Time off · Overview
Time off: requests, approvals and balances
Request leave for anyone on the team, approve or cancel it, keep balances right, and let approved leave take the person off the bookings rota.
The Time off screen
Time off lists requests in three tabs: “Pending approval”, “Upcoming” (approved leave starting today or later) and “All”. The line under the title counts what is pending and who is out today. Filter by department, or switch on “My reports only” to see the requests of people whose manager is you.
How a request travels
Someone asks for time off. If your policy requires approval, the person's manager is notified, or the owners and admins when the manager has no linked login. Anyone whose role can edit Time off can approve or decline it, but not their own request unless they are an owner or an admin. The employee is notified when it is approved, if their record is linked to a login; a decline sends no notice. A pending or approved request can still be cancelled later, by an approver or by the person it is for. Cancelling someone else's leave tells them, and cancelling your own approved leave tells whoever approved it.
Balances
Vacation, sick and personal days each have a yearly allowance, set in the policy, and every person has a balance of each. Approved leave uses up working days on the person's own week, and cancelling it gives them back. Unpaid leave has no balance.
The rota and payroll
Approved leave turns the person's days into days off on the bookings rota, so clients cannot book them, as long as their record is linked to their login. For someone on a fixed monthly salary, unpaid leave is deducted in payroll.
Set it up first
Before the first request, open “Time-off settings” and set the allowances, whether requests need approval, your working week and whether Ukrainian public holidays count. The item is there only if your role can change Time off settings. Time off needs People switched on.
Read next
Request time off
Book leave for yourself or a colleague, see how many working days it takes before you send it, and catch clashes with the rota.
Approve or decline time off
Work through pending requests one at a time or in a batch, spot clashes in a department, know what an approval changes, and cancel leave that is no longer happening.
Set your time-off policy
Choose yearly allowances, whether requests need approval, the working week, the holiday calendar and how many days carry over.
Check an employee's time-off balance
See how many vacation, sick and personal days someone has left this year, and the leave they have already taken.
See approved leave on the rota
Approved leave takes a person off the bookings rota by itself, and the rota will not let anyone put working hours back on those days.
People: your team's records in one place
Keep one record per employee, with job details, documents, time off and pay history, and see who is at work on the time clock.
More in Time off
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