Time off requires the Time Off capability (platform.time_off), which is included on Basic/Starter and above, and in Careersome Light. This article is the full leave workflow (requests, statuses, balances, and leave recorded by Admin or HR), not the one-line FAQ for booking a single request.
Employees request and track leave from the Time Off area of the dashboard.
Making a request
- Open Time Off from the sidebar
- Start a new request
- Fill in the form:
- Leave Type: Choose one of the types you are eligible for. Careersome uses a fixed catalog of leave types: Annual Leave, Sick Leave, Personal Leave, Emergency Leave, Maternity/Paternity, Bereavement, and Other. You only see the types your organization has made you eligible for.
- Start Date and End Date (format YYYY-MM-DD)
- Reason: Required. A short explanation of the request.
- Emergency Contact: Optional.
- Notes: Optional additional detail.
- Submit the request
The number of days is derived from your start and end dates; you do not enter it manually. New requests are created with status Pending.
Request statuses
- Pending: Awaiting manager approval
- Approved: Approved by your manager, Admin, or HR; your balance is reduced
- Rejected: Declined, optionally with a comment explaining why
- Cancelled: Withdrawn
Editing or cancelling While a request is still Pending, you can update its details (type, dates, reason, emergency contact, notes) or delete it. You can always edit or remove your own requests. Managers, Admins, and HR can also edit or remove requests they manage or recorded on your behalf.
Viewing your balance
- Open your balance to see available days for each leave type you are eligible for
- Balances are tracked per year; you can view a specific year
- Only the leave types you are eligible for show a balance
- Approved requests reduce the matching balance
Recorded-for-you leave Admin and HR can record approved leave on your behalf (for example, retroactively logging a sick day). These entries are created already Approved.
Good practice
- Request well in advance where possible
- Check your balance for the relevant leave type before requesting
- Give a clear reason, since it is required and helps your approver decide
- Coordinate with your team to avoid coverage gaps