For customers of our PTO module.

In Built, a time off "request" is different from a "transaction". This article will explain how and when a time off request ultimately results in a transaction.

On July 27th, Javier submits a request to take two days of vacation, totaling 16 hours. The days he is requesting to be off of work are August 1st and 2nd.

Javier's manager receives the request and immediately approves it. The request remains in Javier's list of "current requests" with a status of "approved". No hours have yet been deducted from Javier's vacation account.

At the end of the day on August 1st, the system sees that Javier has completed the first day of an approved request. The system therefore creates a transaction within Javier's vacation account to deduct the appropriate amount of hours (8 hours) from the account.

At the end of the day on August 2nd, the system sees that Javier has now completed the second day of his approved request. The system therefore creates another transaction within Javier's account to deduct the final 8 hours.

Javier's vacation request is now completed, and no further processing is necessary.

As in the previous scenario, on July 27th Javier submits a request to take two days of vacation, totaling 16 hours. The days he is requesting to be off of work are August 1st and 2nd.

Javier's manager verbally tells Javier that she's fine with him taking this vacation, but she forgets to officially approve that request within Built. The request continues to be displayed as a "current request" in Javier's account, with a status of "awaiting approval".

Javier goes on vacation August 1st and 2nd, as planned. Because his request was never officially approved, Built does not deduct any hours from his account. The system will never create transactions to deduct hours for a request that is "awaiting approval", regardless of the request dates.

On August 4th, Javier's manager realizes that the request is still awaiting approval, and she finally approves the request. Because the full date range of the request is in the past, and the request is now approved, Built will immediately create transactions to deduct the full 16 hours from Javier's vacation account.