Sending/Receiving PTO Requests

If the administrator has enabled the option to require all PTO schedule entries to have approval before posting to the calendar, then you will have to submit a PTO request.

•	Send PTO Request

To send a phone message to a user, click on Send PTO Request from the Action menu. You can also select the Send PTO Request icon from the Main Toolbar or from the Object Toolbar. Another option is to select Send PTO Request when right-clicking a user on the status table. These options will be grayed out or hidden if the administrator has disabled the PTO request feature in the System Controls.

o	Simply set the "From" and "To" date of the PTO as well as an optional memo to appear during the PTO period. An optional message to the recipient of the request can also be entered. The list of possible recipients is set by the administrator in the user controls.

o	Send the PTO request and it will pop up on the screen and appear in the message inbox of the desired recipient. A copy of the sent PTO request will be saved in the sent messages section of the Communication Manager.

You will receive a note back when the recipient has either approved or denied your request. An approved request is automatically posted to the calendar. Your status will automatically be changed to the specified status and the memo will be set when the PTO starts. Your status and memo will be reset when the PTO ends.

•	Receive PTO Request

o	To receive a PTO request, it will automatically pop up on your screen based on the pop up settings in your Preferences. PTO requests that do not automatically popup are still stored in the Communication Manager.

With a received PTO request, you have the option to Reply to the original sender or Forward the PTO request to someone else. When replying, the reply message will be sent in the form of a note to the original sender. When forwarding, the forwarded message will be in the form of a PTO request. Once a request has been forwarded, only the new recipient can approve or deny the PTO request.

o	To respond to the request, select either to approve or deny it and then click the submit button. You can optionally enter in a message that will appear in the note that gets sent back to the requester. The note will also inform the user if their request was approved or denied.

o	If Approved, a PTO schedule entry will automatically be created on the calendar. If Denied, no PTO schedule will be created. For both responses, a note will be sent back to the user who sent the PTO request informing them of your response.