How do I request leave?
Requests → Leave holds your leave and your balance. Managers also see the team's leave.
Request leave
- Press Request leave.
- Pick the Type.
- Set From and To. For a single day of a type that allows it, switch on Half day.
- Give a Reason and send. The message says "Requested".
It goes to the approver set for Leave under Approval rules.
Mine
- A table of the year's leave: Type, Dates, Days, Reason (with the approver's note), Status.
- Cancel shows on leave that is still waiting, and on approved leave that has not started.
- Balance: per type, "x of y", and how many days are waiting.
Team (managers)
Tiles: On leave today, Waiting, Days taken (90 days either side of today).
Chips: All, Waiting, Approved, Rejected.
Columns: Field manager, Type, Dates, Days, Reason, Status. Days taken by type shows the split.
Rules
| Rule | Default |
|---|---|
| Track balances | On. A request over the balance is refused: "Only N … days left this year" |
| Notice days | 0 |
| Days back leave can be requested | 3 |
| Leave days are not working days | On, so leave does not count against field days |
| Planned calls on approved leave | Defer (on leave). Can be Keep or Transfer |
The leave types, with their days a year, paid or not, and half days, are set under Setup → Lists → Leave types.