Evaluate a time-off request

Use the Evaluation option to trigger the sequential auto-approval of time-off requests (TORs) submitted for dates configured for manual review. The system evaluates and processes requests in the selected sort order, allowing pending requests to move through the auto-approval process in a defined sequence.

To initiate auto-auto approval for the selected request(s), perform the following steps:

1. From the time-off requests section, select the time-off request(s) that are in Pending – Review Date status. If you select requests that are not in review date status, the Evaluation button is not available for selection. You can select future dated requests but not past requests.
2. From the upper right corner of the screen, click Evaluate.
3. The Evaluate time-off requests panel is displayed with the summary information, including the earliest and latest dates, activity codes, and total request count.. The Requests section displays the details of time-off requests.
4. Click Start. The auto approval process begins and the system processes requests one at a time in the displayed order, based on the applied sort and filter criteria.
5. Once the processing begins, the Evaluate time-off requests panel displays real-time progress and shows a spinner for the request currently being processed. The system displays previously processed requests in reverse chronological order with detailed status information. If the system cannot automatically approve a request, it displays the Process is paused – Action Required dialog box. 
   1. Click Skip and resume to continue with the other requests.
   2. Select the Add Pending – Manual Approval to ignore pending manual statuses list checkbox to ignore this status and it automatically skips these requests in the future. 
   3. Click Stop and exit to exit the process to go back to the request and manually approve the request.
   4. The Process is complete dialog box is displayed.
   5. Click Exit to return to the Time-off requests page or click Export and exit to view the list of requests that could not be approved. Supervisors can use the Ignore and Continue available in the Ignore pending statuses list to continue processing the remaining requests. The system can generate .csv files of processed requests for export.

Supervisors can pause and resume processing while maintaining the current processing order. In cases when the time-off requests cannot be approved, the supervisor can communicate to the agent about the status and check if their request can be waitlisted or if they would like to resubmit or edit their request. Depending on the response from the agent, the request can either be waitlisted or the evaluate process can be redone.