Managing Employee Time Off/Leave Requests

Manage your employees holiday, personal day and sick day requests from within their employment record.

• Employee time off/leave requests are split into holidays, personal days and sick days.
• Employees can make their own time off/leave requests should you wish to grant them access to do so.
• Changes to the date of a leave request will reset the status of the request if the user doesn't have permissions to manage time off/leave requests.
• In order to view/manage time off/leave requests, you must be granted access to do so.
• You can restrict access to time off/leave requests days by employee group.

Requesting holidays, personal days and sick days.

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Time Off' tab and then expand the relevant time off/leave request tab.
5. Click/press the 'New' button.
6. Specify the from/to dates for the time off/leave.
7. Specify whether the leave is paid or unpaid.
8. Specify whether the request is for a full day or not.
9. Specify the status of the request.
   • The status can only be set if you have been granted sufficient access.
10. Enter the reason for the request (optional).
11. Enter any notes about the time off/leave request.
    • Notes can only be made against the request if you have been granted sufficient access.
12. Click/press the 'Save & Close' button.

Updating an existing holiday, personal day and sick day requests

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Time Off' tab and then expand the relevant time off/leave request tab.
5. Find the record you wish to update.
6. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Deleting holiday, personal day and sick day requests

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Time Off' tab and then expand the relevant time off/leave request tab.
5. Find the record you wish to delete.
6. Click/press the down arrow next to the 'View' button and select 'Delete'.
7. When prompted, click/press the 'Delete' button on the confirmation dialog.