Approvals
Approve or decline time off requests
The Time off requests page: every request waiting, with Approve and Decline.
Steps
- Open Time off requests. The Requests tab shows the number waiting.
- Click a request. Its details show the dates, the days Counted, the Balance afterwards and who is Also off.
- Choose Approve. The days come off their balance and they get a notification.
- Or choose Decline, write Why is it declined? and choose Decline. They see your words.
Approve all without clashes approves every request with nothing flagged, nobody else off at that location and enough balance.
The same requests also appear under Approvals, next to timesheets. Use whichever you prefer: a request approved in one place leaves the other.
If the person has shifts on those days and Cover for time off is on in Automations, their shifts become open shifts when you approve.
Where to find it
Time off requests
Who has it: People who approve or manage time off. If it is not in your menu, your role does not include it.
Open Time off requests Opens the app. You may be asked to sign in first.
If something goes wrong
- No requests waiting.
- New requests appear here and under Approvals, and you get a notification. Short requests may have been approved automatically by the policy.
- I approved by mistake.
- Ask the person to choose Cancel on the request from their Time off page, then approve the cancellation. The days go back to their balance.
- I only see Balances and Who's off.
- Your role can manage time off but not approve it. An admin can change that on your page in Team under Role and access.
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