Submitting a time-off request in CentrallyHR

Erik Rogers Updated by Erik Rogers

Feeling like some vacation time? Here's how you do it in CentrallyHR!

  1. First, login to CentrallyHR and from the My Actions bubble on your dashboard, select Request Time Off.
Alternatively, you can click on the REQUEST dropdown in the My Accrual Balances widget on your dashboard.
You can also click on My Accrual Balances to see the balance for each accrual policy and request it directly under the policy you'd like to use from there.

  1. Once you get to the next page, select the Time Off Type that you are requesting from the dropdown menu then select the START REQUEST button.
You'll see a calendar in this view with your previously requested time-offs and holidays listed for reference.
  1. A small window will pop-up where you can pick the Request Type (Full Day, Multiple Days, Partial Day) from the dropdown menu.
    1. Once you select the type, additional fields will appears for you to enter your time-off dates.
    2. Leave a comment in the Comments box if there's anything that your approver needs to know.
    3. Select the SUBMIT REQUEST button to send it to your approver for approval.

Voila, that's it! Now, you are just waiting for the approval from your approver. You will receive an email from CentrallyHR once your time-off request is approved.

If you ever need to view your Time Off balances, select the Accrual Balances widget from your dashboard.

You will land on the Time Off Balances screen, where you'll see various types, based on what is offered at your organization.

If you are an hourly employee who earns sick time and/or paid time off based on the actual hours worked per payroll, the date in the Accrued To line will be the most recently closed pay period.
If you are a full-time employee who has an annual bank funded to you at the beginning of the year, the date in the Accrued To line will be the start of the NEXT year.
  • Current Accrued: this is your either your annual bank for the current year, or the amount that you have earned to date.
  • Taken: this is the amount that you have already taken.
  • Current Balance: this is the balance including hours taken and scheduled, NOT including pending approval.
  • Scheduled: this is the amount scheduled for a future date that has been approved by your approver.
  • Pending Approval: this is the amount that you have submitted but yet to be approved by your approver.

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