Employee Instructions: How to Use the Time-Off Module
Step-by-Step Guide to Logging into the Time-Off System
- Go to the login page: Navigate to https://my.purelyhr.com or https://{companyID}.purelyhr.com .
- Enter login credentials: Input your Company ID, Username, and Password.
- You can find this information in the "Welcome Email" you received when your account was created.
- Forgot your login information?: If you can't find your login details, click on "Forgot USERNAME or PASSWORD" on the login page.
Note: The "Forgot USERNAME or PASSWORD" option will only work if you've logged in at least once before.
How to Submit a Time-Off Request
- Login: Click on "Time-Off Request" in the left-side menu.
- Request Time-Off:
- Select Full Day, Partial Day or Multiple Days.
- Choose a Time-Off Type.
- Select the desired date/time.
- Submit Request: Once all the information is selected, click "Submit Request."
- Confirmation:
- Verify that the information is correct.
- Add a comment if necessary.
- Click "Confirm Request" to finalize.
Note: An email might be sent for approval.
How to Cancel a Time-Off Request
-
Cancel Entire Request:
- Option 1: Find the request on the calendar and click it. Choose "Cancel Request."
- Option 2: Go to the "Time-Off Summary" menu, find the request, and select "View Info." Then choose "Cancel Request."
-
Cancel a Day Within a Multiple-Day Request:
- Option 1: Find the request in the calendar. Select the day to cancel from the drop-down menu and click "Cancel Request."
- Option 2: Go to "Time-Off Summary," find the request, and select "View Info." Choose the specific date from the drop-down menu and click "Cancel Request."
How to View Your Time-Off Balance and Allowance
- Go to Time-Off Summary in the navigation menu.
- Here you can:
- View your allocated time-off balance for each type of time off.
- See your remaining balance and view an audit trail or more information (such as renewal or accrual details).
- Review all your time-off requests (Approved, Pending, Rejected, or Cancelled) for the current year.
- Click on "Detail" or "Audit" for additional information about each request.
How to Change Your Password
- Go to the Staff Module.
- Select the Account Tab.
- Click Edit.
- Enter your new password (4-12 characters long) and confirm it by re-entering.
- Click Save.
How to Generate an iCalendar Link
- Go to iCalendar Setup.
- Select your Time Zone under iCalendar Information.
- Click Save to generate your iCalendar link.
- You can copy either the Default iCalendar Link (provides basic time-off info) or the Customized iCalendar Link.
- Use the link in any calendar application that supports iCal subscriptions.
Reports Available for Managers
Managers have access to reports on their own time-off and employees they manage. Available reports include:
- My Summary: Your time-off requests, balance, and allowance.
- Employee Summary: Other users’ time-off requests, balance, and allowance.
- Employee Time-Off Details: Detailed information for multiple users’ time-off.
- Employee Balance/Allowance: Current balance/allowance for all users.
- Employee Balance Projection: Projected balances for all users.
- Type by Months Summary: Monthly breakdown of time-off taken by all users.
- Auto-Renewal Logs: Yearly renewal logs for all users.