Submitting Time-Off Requests

Learn how to submit time-off requests and track their status through the approval process.

Creating a New Request

Step 1: Open Request Form

1. Navigate to Team > Staff > Time-Off
2. Click the New Request button
3. The request form opens

Step 2: Select Leave Type

Choose the type of leave:

• Vacation
• Sick Leave
• Personal Day
• Unpaid Leave
• Maternity/Paternity
• Training
• Other

Step 3: Set Dates

• Start Date - First day of leave
• End Date - Last day of leave
• Partial Day - Toggle for half-days

Step 4: Partial Day Options

If taking a partial day:

• Set Start Time and End Time
• System calculates hours automatically

Step 5: Add Details

• Reason - Brief explanation (optional for some types)
• Notes - Additional information for approver
• Location - Select if multi-location business

Step 6: Submit

Click Submit Request to send for approval.

Request Status

Requests can have these statuses:

• Pending - Awaiting review
• Approved - Manager approved
• Rejected - Manager declined
• Cancelled - You cancelled the request
• Withdrawn - Withdrawn before decision

Viewing Your Requests

1. Go to Team > Staff > Time-Off
2. Click My Requests tab
3. See all your past and pending requests

Cancelling a Request

While a request is still pending:

1. Find the request in your list
2. Click the Cancel button
3. Confirm cancellation

Tips

• Submit requests in advance (check minimum notice days)
• Include clear reasons for faster approval
• Check your balance before submitting
• Review conflicts shown in the request form