Who Is This For: All Team Members
Where Will This Solution Be Located: Under the Vacation & Absences/Time Off within Sage People Portal.
When Does This Solution Apply: A Keeley & Mercury Team Member is requesting a Vacation.
Description: This article guides a Keeley or Mercury Team Member through requesting vacation, viewing pending requests, and potentially cancelling unwanted requests on the Sage People portal.
If there are any questions or comments about the guide or Sage People Portal, please call the Sage People support team at 314-655-9333.
1. To request Vacation, you will need to go to the main vacation & absence page.
a. Selecting the arrow next to “Time Off” will bring down the option “Vacation & Absence”
b. Select the
icon, then select the “Time Off” option to expand the list and select the “Vacation & Absence” option.
c. At the Vacation & Absence page, you can see the total balance of PTO you have.
NOTE: If you do not have any PTO balance or requesting more PTO hours than your balance, it will come up with an error indicating to contact your HR department.
d. Choose the “Start Date” and “End Date” for your requested time off and then select “Vacation” under Reason. Then select “Next”.
NOTE: If you or someone else on the team tries to request time off on the same day, it will show who requested PTO, what status it is in, and what days were requested.
e. On the next screen, you can type any additional notes in regards to your Vacation. When you are finished select “Save”.
f. Once the Vacation is submitted, it will take you back to the Vacation & Absence page where you can see your pending request on the calendar. You can hover over the colored box to see what it is.
g. The bottom of the page has the option to show “Legends”. This can tell you what each color on the calendar means.
h. Selecting on the day of the request on the calendar will allow you to delete or edit the request.