This article talks about creating, handling and resetting leave requests on the web version. Team members with the role of 'Admin' or 'Approve leave requests' can also create requests on behalf of other team members. This option is only available when the time registration is activated.
Also have a look at the leave settings.
Create a leave request
You can easily create a time off request via the Schedule > Time Off functionality.
In the main menu on top, you find 'Leave' under 'Planning'.
Navigate to 'Tools' in the upper right corner, then to 'Create request'.
Add the relevant information and click 'Submit'.
Process a leave request
A new leave request will have status 'pending'. An Admin or team member with the role 'Approve leave requests' will have to check the number of hours and process the request.
You find the following information in the leave request (depending on the contract type):
Amount of leave hours to take: Here you can enter the number of hours you want to allocate to this leave request. Eitje does a suggestion for people with a fixed contract based on workweek in the contract. You will always have to check this, or get to an agreement, before approving.
Contract hours: The 40 hours in the example are based on the data from the contract of this team member. By hovering over the black icon, you can see the workweek of this team member.
Message for team member: You can leave a note for the team member here.
Extra information regarding leave balance: In case this affects the leave balance, it is convenient to know how many leave hours someone has left, and will be accruing.
Edit the request: If you want to edit the request, you can do it here.
Team members with leave: You can see which team members also requested leave in this period.
Changelog
To see what changes have been made and by whom, open the changelog in the left bottom corner. Here can you see, for example, who created the request, when that was, and who approved it:
Reset a leave request
Do you want to adjust an approved leave request?
Open the request and click on 'Reset leave request'.
This request's status will now change to 'Pending'.
You can now edit, deny, or approve this request.
