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Leave Approval Overview

The Leave Approval feature in TeamBoard for monday.com makes it simple for team members to request time off and for managers to approve or track these requests. It helps everyone stay on top of who’s available and manage workloads more smoothly.

Getting Started with Leave Approval

To start using Leave Approval, click the plus Screen Shot 2024-10-25 at 15.36.57.png button in your workspace and choose ‘TeamBoard Leave Approval’. This will open the Leave Dashboard, where you can view and manage leave requests.

Getting Started with Leave Approval.png

The Leave Dashboard

The Leave Dashboard.png

The Leave Dashboard has everything you need to stay updated on leave details for your team. Here’s an overview of the key sections:

1. Allocated Days

This section shows how many leave days each employee has been given for the year.

If an employee has 14 days total, this will show how many they have used and how many are left. It’s a simple way to stay on top of your leave balance.

Custom Allocations: If the admin has set up Custom Allocations, certain team members or roles may have different leave allowances based on their specific needs or contracts.

Allocated Days.png

If the admin has not selected “Allocation Target” for a specific leave type, that type will not count against the allocated days. For example, some types of leave, like jury duty or bereavement leave, may not reduce the total allocated days.

2. Approved Requests

This section lists all leave requests that have already been approved, along with the type of leave taken (e.g., annual leave, sick leave, or personal day). This clear view of upcoming and past confirmed time off helps managers and team members plan around scheduled absences.

Approved Requests.png

Tip: If your team needs additional types of leave (e.g., volunteer leave, parental leave), admins can create new leave types in the settings. Custom leave types make it easier to categorize and track different reasons for time off.

3. Leave History

This section records all past leave requests. This historical view is helpful for planning future requests and keeping personal records up-to-date.

Leave History.png

4. List of Requests

Displays all current leave requests with their statuses, such as "Pending," "Approved," or "Rejected." This allows you and your manager to stay on top of requests awaiting approval or planning.

List of Requests.png
  1. Request Leave: Click this button to create a new leave request.

  2. My Leaves: This option shows a list of your own leave requests.

  3. Leave Approvals: For managers and approvers, this section displays a list of leave requests that need approval.

  4. All Status: Use this filter to choose specific statuses.

  5. All Leave Types: Filter the list by specific leave types.

  6. Created Date and Time Frame: Set a specific date or time range to view leave requests created within a certain period.

  7. Export List: Click this option to export the list of requests as a CSV file.

  8. Help: Access the Help section for guidance on using the Leave Approval feature.

  9. Refresh: Refreshes the list to show the most recent updates or changes.

  10. Settings: Go to Settings to adjust leave preferences, like default approvers or custom leave types.

📖 Support and Resources

Happy planning and organizing! ♥️

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