Request time off

Submit a time-off request, route it for approval, and see how approved time draws down a balance.

A time-off request is an employee's ask to be off work. Each request has a type, a date range, and a reason, and it routes for approval. Approved time draws down the employee's balance for that type and year and shows against the schedule.

Submit a request

  1. Go to Workforce > Time off and select New request.
  2. Choose the type (Vacation, Sick, or Personal), set the start date and end date, and add a reason.
  3. Optionally set the hours; if you leave it blank, the request counts the weekdays in the range at eight hours each. Save. The request is created Pending.

Approve or reject

A reviewer works the pending queue:

  1. Approve a pending request. Approving draws the used hours down from the employee's balance for that type and year.
  2. Reject a pending request with an optional reason. Nothing is drawn down.
  3. Only pending requests can be approved or rejected.

Cancel

  1. Cancel a request that is still pending or approved.
  2. Cancelling an already-approved request returns its hours to the balance.
Pending -> Approved (draws down balance)
   |    \-> Rejected
   \-------> Cancelled        (Approved -> Cancelled returns the hours)

Balances

Each employee has a balance per time-off type and year, with hours available, an accrual rate, and carryover. Approved requests decrement it; cancelling an approved request adds the hours back. Balance setup and accrual are organization-level configuration covered in the in-app help center.

Where to go next