UKG - Request PTO or Leave

Tags UKG PTO Leave

Background Information

The Calendar shows your schedule of PTO and Leave of Absence requests. This Job Aide lists the steps required for managing requests. 

Request a Leave Case (FMLA, LOA, Bereavement, Jury, Etc.)

  1. Navigate to UKG. Select the Main Menu in the upper-left corner of the screen. (Use the hamburger icon to open the menu).
  2. Navigate to the My Information category header and select My Calendar.
  3. In the upper-right corner of the screen, click Request. Select Time Off from the drop-down menu.
  4. Select Other Time Off.
  5. Click directly onto the calendar icon under the Dates section. This will pull up your calendar.
  6. Enter or select a Start Date from the calendar.
  7. Enter or select an End Date from the calendar.
  8. Select Apply.
  9. Enter the Start Time and Duration Time for this request.
    • Be sure the start time matches your scheduled start time for that day. If shift is from 8 AM to 4 PM, your Start Time would be 08:00.
    • Duration Time should reflect the number of hours for one shift.
    • NOTE: If you are requesting multiple days off, the start time and duration should only reflect one shift, and the system will apply this shift and duration to all days you have selected.
  10. Under the Deduct From section, select the type of leave (i.e Unscheduled PTO, Bereavement, Jury).
  11. Select Review.
  12. If you’d like to add comments, click the Select a Comment drop-down. This will enable the text box below.
  13. Add any necessary comments.
  14. Click Submit at the bottom of the details panel

To cancel a Leave request, contact HR Benefits.

Request PTO

  1. Navigate to UKG. Select the Main Menu in the upper-left corner of the screen. (Use the hamburger icon to open the menu).
  2. Navigate to the My Information category header and select My Calendar.
  3. In the upper-right corner of the screen, click Request. Select Time Off from the drop-down menu.
  4. Select PTO Request.
    • NOTE: If you have PTO with a group name you must select the PTO with a group name.
  5. Click directly onto the calendar icon under the Dates section. This will pull up your calendar.
  6. Enter or select a Start Date from the calendar.
  7. Enter or select an End Date from the calendar.
  8. Select Apply.
  9. Enter the Start Time and Duration Time for this request.
    • Be sure the start time matches your scheduled start time for that day. If shift is from 8 AM to 4 PM, your Start Time would be 08:00.
    • Duration Time should reflect the number of hours for one shift.
    • NOTE: If you are requesting multiple days off, the start time and duration should only reflect one shift, and the system will apply this shift and duration to all days you have selected.
  10. Under the Deduct From section, select PTO.
  11. Select Review.
  12. If you’d like to add comments, click the Select a Comment drop-down. This will enable the text box below.
  13. Add any necessary comments.
  14. Click Submit to submit the PTO request.
  15. To confirm a PTO request was submitted, return to the My Calendar screen.
  16. Select the date of the PTO request. The PTO request and status will appear on the requested date(s).

Cancel PTO Requests from My Calendar  

  1. Click Main Menu  > My Information > My Calendar.
  2. On the calendar, select the date of your requested PTO.
  3. Click directly on the PTO request.
  4. Click Cancel Request. 

Important: Cancellation is immediate; you are not prompted to confirm.

  • Submitted requests become Cancel Submitted.
  • Approved requests become Cancel Approved.

 

 

To review images or save/download/print a copy of this Job Aide, please select the pdf attachment.

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