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Time off requires the time off capability for your organization (Basic full suite and above in the standard packaging matrix). Employees request leave from My time off on the dashboard.

Making a request

  1. Open My time off
  2. Click Request time off (or equivalent)
  3. Fill in the request form:
    • Leave Type: Select from configured types (Annual, Sick, Personal, etc.)
    • Start Date: First day of leave
    • End Date: Last day of leave
    • Number of Days: Automatically calculated, but can be adjusted
    • Reason/Comments: Optional explanation for the request
  4. Click "Submit Request"

Request Status

  • Pending: Awaiting manager approval
  • Approved: Request has been approved
  • Rejected: Request was denied (with optional comments from manager)

Viewing Your Balance

  • See available leave days for each leave type
  • View used days and remaining balance
  • Check balance by year
  • Balances update automatically when requests are approved

Tracking Requests

  • View all your time-off requests (past, present, and future)
  • See request status and approval details
  • View manager comments on approved/rejected requests
  • Cancel pending requests if needed

Best Practices

  • Request time off well in advance when possible
  • Check your leave balance before requesting
  • Provide clear reasons for time-off requests
  • Coordinate with your team to avoid conflicts

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