Time off · How-to
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.
Open the request form
Press “Request time off” on Time off, or choose “Request time off” on the person's record. The button is there only for a role that can create Time off requests.
Choose who and what
Pick the “Employee”, typing to find them (on a record the form already knows who), and the “Type”: vacation, sick, personal or unpaid.
Set the dates
Set the “Start date” and “End date”. For a single day you can ask for half: under “Half day”, pick “Morning” or “Afternoon” instead of “Full day”.
Read the preview
The form counts the working days on the person's week and shows what will remain of their balance. It also says when public holidays in the range are not counted, on how many days the person is rostered alone at their place, and how many visits are already booked with them.
Fix an overlap
If the dates overlap another pending or approved request of theirs, the preview says so and the request cannot be sent. Change the dates, or cancel the other request first.
Add a note and send it
Write a “Note to manager (optional)” and press “Submit request”. It waits under “Pending approval”, or is approved at once if your policy does not require approval.
Common questions
- Can someone ask for more days than they have left?
Yes. The preview shows the balance going below zero, but the request can still be sent; whoever approves it decides.
- Why is my request refused as having no working days?
Every day in the range is one the person does not work, or a public holiday while the holiday calendar is on; the message under “End date” says which. Check the working week on their record.
- Can I withdraw a request I sent?
Yes, while it is pending or approved: press “Cancel request” on its row on Time off and confirm. You can cancel your own requests when your employee record is linked to your login; approvers can cancel anyone's. Withdrawing leave that was already approved tells whoever approved it, or else your manager, or else the owners and admins.
- How do I ask for time off on the phone?
In Setvos Business, My work has “Request time off”: Vacation, Sick, Personal or Unpaid, From and To, a half day — morning or afternoon — when it is one day, and a note. Before you send it, it shows the working days, the balance after (none for unpaid leave), public holidays in the range, which colleagues are off, the days nobody covers you and how many clients are booked with you. A request that overlaps one of your own cannot be sent: change the dates.
- Can I cancel my time off on the phone?
Yes: “My requests” in My work lists your pending and upcoming requests, and “Cancel request” asks first. A pending one is withdrawn, as nobody has decided it yet; an approved one comes off the rota, its days go back to your balance, and the person who approved it is told.
Read next
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.
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.
Set your time-off policy
Choose yearly allowances, whether requests need approval, the working week, the holiday calendar and how many days carry over.
Read and update an employee's record
Find everything about one person on their record, change their details and working week, and offboard them when they leave.
More in Time off
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