Everyone deserves a break to maintain a healthy work-life balance, but the process often feels unnecessarily complicated. A confusing interface, unclear instructions, and uncertainty about where to begin can turn this simple task into a stressful experience.
Knowing how to request time off on UltiPro makes the process easier and ensures requests get submitted correctly and on time. This guide provides two simple ways to request time off using the UltiPro mobile app and the UltiPro browser. Keep reading!
If you are constantly on the move or prefer managing tasks directly from your smartphones, then you can use UltiPro mobile app to request time off. Follow this step-by-step guide to help you navigate the app:
- Open the UltiPro mobile app on your smartphone and enter your login credentials (username and password)
- On the home screen, tap the ‘Time Off’ tile. Verify the Time Off option is set to ‘Time Off (Request)’. If not, use the dropdown arrow to change it
- Click the blue ‘Request Time Off’ button
- On the ‘Request Time Off’ screen, choose the type of leave by selecting ‘Time Off Type’ (e.g., vacation, personal leave, etc.)
- Optionally enter a title of your leave request in the ‘Request Title’ field
- Tap 'Start Date,' select your start and end dates from the calendar, and click 'Save' to apply your changes
- After selecting and saving your dates, the ‘Request Time Off’ screen updates with the chosen dates. To request partial days, click ‘Request partial day(s) button’
- Edit the hours for each day as needed (enter “0” for non-working days)
- Verify the total hours requested for time off and use the Comments field to add any additional details for your manager. Once all details are filled in, select ‘SUBMIT’
- The Time Off summary page will appear, and a message will confirm that your request has been submitted successfully
For those who prefer using a desktop, UltiPro's web platform provides a user-friendly interface that makes submitting time-off request quick and straightforward. Here’s how to do it:
- Open the official website through any browser and log in to your account. If the home page does not display right after logging in, click the 'Home' button on your dashboard
- Locate and select the ‘Time Off Request’ option
- On the subsequent page, choose 'PTO (Paid Time Off)'. Use the search bar on the right to browse and select the specific type of leave you are applying for
- If it's a regular request, select Paid Time Off (default). For specific situations, such as bereavement, navigate to the appropriate leave type and click ‘Start Request’
- Specify the Request Type and Time Off Type (e.g., personal, vacation, or sick leave)
- Enter the start and end dates in the ‘From’ and ‘To’ fields for multiple days
- Then specify the number of hours per day in the ‘Hours Per Day’ field
- Include any relevant details for your manager in the ‘Comments’ section. Then click ‘Submit Request’ to finalize your time-off request
Using these two methods, you will be able to request your time-off on UltiPro with ease. However, before finalizing your request, it’s a good idea to check if any team members are on leave during the same period to avoid scheduling conflicts. You can view your team's planned absences through the ‘Employee Team Calendar’ option on the dashboard. If you encounter any issues or have questions, contact the platform’s customer support team.