Customizing Time-Off Tracking Reports
You can customize the following Time-Off Tracking Reports Templates to create unique saved searches:
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TEMPLATE Approved Time-Off Requests
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TEMPLATE Pending Time-Off Requests
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TEMPLATE Rejected Time-Off Requests
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TEMPLATE Upcoming Approved Time-Off (1 Month)
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TEMPLATE Time-Off Plan Assignment
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TEMPLATE Employees without Time-Off Plans
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TEMPLATE Work Calendars
Customizing a Time-Off Tracking Report Template
To customize a time-off tracking report template:
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Go to Lists > Search > Saved Searches.
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Beside the template that you want to customize, click Edit.
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In the Search Title field, remove “TEMPLATE” from the name of the search, and enter a new name for the search if necessary.
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In the Audience subtab, from the Roles list, select the roles that should have access to the saved search.
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If necessary, update the settings in any of the other tabs (for example, you can update search criteria in the Criteria subtab).
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Click Save As.
Creating a Center Category for the Saved Search
To allow access to the time-off tracking reports from menu links, you create a center category.
To create a center category for the saved search:
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Go to Customization > Centers and Tabs > Center Categories > New.
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Set the following values:
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Set the Label field to Time-Off.
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In the Center Type list, select Classic Center.
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In the Center Tab list, select Reports.
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In the table, depending on the report that was used to create the saved search, set the following values:
For each of the following reports:
Set the Link column to:
Set the Label column to:
Approved Time-Off Requests
Approved Time-Off Requests Results
Approved Time-Off Requests
Pending Time-Off Requests
Pending Time-Off Requests Results
Pending Time-Off Requests
Rejected Time-Off Requests
Rejected Time-Off Requests Results
Rejected Time-Off Requests
Upcoming Approved Time-Off (1 Month)
Upcoming Approved Time-Off (1 Month) Results
Upcoming Approved Time-Off (1 Month)
Time-Off Plan Assignment
Time-Off Plan Assignment Results
Time-Off Plan Assignment
Employees without Time-Off Plans
Employees without Time-Off Plans Results
Employees without Time-Off Plans
Work Calendars
Work Calendars Results
Work Calendars
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Click Save.
You can now access the reports at Reports > Time-Off.