Requesting and Canceling Time Off in Workday


Purpose

This document explains how an employee can request and cancel time off in Workday.

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Keep in Mind

· Non-Exempt employees can request time off in increments of one-half hour (0.5 hour).

· Exempt employees should only request full day absences.

· Employees can only cancel a time off request that has not been approved.

· Bi-weekly employees who are on a fixed schedule can report past absences and schedule future absences.

· Employees can use the Accrual Balance Transfer process to request time off for any position by completing the Paid Sick Leave Accrual Transfer form in the Services Portal.

· Balances appear on the left side of the Request Time Off calendar screen. Make sure you have enough hours accrued for the type of time you want to use.

· Be aware of the Effective Date; Time Off balances will only include requests from the past (prior to the Effective Date indicated).

· Employees can’t have a negative accrual; the minimum accrual amount is 0.

Requesting Time Off Steps

1. Log into Workday using your CNetID and password.

2. Select Menu in the top-left corner and choose the Time Off application located under the Personal category.

3. Under the Request menu, select Time Off.

4. Within the calendar display, select the day(s) requiring time off.

a. To choose multiple consecutive days in a row, select and drag the mouse across several dates.

b. To select multiple non-consecutive days, simply click individually on the desired dates.

c. To deselect a date, choose the date again.

5. Select the # Day(s) – Request Time Off button located at the bottom of the page on the left-hand side.

a. The button will automatically calculate the number of days selected. (For example: If 5 days are selected, the button will read 5 Days - Request Time Off)

6. Enter the time Type, and Position (if applicable). The Daily Quantity of Hours auto-fills and is typically based on your scheduled weekly hours divided by five. You can also add a Comment.

7. Select Submit.

8. Submitted requests will populate on the Request Time Off calendar. Select the request on the calendar to view details.

a. Submitted requests will display in grey with a clock symbol.

b. Approved requests will display in green with a checkmark symbol.

c. Denied or cancelled requests will disappear from the Request Time Off calendar. A notification will be sent to your Workday Notifications.

9. Note: An employee can also request time off by viewing their employee profile and selecting the Actions button. Hover over Time and Absence and select Request Time Off. Continue with step 4 of this section.

Canceling Time Off Steps

1. Log into Workday using your CNetID and password.

10. Select Menu in the top-left corner and choose the Time Off application located under the Personal category.

2. Under the Request menu, select Time Off.

3. Locate the time off request you want to cancel on the Request Time Off calendar and select it.

a. Only requests that have not yet been approved can be cancelled.

b. If the time off request has been approved, reach out to your time approver or manager to cancel the request.

4. Within the Time Off Entry screen, choose Cancel this Request.

5. A new Cancel Business Process window will appear; review the Details and add a comment to the enter your comment box specifying why you are canceling the request.

6. Select Submit. You will see a new window that says Event Canceled.