Leave Requests

The My Requests page in TeamBoard TimePlanner is where you can manage your personal time off. Here, you can check your leave balance, submit new requests, and update or cancel existing ones. This makes it simple to plan your days off while keeping your manager and team informed.

Overview My Requests Page

When you open the My Requests page, you’ll find:

• Leave Allocation: The total number of days assigned to you for the year (including any carried-over days).

• Remaining Leave Days: The number of days you still have available.

• Taken Days: How many days you have already used.

• Leave History: A list of all your past and current leave requests with their status ( pending , approved , rejected ).

Creating a Leave Request

Option 1 From Leaves Section

Follow these steps to submit a new leave request from Leaves section

1. From the left sidebar, click Leaves to access My Requests page.

3. Click the button to open the Leave Request form.

4. Fill in the request details:

1. Leave Type: Choose the type of leave (e.g., Vacation, Sick Leave, or other types defined by your admin).

2. Approver: Select your manager or the designated person responsible for approving your request.

3. CC Assignee (Optional): Search and select other assignees to notify them about your leaves.

4. Date Range: Select the start and end dates for your leave.

5. Time-off Session: By default, your request is a full-day leave. You can switch between AM and PM to take the morning or afternoon off.

6. Notes (Optional): Add extra information or context for your approver (e.g., reason for leave, handover notes).

5. Once all fields are completed, click .

Submit Multiple Leave Requests for the Same Day

Users can submit more than one half-day leave request for the same day, as long as the total leave does not exceed one full day.

Option 2 From the Schedule Board

1. Go to the Schedules from the left-hand menu.

2. Click in the toolbar to open the Planning Dialog

• Or, click on a specific date or drag across a range of dates to open the Planning Dialog.

3. Within the Planning Dialog, select the 'Request Leave' tab

2. Fill in the request details:

• Leave type

• Approver

• CC

• Time range

• Session

• Notes (optional)

3. Once all fields are completed, click .

Editing or Canceling a Request

You can edit or cancel a leave request only if it is still in pending status:

1. Go to the Leaves section from the left sidebar.

2. On the My Requests page, find your request in the list.

3. To edit a request, click on a leave request and update the details.

4. To cancel a request, click to withdraw the request in the Action column.

💬 Communicating with the Approver

Alternatively, you can stay informed about updates by coordinating directly with your approver:

→ Simply click in the Actions column to open the chat box.

Recalling an Approved Request

If your request has already been approved , you can still recall it:

1. Go to the Leaves section from the left sidebar.

2. On the My Requests page, find your request in the list.

3. Click the recall button at the end of the row.

4. Confirm your action in the pop-up dialog.