View Time Off Requests

Updated November 12, 2024 15:16

When employees submit their time off requests, they will be housed under the Time Off tab. However, there are other areas in app where you'll have the opportunity to review these requests to manage time off.

In this article, you'll discover the areas where you'll see pending time off requests that require your attention.

Prerequisites

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

⚠️ Manager/Assistant Managers can only access requests from other users that are assigned the same Locations and Departments they are assigned to.

⚠️ Managers/Assistant Managers will also require one or both of the following permissions: Can approve/decline employee time off request, can approve their own time off.

View Time Off

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

When a new request comes through, you'll see a red notification dot in the More menu ☰:

In the More menu ☰ , head to Time Off:
Under the Request tab, you'll see all time of requests. You can also change tabs to view all approved requests, as well as your own requests:
Tap on a pending requests to expand more details:

You can view time off in several places on the web app: directly on the Schedule, on the Time Off overview page, and on the Time Off Calendar.

The Schedule Page

Log into the web app.
In the left navigation bar, head to Schedule.
On the Schedules page, you will see requests that are either approved to pending. These will appear as TIME OFF or PENDING TIME OFF.
Hover over the space to view the request details. In the example below, their time off request is in red, and their general availability appears in green. Click here to learn more about time off versus availability.
Click on the shift space to view, edit, approve, or deny the request.

The Time Off Page

In the left navigation bar, head to Schedule > Time Off > Requests.
Requests are shown in order of date submitted by default. Use the filtering and sorting options to narrow down your results:
Click on a request's Date submitted to expand more details (including the user who approved it):

The Time Off Calendar

In the left navigation bar, head to Schedule > Time Off > Calendar.
View all requests for the month and identify potential conflicts:
- Approved Time Off requests will appear in green
- Pending Time Off requests will appear in yellow
- Declined Time Off requests will NOT appear on this page
- Hover over a specific Time Off request to see any comments for it