Time off is the days an employee asks to be away. Employees send a request from the portal. HR sets the types, the policy, and the balance from the Leaves section.
A request stays pending until someone approves it, unless the policy says requests do not need approval. Pending days stay on the balance until the request is approved.
Where to go
| Who | Open | What it is for |
|---|---|---|
| Employee | Time off in the employee portal, then Leave | Send a request and see days left |
| Manager | Approvals in the employee portal, then Leave | Decide requests that are waiting |
| HR | Leaves in the sidebar | Types, policies, assignments, balances, the ledger, and the PTO report |
The sidebar labels stay as they appear in the product:
- Leave Application is a time-off request.
- Leave Policy, Policy Assignment, and Leave Type define the rules. See Time off policies.
- Leave Allocation, Leave Ledger, and PTO Report show balances. See Time off balances.
Start here
- Add a Leave Type, such as vacation or sick time.
- Create a Leave Policy, add each type with its Annual Allocation, and choose Create Leave Policy.
- Assign that policy on Policy Assignment, with Effective From and Effective To.
- Confirm the person has an active balance on Leave Allocation or on PTO Report.
- The employee opens Time off, chooses Leave, and chooses Request time off. See Request time off.
If the employee cannot request time off
The portal says No leave balance yet when nothing has been allocated. Choose a leave type and a From date before Request time off will send. A warning on the form keeps the button off, and the request is not saved.
If the policy requires approval and no manager or leave approver is assigned, the message is Ask HR to assign your manager or leave approver before requesting time off.