Time Off
- The Time Off page is located in the Staff Stuff section.
- Utilized for requesting, processing, and tracking staff time off.
Create a New Time Off Request
- Go to .
- Click New Time Off.
- Enter the details for this time off request.
- Click Save.
Edit a Time Off Request
- Go to .
- Open the Time Off Request you want to edit.
- Click Edit.
- Update the information.
- Click Save.
Approve a Time Off Request
- From your MinistryPlatform Home page, open the task.
- Click the record preview icon to view the request details.
- Click Cancel to close the task.
- Click the check box next to the time off request task you want to approve, then click Complete.
Create a Time Off Approval Process
- Confirmation Email: An email sent to the individual requesting time off confirming the request has been submitted.
- Supervisor Email: An email sent to the individual's supervisor alerting them that a new time off request has been submitted.
- Approval: Supervisor: A task is created in MinistryPlatform requiring the supervisor to approve or deny the request.
- HR Email: An email is sent to HR alerting them that a supervisor approved a new time off request.
- Approval: HR: A task is created in MinistryPlatform requiring an HR representative to approve or deny the request.
- Approved: The request status is updated to Approved.
- Confirmation Email: An email is sent to the individual confirming that their request has been approved by all necessary parties.
Create and Edit Time Off Types
To best match your staff's needs, SPoCs can customize the Time Off Types that display in the drop-down menu when you create or edit a request. In addition to PTO and sick time, some churches track other types of time off, such as conferences, business travel, or officiating a wedding or funeral.
- Go to .
- Click New.
- Enter the Time Off Type.
- Click Save.