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Editing a Leave Request (Entries)

The Leave Request Manager is the central place where you can request time off as well as Edit, Delete or Action on your Leave Requests

This article covers how to edit a Leave Request.

Version Note:

  • Leave Request Manager is available as of Tenrox 2019 R1.
  • The ability to expand the Leave Request row by clicking on the Tracking Number is availbale as of 2019R1 SP1.

1. Access Leave Request Manager

Click Leave Request Manager
  1. Click the Entries icon in the Icon Bar.
  2. Click Leave Request Manager.

2. Click Expand

You can access the Leave Request expanded row either by:

  1. Clicking the expanded row arrow to expand the Leave request line item.
  2. Or by clicking the Tracking Number

3. Edit Applicable Information

ClosedEdit the Details of Your Leave Request

Edit the following information as required :

  • Reason: Click to select a Reason from the list of available options.
  • Summary: Enter a Summary for the Leave Request (maximum of 255 characters with spaces).
  • Originator: Select the Originator of the Leave Request.
  • Description: Enter a Description for the Leave Request (maximum of 255 characters with spaces).
  • Start Date: Enter or select the Start Date of your Leave Request.
  • End Date: Enter or select the End Date of your Leave Request.
  • Hours Per Day: Enter the number of Hours Per Day if different from the Default value as set in the Timesheet Template.
  • Time Available: Default value (Read only).

Note: By default, Details is displayed.

ClosedEdit/View the Leave Request Assignments
  • Click Assignments to view a list of the workflow States as well as the Assigned to information.

Note: You can modify the Assignments, provided you have the proper permissions.

ClosedEdit/View the Leave Request Attachments
  1. Click Attachments
  2. Click the Notes tab to Edit, Delete or add New Notes.
  3. Click the Documents and Links tab to Edit, Delete or add New attachments or Links.

Note:

  • You can add attachments and Notes, provided you have the proper permissions.
  • When creating a new Note, You must save the Note to be able to access the Attachments tab.
  • When Public is selected, any user with access to manage Leave Requests can view the Note, Link or Attachment.

For more information on:

  • How to add Note(s) & Note Attachment(s) to Leave Requests (Entries) click here.
ClosedView the Leave Request History
  1. Click History
  2. View the History list. The available options are:
    1. Refresh: Click to refresh the History list.
    2. Export: Click to Export the History list to Excel.
    3. Pagination: The Pagination facilitates moving to a new Notification List page and to view the number of Notification pages.
    4. Search: Select a search criterion from the available anchored criteria filter. In the Search box type either the complete term you want to search for, or a just a part of it and click on the Search icon. For more information on how to preform a search click here.

Note:

  • Click on a column header to sort the list in ascending or descending order. Note that a small arrow is displayed in the column header.
  • You can easily reorder the columns simply by dragging them into a new position within the table.

4. Click Save

  • After you have made the required changes click Save to save your changes or Cancel to discard them.

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