RB User Guide > Connect > Approve Time-Off

Managing resources’ time-off requests

RB9 only

Approve or deny time-off requests made through RB Connect.

1. Connect > Approve Time-off
2. In the Search By pane, Status defaults to Pending. Click to see all outstanding requests. Or restrict results by using other filters before clicking :

   • Status

     Default is Pending. Click to search for other request statuses (see Lookup panel).

   • Resource

     Default is all resources. To see a single resource’s requests, click and find the resource in the Lookup Resource panel. See Looking up resources.

   • Requested Date From/Requested Date To

     Enter a date or date range to see resource requests for a specific time period. See Date Navigator.

3. RB9 lists all of the time-off requests that meet the specified search condition(s). Click the hyperlinked Resource of a request you want to follow up on.
4. In the View Time-off window, click:
   • Approve – To grant the resource’s request.
   • Deny – To turn down the resource’s request. Then enter a comment/explanation in *Reason in the Deny Time-Off panel and click Save.
5. RB9 updates the request’s Status, and notifies the resource via email and in their RB Connect Availability window’s Time-Off panel.

NOTE: RB9 denies requests if there is a schedule conflict

If you try to approve a resource’s time-off request for a time when the resource has already been assigned a task, a warning window appears and does not allow you to approve the request.

TIP: Customize your time-off options

Set a cut-off deadline for requests, select which staff is notified when a request is made, and customize notification emails in Connect > Connect Preferences > Resource-Availability.

Reference

• RB Connect
• Lookup panel
• Date Navigator
• Connect Preferences > Resource-Availability

Step-by-step instructions

• Looking up resources