Assign Time Off Permissions

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

  1. Select Settings > System Permissions.
  2. In the Permissions section on the left side of the page, select Employee.
  3. Select a Role.
  4. In the PTO section, select the checkbox for each permission to assign to the selected role:
    • Can Approve Assigned PTO Entries: Allows this role to approve time off requests for all employees that they are assigned to as a supervisor. This setting applies only if you selected Assigned Supervisor Approval as the Request Approval Method in Time Off Setup.

      Note: If an employee does not have an assigned supervisor, their time off requests route to the first user with the Can Approve Assigned PTO Entries permission.
    • Can Approve PTO Entries: Allows this role to approve time off entries for employees who select them as approvers when submitting a time off request. This setting applies only if you selected Choose Your Approver as the Request Approval Method in Time Off Setup.

    • 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 and to ensure that time off balances are managed solely by the sync with Spectrum.
    • 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.

  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.