Requests & approvals

Time Off is where staff book leave and managers approve it. Requests, balances, and the team calendar sit in one view, and an approved request carries through to the payslip on its own.

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:

1. Open a pending request to see the person and the dates.
2. Check the team calendar beside it. You see who else is off in the same period before you decide, which keeps a department from emptying out at once.
3. Approve, or refuse. Refusing changes the request's state without asking for a reason — leave a note on the request so the employee knows why.

Where approved leave goes

Approved leave shows on the team calendar for everyone to see. The same approved days appear in Payroll as their own line in the payslip's worked days, named after the leave type, so pay reflects the time taken. Approved leave also shows on Timesheets. Approve once and the calendar, timesheets, and payroll stay right.

Related

• Time Off overview
• Types & accruals
• Payroll — where approved days land on the payslip.