actiPLANS User Guide

My Schedule Interface

My Schedule interface allows you to create new leave requests and review the existing ones.

Schedule of Colleagues interface

Top part of My Schedule interface shows your existing leave requests and allows you to submit new requests.

My schedules tooltips

If you position cursor over a request, you will see more information about it:

Vacation request

If you position the cursor over a date without a leave request, you will see info on the selected date and your PTO balance calculated for it:

The bottom part of the My Schedule interface shows a chart with the information on work schedule of your colleagues. Start entering a name of a colleague in the search field to find particular user and see their schedule.

  • The chart with your colleagues' schedule shows their working and nonworking days as well as their leaves. So on one hand, you can get information on availability of your co-workers, and on the other, you can coordinate your leave requests with theirs.

    System settings allow you to configure which users will be shown in the Schedule of Colleagues chart - all users, users from the same group, or no one.

  • In the Requests tab, a table is shown with your leave requests for present and future dates.

    My Requests interface with tooltips

    If you have rejected requests, they will be shown in the table, but will not be shown in the chart at the top part of the interface. Rejected requests are shown in the table for your information only. It is safe to delete them.

    Past leave requests are hidden from the 'Requests' interface. You can review these requests in the 'Leave Time History' interface. Also you can edit leave time recorded for the past dates in actiTIME, when actiPLANS is integrated with it.

Creating a New Request

To create a new request, select a date range in the chart ...

Leave time period selection

... and enter the request details:

Leave request pop-up with tooltips

If a future leave request affects your PTO or Sick Days balance, you are able to preview the affected balance before and after the request.

If a change to a past leave request affects your PTO or Sick Days balance, you are able to see how it changes your current balance in the Schedule and Requests tabs before the leave is approved.

Leave request tooltip

Please note that you cannot submit any leave requests before your hire date.

Editing Leave Requests

To start editing a request, click on the bar with the request in the ‘Schedule’ tab...

Leave request editing

...or select the ‘Requests’ tab and change request parameters in the table:

Leave request editing

In independent actiPLANS accounts that are not integrated with actiTIME, past leaves are requested, edited and deleted directly in the My Schedule interface. Past leave modifications requested by users who are assigned to leave time approvers require an approval if they affect user’s current PTO or Sick Days balance.

Past leave modification that requires manager’s approval is marked with a hatched background. Leaves waiting for deletion approval have a red border. User cannot delete the request until manager approves it. This modification request can only be cancelled.

Following past leave modifications require manager’s approval:

  • Submitting or deleting a leave that affects any balance;

  • Changing hours or days for a leave that affects any balance;

  • For an existing leave request that affects any of the balances, selecting a leave type that affects other balance or doesn’t affect any balance.

past leave modification

The user receives a notification when the past leave modification is approved or rejected.

Past leave modifications that don’t affect any balance don’t require approval and the user can delete them. They are marked with a solid background.

Following past leave modifications require manager’s approval:

  • Submitting or deleting a leave that doesn’t affect any balance;

  • Selecting a leave type that affects the same balance;

  • Adding a comment to a leave

Past leave studies

These leave requests are accepted automatically with an email notification.

If you have an integrated actiPLANS + actiTIME account, past leave requests can be edited in actiTIME only.

See more details on reviewing and editing leave request parameters in section Overview of Major Features: Leave Request Management.