If you allow it, resources can submit time-off requests through RB Connect<\/a> and RB Connect Mobile<\/a> (RBCM). Requests can be for any time frame \u2014 from a few hours for a doctor\u2019s appointment, to a personal day, a long vacation, or a semester of classes that repeat at a specific time for a set period. Resources can provide all the details needed for you to make a decision in their requests. Use the Approve Time-Off function to manage time-off requests made online.<\/strong><\/p>\n Give resources access to the Availability function in RB Connect; then set preferences<\/a> for:<\/p>\n The default view is all outstanding requests, so you can quickly get to work resolving time-off requests. You can restrict the results to see requests pending from a single resource, and\/or requests for a specific time period. You can also view requests with other statuses: Approved, Cancelled (by resource), and\/or Denied.<\/p>\n The results list all requests that fit your search criteria. Each listing includes:<\/p>\n You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, RB9 will revert back to the default order). Export the results as an Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, share, print, or use in other applications.<\/p>\n To grant a resource\u2019s request, you only have to click the resource\u2019s hyperlinked name, then click Approve. If there is a schedule conflict \u2014you tried to approve a resource\u2019s time-off request for a time when the resource has already been assigned a task \u2014 a warning window appears and RB9 does not allow you to approve the request. If no warning appears the request is approved, RB9 updates the request\u2019s status, and notifies the resource via email and in their RB Connect Availability window\u2019s Time-Off panel.<\/p>\n If you select Deny instead \u2014 to turn down the resource\u2019s request \u2014RB9 requires you to enter a comment\/explanation before you can complete the denial. Then RB9 updates the request\u2019s status and notifies the resource via email and in RB Connect.<\/p>\n The Approve Time-Off function is limited to viewing, approving, and denying time-off requests made through RB Connect\/RBCM only. If you need to make any changes to a time-off schedule or want to manage\/monitor all time-off requests, use\u00a0Resource Availability<\/a>. You can view any resource\u2019s schedule and planned time off, and change their schedule \u2014 adding or reducing hours of availability and time off.<\/p>\n If you have RB Connect and allow resources to use it to request time off, Approve Time-Off is a faster way to approve\/deny requests than Resource Availability because the resource has already entered all of the request details \u2014 plus RB9 will notify you as soon as a request is made.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: When resources request time off\u00a0through RB Connect or RB\u00a0<\/strong>Connect Mobile, approve or deny their requests and have RB9 automatically notify them of their status through email and RB Connect\/RBCM.<\/b><\/span><\/span><\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources. More ><\/a><\/p>\n RB Connect Mobile:\u00a0<\/strong>Clients and resources can access your RB Connect on their smartphones and tablets in an interface optimized for mobile devices.\u00a0More ><\/a><\/p>\n Resource:<\/strong> Person or thing that provides your business with a service.<\/p>\n","protected":false},"excerpt":{"rendered":"\n
Manage online time-off requests<\/h2>\n
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RB9 concepts in this lesson<\/h4>\n