Submit Time Off on Behalf of Employees

Updated December 02, 2024 17:54

In 7shifts, Admin and Manager users have the ability to submit time off requests on behalf of their team members.

This article provides a step-by-step guide on how Admins and Managers can add time off requests for employees using both the web and mobile platforms.

Prerequisites

⚠️ Admins can manage the Time Off settings for the account under Settings > Company Settings > Time Off.

⚠️ To add time off requests on behalf of employees, Managers/Assistant Managers must have the permission: 'Can approve/decline employee time off requests'

⚠️ Managers and Assistant Managers can only view and manage requests for team members assigned to the same Locations and Departments they are assigned to.

Use the tabs to change your viewing preferences through the mobile or web app:

From the More menu ☰ select Time Off.
Tap on the add + icon in the top right corner
Enter the request details:
- Choose the Employee.
- Select the Time Off Category (Paid/Unpaid).
- Set the Date Range for the time off.
- Specify the Status of the request.
- Add a Comment (often required).
Tap Save to complete these changes.

In the web app, Admins & Managers can add time off in two ways: from the Schedule or from the Time Off tab.

Adding Time Off from the Schedule

⚠️ To add time off on the schedules page, Managers/Assistant Managers must also have the permission: 'Can manage schedules'

Navigate to Schedule > Schedules.
Click on a cell in the schedule to open the shift modal.
Select the Time Off tab.
Enter the request details:
- Choose the Employee.
- Select the Time Off Category (Paid/Unpaid).
- Set the Date Range for the time off.
- Specify the Status of the request.
- Add a Comment (often required).
Click Save to confirm.

Adding Time Off from the Time Off Tab

Navigate to Schedule > Time Off.
Click the + Add Time Off button.
Enter the request details:
- Choose the Employee.
- Select the Time Off Category (Paid/Unpaid).
- Set the Date Range for the time off.
- Specify the Status of the request.
- Add a Comment (often required).
Click Submit to complete the request.