Requests & approvals

Time Off is where staff book leave and managers approve it. Requests, balances, and the team calendar sit in one view.

Request leave

Staff book their own time off:

1. Open Time Off and start a new request.
2. Pick the type, such as holiday or sick.
3. Set the start and end dates.
4. Submit it for approval.

Before booking, each person sees their current balance for every type. They know how many days they have left, so they request within what they hold.

Approve or refuse

Managers handle requests as they come in. Open a pending request to see the dates and the person, then approve or refuse it. Refusals can carry a reason so the employee knows why.

The team calendar sits beside the request. You see who else is off in the same period before you decide, which keeps a department from emptying out at once.

Where approved leave goes

Approved leave shows on the team calendar for everyone to see. The same approved days flow into Payroll as work entries, so a person's pay reflects the time they took. Approve once and both the calendar and payroll stay right.

Related

• Time Off overview
• Types & accruals
• Payroll