Synchronize time-off requests
- Workforce Management > Time Off Request > View permission
When the time-off request does not have a scheduled time-off activity, or if the time-off request does not have a matching schedule, then the Show Time-Off Request Differences icon appears at the top of the schedule.
The Warning icon appears when there are time-off requests that need synchronization. Click the icon to open the Time-Off Synchronization dialog box, where you can review the differences and apply a default fix for each difference. This fix is applied automatically when you select a line item and click OK.
- Click Admin.
- Under Workforce Management, click Schedules.
- In the upper right corner, click the Business Unit list and select the desired business unit.
- (Optional) To change the time zone in which you view data, in the upper right corner select the current time zone list. Note: By default, the view uses the business unit’s time zone.
- Search for the desired schedule and select it from the list. The Schedule Editor opens.
- Click the Show Time-Off Request Differences icon as indicated above. You can also click the Select Action drop-down available on the right corner of the editor. From the list, click Show Time-Off Request Differences.
- The Time-Off Synchronization dialog box opens.Note: The scheduled time-off activities shown in this dialog box either differ from the associated time-off requests, or do not have a backing time-off request.
- To apply the automatic fix to all differences, select all check boxes.
- To apply the automatic fix to only certain differences, select only the applicable check boxes.
- To refresh the dialog box, click the arrow at the end of the Select Action drop-down and select Show Time-Off Request Differences, or press Ctrl+V Note: Any edits to already synchronized time-off requests are not resolved automatically. Administrators must perform a reschedule to synchronize the latest notes changes to the time-off request activity on the schedule editor.
- Click Publish. When you publish the schedule without synchronizing the time-off requests, the Publish dialog box displays a message to inform you that time-off requests await synchronization and to click the Warning icon on the toolbar. If time-off requests must be removed, you can remove them via the Time-Off screen.
- The Publish Schedule dialog box displays. Click OK.
When approved time-off requests are auto-published, then the Modified By column in the Schedules page appears with a System status that indicates the schedules are auto-published.