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Team Time Off People Profile

Team Time Off People Profile | #86c3zuyzq

Summary

The Time Off tab on a person’s profile allows you to view that person’s time-off requests and leave balances without leaving their profile.
If you have Team Time off on Behalf permission, you can submit a request for that person from their profile.

In this article

  • Before you begin
  • What the Time Off tab is for
  • Opening Time Off on a person’s profile
  • Using My Time Off
  • Using Leave Balances
  • Frequently Asked Questions (FAQ)

Before you begin

You need both of these permissions to view Time Off on a person’s profile:

  • View My Time off
  • View Time off on User Profile

Additional permissions:

  • Team Time off on Behalf — shows Submit On Behalf.
  • Policy Adjustment — shows adjustment actions under Leave Balances.

The page title is:

Profile

The person should have at least one time-off policy assigned.

What the Time Off tab is for

The Time Off tab stays on the person’s profile. It does not redirect you to Team Time Off.

The request list only shows time-off requests for that person.

It does not include:

  • Reportee dropdown
  • Leave Calendar
  • Policy Balance
  • Team Leave Balance

These options are available on the dedicated Team Time Off page.

The available links on the left are:

  • My Time Off
  • Leave Balances

On a person’s profile, My Time Off shows that person’s request list.

Opening Time Off on a person’s profile

  1. Log in to Plumm.
  2. Open the 9-dot menu. The control label is Apps.
  3. Under PRODUCT SUITE, select Core.
  4. In the sidebar, under People, select My People.
  5. Open the person’s profile.
  6. Select Time Off.

Other profile tabs can include:

  • Personal
  • Work
  • Documents
  • Money
  • Tasks
  • Goals

Available tabs depend on your permissions.

Using My Time Off

If you have Team Time off on Behalf permission, Submit On Behalf is displayed.

Selecting Submit On Behalf opens the request form for that person.

See:

  • Team Time Off - Request on behalf of Team Member (Manager)
  • Team Time Off - Request on behalf of Team Member (Admin)

To filter requests:

  1. Select Filter.
  2. Select Add Another Condition to add another condition.
  3. Select Save.

Additional options:

  • Use the year control when it is available.
  • If there are no requests, Plumm shows:Nothing to show here yet

The three-dot menu (⋮) on a request can include the following actions when available:

  • View
  • Edit
  • Cancel
  • Approve
  • Decline
  • Approve Cancellation
  • Decline Cancellation
  • Delete

See:

  • Team Time Off – Viewing Leave Requests
  • Team Time Off – Approval Requests
  • Team Time Off - Decline Request

For Admin and SuperAdmin, a non-cancelled request can also include:

  • Cycle Adjustment
  • Carryover Adjustment
  • Adjustment Log

These options are available on this profile tab only. They are not available on the standalone Team Time Off list.

Using Leave Balances

The section heading is:

Leave Balances

Each card represents a policy assigned to that person.

Deactivated policies can show:

Inactive

Typical balance labels include:

  • Current Balance
  • Actual Allowance Balance
  • Carry Over
  • Years of Service Allowance
  • Admin adjustments
  • System adjustments
  • Overtime
  • taken
  • Total allowance
  • Pending Approvals
  • accrued
  • Next cycle
  • Actual Allowance
  • Pending
  • Balance

If you have Policy Adjustment permission, the three-dot menu (⋮) on a policy card can include:

  • Adjust Balance
  • Adjust Leave
  • Adjustment Logs

If there are no policies to display, Plumm shows:

Nothing to show here yet

Frequently Asked Questions (FAQ)

  • Who can see Time Off on a person’s profile?
    You need both View My Time off and View Time off on User Profile permissions.
  • Why is Submit On Behalf missing?
    You need Team Time off on Behalf permission to see the option.
  • Is this the same as Team Time Off?
    No. This tab is for one person and stays on their profile. Team Time Off is the team page and includes Leave Calendar, Policy Balance, and Team Leave Balance.
  • Can I approve a request from here?
    Yes. You can approve a request when Approve is available from the three-dot menu (⋮). See Team Time Off – Approval Requests.
  • Why is Leave Balances empty?
    The person needs to have policies assigned. If there are no policies, Plumm shows Nothing to show here yet.