The vacation/PTO request system is a way to create a procedure where vacation and PTO schedules must be approved before they appear on the calendar. This vacation/PTO request feature can be enabled or disabled in theSystem Controls on the Features tab. When enabled, users will have the option to send a vacation or PTO request form to a user that has been given approval permission. A person can be given approval permission using the custom permissions option in the User Manager controls. The permission setting is listed under the general permissions. (By default, all users with "Full" administrative privileges will be able to approve vacation/PTO requests. This can be disabled in the custom permissions.)

Users can send a vacation and PTO requests by selecting the Send Vacation Request or Send PTO Request option found throughout the program, such as on the Main Toolbar, Object Toolbar, Action menu, Communication Manager, and Calendar. When a user receives a vacation or PTO request, it can be approved, denied, or forwarded to another user. Once a request has been approved or denied, the sender will receive a message indicating the response. Forwarding a vacation request to another user transfers all approval/denial rights to the new recipient and the original recipient can no longer approve or deny the request.

A user who has vacation/PTO approval permissions can also directly add vacation or PTO schedules if they also have permissions to manage their own or other's vacation/PTO schedules. Users who do not have vacation/PTO approval permission can not add vacation/PTO schedules directly but will be able to edit existing vacation/PTO schedules if they have been given permissions to manage their own or other's vacation/PTO schedules.

See also:

Administration Guide: Managing User Permissions

User Guide: Sending/Receiving Vacation/PTO Requests