Working with Time Off in Schedules

Employees can request time off directly from the schedule view, and managers can approve or decline those requests without leaving the schedules screen.

Accessing time-off requests via the schedule screen

When time off is requested or approved, it appears in the schedule view like any other shift. The schedule shows pending requests, approved time off, and declined requests as clearly labeled entries.

Managers can switch to the Time off requests tab to see a focused view of all current requests.

Time off requests visible in schedule

Each request includes information such as date, duration, status, and whether it requires approval. This helps identify scheduling gaps or overlapping requests.

Submitting time off as an employee

Employees can request time off using the web schedule or mobile components. They select the dates and provide an optional note. If the selected time off policy requires approval, the request will remain pending until reviewed by a manager.

The employee’s available balance is shown during the request. Some time off types may allow requests even when the balance is low or negative, depending on the policy settings.

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Submitting a time off request on mobile, accessible from schedule component.

More details on supported policies and rules are available in the time off management guide.

Reviewing requests as a manager

Managers can view pending requests from the schedule view by clicking into the Time off requests tab. From there, they can approve or decline each one. Previously reviewed requests are also shown with their current status.

Clicking into a request shows a breakdown of the dates, balance, and overlapping time off. The manager can review the context before approving or rejecting. A note can also be added during the review.

Responding to individual time off requests

The same functionality is available on mobile as long as the manager has permissions to approve/decline requests:

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Viewing details about a specific time-off request on mobile

This helps managers handle approvals in context, while looking at who else is already off on the same day.

Read more about possible time off settings in time off management guide.

Notifications and Status Tracking

Employees and managers can receive notifications when a time off request is submitted, approved, or rejected. These notifications can be sent by SMS, WhatsApp, push notification, or email, depending on the configured preferences.

Read more about how notifications work in embedded notifications.

Learn More About Time Off Policies

Employees can be eligible for multiple time off policises based on their role or employment type. Each policy defines the type of leave, how it's tracked, whether approval is needed, balance behavior, and more.

To explore how time off policies are structured, visit the time off policy reference.

Working with Time Off in Schedules

Accessing time-off requests via the schedule screen#

Submitting time off as an employee#

Reviewing requests as a manager#

Notifications and Status Tracking#

Learn More About Time Off Policies#

Accessing time-off requests via the schedule screen

Submitting time off as an employee

Reviewing requests as a manager

Notifications and Status Tracking

Learn More About Time Off Policies