limit

Indicates whether time-off requests with the specified activity codes count against the time-off limit. 

Management unit

Management unit to which the time-off plan is mapped.

Applies To Indicates the management unit or staffing group to which the time-off plan is applicable.
Enabled Indicates whether the time-off plan is enabled.

Customize the view

The following options are available for customizing the view.

Sort the view

To sort time-off limits in ascending or descending order by a specific column, click the column heading. An arrow to the left of a column heading indicates that the view is sorted by that column.

Filter the view

To view time-off limits that match specific criteria only: 

  1. Click the arrow next to the column heading by which to filter the view.
  2. Click the operator icon and then click the operator to use.
  3. In the filter box, type the value to use to filter the view. If you are filtering on a date column, you can click the date in the calendar.

Change column placement

To switch places between two columns:

  1. Click the arrows next to the column heading where you want another column to appear.
  2. Click Change Column and then click the name of the column to move to the current position. The columns switch places in the view. 

Hide a column

To hide a column from the view, click the arrow next to the column heading and then click Hide Column

Unhide a column

To unhide a column:

  1. Click the three dots in the column header row and then click Show/Hide Columns
  2. In the Show/Hide Columns dialog box: 
    • To add all columns in the Available Columns list to the Visible Columns list, click Add All
    • To remove all columns in the Visible Columns list to the Available Columns list, click Remove All
    • To move an individual column from one list to the other, click the column name. 

Reset view

To reset the view to its default state, click the three dots in the column header row and then click Reset Defaults.