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HR

Request and approve leave

A person asks for leave; their manager approves or refuses it. The balance is counted for them.

Where

HR › Timesheets & Leave › Leave › Leave

Who

Everyone asks for their own leave; approvers decide.

Ask for leave

1
On the Leave tab press + Apply for leave. (On My Space, + Request Time Off opens the same form. Flowrica's Request leave asks you the same questions one at a time.)
2
Choose the Type of leave. The form shows how many days are left of the entitlement.
3
Give the First day and the Last day. Tick Only half of the first day or Only half of the last day if needed, and write a Reason.
4
Press Request leave. The request is Waiting until it is decided.
The Apply for leave form

Decide

1
Open the Approvals tab. It lists what is waiting for a decision. On the Leave tab, Only the ones I approve narrows the list to your own.
The Approvals tab: what is waiting for a decision
2
Press Approve, add a note if you like, and press Approve the leave. Or press Reject, say Why it is refused, and press Refuse the leave. The person reads the reason on their request.
Approving a leave, with a note if there is one
Refusing a leave: the reason is needed

The same requests reach an approver on My Space, in Flowrica's card of things waiting for approval.

Read the list

The Leave tab shows every request as a List or on a Calendar. A request is Waiting, Approved, Rejected or Cancelled. Narrow by Status, Type of leave and Org unit. Press a person's name to open the request. The figure Leave waiting at the top counts what is not decided yet.

The Leave tab: every request with its state
The Leave tab narrowed to the approved requests
A request for more days than are left is refused when the leave comes out of an entitlement; the refusal shows the sums. Nobody decides their own request. A person in no org unit has nobody to approve, so their request is refused.

Additional hours

Hours worked beyond the shift are asked for and decided the same way, on the Additional hours tab. The person presses + Request hours, gives the Day worked, the Hours and a Reason, and presses Request hours. The approver presses Approve or Reject on the row. Show archived brings back archived rows.

The Additional hours tab
The form that asks for additional hours
Additional hours with the archived rows shown
Before: HR setup · Next: Check in and attendance