Assign Time Off Permissions

Configure permissions that allow employees to make time off requests and give supervisors the ability to approve those requests.

Set Up Time Off
  1. Select Settings > System Permissions.
  2. In the Permissions section on the left side of the page, select Time Off Requests.
  3. Select a Role.
  4. In the PTO section, select the checkbox for each permission to assign to the selected role:

    • Can Approve All PTO / Time Off Requests: Allows this role to approve all time off requests. This permission supersedes the Can Only Approve Assigned PTO / Time Off Requests permission.

    • Can Only Approve Assigned PTO / Time Off Requests: Allows this role to approve time off requests for all employees that they are assigned to as an approver based on the Request Approval Method in Time Off Setup.

    • Can Approve Your Own PTO / Time Off Requests: Allows this role to approve their own time off requests.

    • Can Request PTO Entries: Allows this role to create and submit requests for time off. Employees with this permission will see the Time Off Requests option on their Employees menu.

    • Can Request Others PTO Entries: Allows this role to create and submit time off requests for other employees. Employees with this permission will see a list of employees to choose from when requesting time off.

    • Can Edit PTO Balances: Not recommended. Allows this role to edit time off balances manually for employees.

      Important: We advise that you leave this setting off to ensure that time off balances are managed solely by the sync with Spectrum.
  5. If you chose Manual Select as the Time Off Request Mode on the Time Off Setup page, you must assign users either the view jobs or edit timesheets permission in order for them to have access to the Phase field when submitting a time off request:

    • To enable the view jobs permission, under Permissions > Job > Access / Visibility, select the View checkbox for Jobs.

    • To enable the edit timesheets permission, under Permissions > Timesheets > Access / Visibility, select the Edit checkbox for Timesheets (mobile timesheets), Timesheets on the Web (web timesheets), or both, depending on how your users submit time off requests.