Manage time-off requests and balances

Approve requests

Go to Time Off → Time Off Requests to approve or decline employee requests.

See who is off

Open Time Off → Time Off Overview to view the calendar.

Record time off manually

Edit the employee, open Time Off → Book Time Off, choose the dates and leave type. For a partial day, enable the relevant day and enter the hours.

View activity and make adjustments

Use Time Off → Activity on the employee to review movements. Use Adjustment to choose the leave type, date, number of days and reason. Enter a negative number to reduce the balance.

Capture take-on balances

Use Time Off → Take On, select the end date of the take-on period and enter the closing balances. Review Activity after saving. Standard sick and family-responsibility entitlements may be added automatically after the qualifying service period.