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Request time off in BAI People For Everyone

What you'll learn: how to create a PTO request, review the dates, and send it for approval in BAI People. Time: about 4 minutes. Before you start: know the dates you want off and check that your PTO balance is available.

Watch it​

This is a placeholder motion walkthrough. Replace it with the real BAI People recording when one is available.

Steps​

Step 1 — Start a new time-off request​

Open Time Off in BAI People and choose the option to create a new request so you are working from a blank form.

Placeholder screenshot of starting a new time-off request in BAI People.

Step 2 — Choose the dates and time-off type​

Select the dates you want off, choose the correct leave type, and review the number of hours or days the request will use.

Placeholder screenshot of selecting PTO dates and leave type.

Step 3 — Add notes if needed and submit the request​

Include a note only if your manager or team process expects one, then select Submit to send the request for approval.

Placeholder screenshot of reviewing and submitting the PTO request.

:::tip Done! You're done when the request appears in your time-off list with a pending or approved status and the dates match what you selected. :::

If something goes wrong​

  • Problem: The date picker will not let you continue. Fix: Make sure the end date is not before the start date and that you selected a leave type.
  • Problem: The balance warning appears. Fix: Recheck the time-off type and confirm you have enough hours available before submitting.
  • Problem: The wrong dates were submitted. Fix: Cancel or edit the request right away if BAI People still allows changes.