Request Leave

Initiating a Leave Request

• Open the Planning Dialog: Click on any date—or select a range of dates—on your calendar that you plan to take off. This will open the Plan Issue dialog.

  Request Leave: In the dialog, switch to the Request Leave tab to submit your time off request. It’s quick, easy, and keeps everyone in the loop!

Specifying Leave Details

• Select Leave Dates: Pick the exact day—or range of days—you’d like to take off. Just taking a partial day? No problem! You can also specify the exact hours if you're not planning to be away all day.

• Choose Leave Type: From the dropdown menu, select the type of leave you are requesting. Leave types are predefined in the Leave Settings by an admin, offering options such as vacation, sick leave, personal leave, etc.

• Choose an Approver: Select the person responsible for approving your leave request—usually your manager or another designated approver within your team or organization.

Submission and Approval

After filling in all the necessary details, submit your leave request for approval.

Once your leave request has been approved, it will be visible on the Schedule Board. Approved leave will be clearly marked, ensuring transparency and allowing for easy adjustment of project plans and resource allocation.

Key Points to Remember

• Leave Settings: Admins can tailor leave types in the Leave Settings to align with your organization’s policies—making sure the options fit how your team actually works.

  Approval Process: Choosing the right approver matters. To keep things moving smoothly, be sure to select the correct person—usually your manager or a designated approver—to avoid any delays.

  Impact on Workload: Once leave is approved, it’s reflected in the workload view. The team member’s availability and scheduled hours will automatically adjust to keep planning accurate and up to date.