Time Off Requests

Overview

Time Off Requests let employees request days away from work. Managers review and approve or deny. Approved time off automatically blocks scheduling on those dates.

Requesting Time Off (Employees)

How to Request

1. Go to Schedule in the sidebar
2. Click Request Time Off button
3. Select your start and end dates
4. Choose the type:

- Vacation: Planned time away

- Time Off: General leave

- Sick: Illness or medical appointment

- Personal: Personal matters

- Jury Duty: Civic duty

1. Add a reason (optional but helpful)
2. Submit

Request Limits

• Request up to 60 days in advance
• Maximum 30 consecutive days per request

Cancelling a Request

If your plans change:

1. Go to Schedule → My Requests section
2. Find your pending request
3. Click the X button to cancel

Note: You can only cancel pending requests. Once approved or denied, you cannot cancel.

Viewing Your Requests

In Schedule, see My Time Off Requests:

• Pending: Waiting for manager review
• Approved: Time off confirmed (shows who approved)
• Denied: Shows manager's reason

Reviewing Requests (Managers)

Time Off Inbox

1. Go to Schedule
2. Look for Pending Time Off Requests section
3. Badge shows how many requests are waiting

Approve or Deny

For each request, you see:

• Employee name
• Dates requested
• Type of time off
• Their reason (if provided)

Click:

• Approve: Time off is confirmed
• Deny: Add a message explaining why

Cross-Location Filtering (January 2026)

The inbox only shows requests for your currently selected location. Switch locations to see requests for other sites.

What Happens on Approval

1. Existing shifts are cancelled: Any shifts already scheduled on those dates are automatically removed
2. Dates are blocked: You cannot schedule new shifts on approved time off dates
3. Employee notified: They receive email confirmation
4. Schedule updated: "OFF" badges appear on those dates

What Happens on Denial

1. Employee notified: They receive email with your message
2. Reason visible: Denial reason shows in their "My Requests" section
3. Can resubmit: They can request different dates if needed

Visual Indicators

In Grid View

• Purple OFF badges on approved time off dates
• Helps managers avoid scheduling conflicts at a glance

In List View

• Time off banner displays for affected dates
• Blocked from creating shifts on those dates

Tips

• Review requests promptly – employees are waiting to finalize plans
• Include a reason when denying so employees understand
• Encourage requests at least 2 weeks in advance for vacation
• Check approved time off before scheduling to avoid conflicts