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Approve leaves and manage balances

For managers and HR: decide on requests, add leave for an employee and adjust balances.

Decide on requests

  • Approvals & Requests lists what waits for you. Tick several requests and approve them together.
  • Leaves → Team leaves shows your team's requests by status, type, employee and date.
  • On a request you see the balance before and after it. HR can Approve without deducting from the balance.

Add leave for an employee

HR can use Add time off on Team leaves, for example for a leave reported by phone.

Balances

  • Leaves → Leave balances shows each employee's balance by type and year.
  • Adjust a balance with a reason, or carry over unused days to the next year.
  • Leave types decide the entitlement, accrual, carry-over limits and service-year tiers. Set them under System preferences → Time off.

Holidays

Public holidays in the Holiday calendar don't count as leave days.

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