How to Approve or Decline Requested Time Off

Learn more about the administrator role and permissions in How to Use Roles and Permissions.

Approve time off request

To approve a time off request:

1. Go to Time > Requests.
2. Click the relevant request.
3. Review the request and click Approve.

An email is sent to the employee notifying them that their request has been approved and hours will be deducted from their corresponding policy’s balance.

If you approved a request by mistake, you can decline it by opening the request and clicking Decline. 

Decline time off request

To decline a time off request:

1. Go to Time > Requests.
2. Click the relevant request.
3. Optionally, you can enter a Note with the reason for declining the request.
4. Review the request and click Decline.

An email is sent to the employee notifying them that their request has been declined.

If you decline a time off request by mistake, this action cannot be undone. The employee will need to send another request.

Request time off for an employee

As an administrator or manager, you can request time off on an employee’s behalf. This means you can approve the time off immediately.

To request time off for an employee from the Requests page:

1. Go to Time > Requests.
2. Click Add Time Off. 
3. Select the Employee.
4. Select the Policy.
5. Enter When the time off will take place and select other details.
6. Next to Status, you can select Approved to approve the time off request immediately.
7. Click Add Time Off.

To request time off for an employee from the timesheet: 

1. Go to Time > View. 
2. Click + Time Off > PTO Policy
3. Select the Employee.
4. Select the Policy.
5. Enter When the time off will take place and select other details.
6. Next to Status, you can select Approved to approve the time off request immediately.
7. Click Add Time Off.