Requesting time off

A time off request can be created within the employee profile from:

The employee who is the owner of the profile
Line manager and managers above; on behalf of their direct reports
HR Admins; for all employees

📌 Prerequisites:

Before a user can request time off on an employee profile, the following steps must be completed by an HR Admin:

Set the employee’s work schedule (Actions > Edit profile form> fill in work schedule)
Set applicable time-off types and policies for the employee (Actions > Manage time-off policies)
Adjust each type’s balance (if needed)

To request time off for yourself:

Click your profile icon in the upper right and then click View profile
There are 3 ways to create a time-off request in the employee profile
- Request time off button; available in all 3 tabs of the employee profile
- Hover over a time off card in the Balances tab to reveal the calendar button
- Request time off in the Balance cards' contextual menu
Select a time-off type (if it's not preselected)
Select the period of the time off and click Set dates
- for time off types that are measured in half-days, you must select also if the first or last day will be half
- for time off types that are measured in hours, you must select also the start and end times for the first and the last day
You will now see a preview of the amount that will be charged and the remaining amount in the selected time-off type
Once ready click Request time off to send the request

The Upcoming tab includes a list of all time-off requests that start from tomorrow’s date onwards while the History tab includes a list of all time-off requests that have already started and are ongoing or were taken in the past.

In mobile apps, you can request time off only for yourself and not for another employee.

Click New request next to the time off section on your app home page
Select a time-off type and the dates
- for time off types that are measured in full days, set the start and end date separately (in iOS) or select a date range (only available in Android)
- for time off types that are measured in half-days, you must select also if the first or last day will be half
- for time off types that are measured in hours, you must also choose the start and end times for the first and last day after selecting both the start and end dates
Once ready click Request time off to send the request

Any upcoming time off will be shown under the time off section on your app home page. Click View all to see a list of all your approved and pending upcoming time off requests.