Requesting Time Off
Managers and admins create time off for employees. Employees can also request time off (e.g. from the time clock); those requests stay pending until a manager approves or rejects them.
Creating Time Off Requests
As a manager or admin (creating time off directly)
- Go to Dashboard → Time Off (or Time off).
- Click Add time off (or similar).
- In the form:
- Employee – select the employee (if there are multiple).
- Time off type – e.g. Vacation, Sick leave.
- Start date – first day of absence.
- End date – last day of absence.
- Notes – optional (e.g. "Family trip").
- Save.
Depending on your setup, this may create the time off as approved immediately, or as pending for review.
As an employee (requesting from the time clock)
- Use the time clock, enter your PIN, and go to the time off section.
- Click Add time off (or similar).
- Choose type, start date, end date, and add notes if you want.
- Submit. The request is created as pending. A manager must approve or reject it.
Selecting Date Ranges
- Use the date range control (calendar or start/end fields).
- Start date = first day of absence.
- End date = last day of absence.
- Start must be on or before end.
Choosing Time Off Type
- Pick one of your organization's time off types (e.g. Vacation, Sick leave, Unpaid leave).
- The type determines the color and label on the calendar and in reports.
Adding Notes
- Notes are optional. Use them to add context (e.g. "Doctor's appointment", "Family vacation").
- Notes can be useful for managers when approving or reviewing requests.
Single‑Day vs. Multi‑Day Time Off
- Single day: set start date and end date to the same day.
- Multi‑day: set start and end to the first and last day of the period. All days in between (inclusive) count as time off.