Planning Leaves

Planning Leave and Time Off

In TeamBoard TimePlanner, Leave and Time Off both represent time when a member is away from work, such as vacation, sick leave, or personal leave. They appear on the Schedule Board and Calendar Board, helping teams understand availability and workload.

The difference between them depends on the Leave Approval Workflow:

• Leave Request: Used when the approval workflow is enabled. The request must be submitted to an approver before the leave is confirmed.

• Time Off: Used when the approval workflow is disabled. Time off can be created directly without approval.

The workflow is configured by an admin in Leave Settings.

Creating Leave Requests

When the Leave Approval Workflow is enabled by your admin, employees must submit leave requests for approval before their time off is confirmed. This ensures that leave is reviewed and properly managed by a designated approver

STEP 1 Open the Planning Dialog

From the Schedule Board, open the Planning Dialog in one of two ways:

Click in the toolbar.

Click a specific date or drag across a date range on the board.

STEP 2 In the Planning Dialog, select the Request Leave tab to start submitting your leave request.

STEP 3 Fill in the Leave Request Details

Complete the following fields:

• Type: Select the leave type. Your remaining balance is shown below.
  Leave types are configured by an admin in Leave Settings.

Remaining Leave

• Remaining: Shows how many leave days you still have available. This balance is reduced after approved leave is deducted.

• Unlimited: This leave type does not have a fixed leave balance, so there is no set limit on the number of days available.

• On behalf of: Select the member the leave request is for. For your own request, this is set automatically.

• Approver: Select the person who will review and approve the request.

Allow users to change the Default Approver

Allows all users to modify their default approver for timesheets and leave requests in their Personal Settings.

• ON: Users can change their default approver.

• OFF: Users cannot change their default approver.

Allow users to assign themselves as Approver

Allows APPROVERS approve their own timesheets and leave requests.

• ON: Users can assign themselves as APPROVERS for their own timesheets or leave requests in their Personal Settings.

• OFF: Users cannot assign themselves as APPROVERS for their own timesheets or leave requests in their Personal Settings.

Note: Only apply to users with timesheet or vacation approval permissions ( APPROVERS ).

• CC: Add other members who should be informed, if needed.

• From – To: Select the leave start and end dates.

• • Session: Choose Full day, AM, or PM for each leave date.

• Notes: Add any additional information for the approver.

STEP 4 Submit the Request

Click to submit the leave request for approval.

👉The leave request will appear on the Schedule Board with an OFF status:

• OFF The leave request is Pending Approval.

• OFF The leave request has been Approved.

Updating a Leave Request

You can only edit a leave request while it is in Pending status

1. Click the Leave Request card to open the Leave Details modal.

2. Update the available details, such as Date, Leave type, Approver, and Notes.

3. Click to save your changes.

Deleting a Leave Request

Deleting a Leave Request

You can remove a leave request in two ways:

OPTION 1 From the Leave Details modal

1. Click the Leave Request card to open the Leave Details modal.

2. Click Delete in the bottom-left corner of the modal.

OPTION 2 From the Leave Request card

1. Click the menu icon in the bottom-right corner of the Leave Request card.

2. Select Remove from the menu.

Creating Time-off

When the Leave Approval Workflow is disabled, employees can create and log Time Off directly without submitting it for manager or admin approval. This is ideal for personal time off or when a team doesn’t require manager approval for certain types of leave.

To create Time off:

1. From the Schedule Board, open the Planning Dialog in one of two ways:

Click in the toolbar.

Click a specific date or drag across a date range on the board.

2. In the Planning Dialog, select Time Off.

3. Fill in the Time-Off Details

• Date: Select the date you want to take off.

• Total hours: Enter the number of hours off for the selected date, such as 8h.

• Add more: Click Add more to add another date. You can set different hours for each date.

• Leave type: Select the applicable leave type.

• Notes: Add additional information, if needed.

4. Click to create the Time Off.

The Time Off is added directly to the Schedule Board without a Pending Approval status.

Updating a Time off

1. Open the Update time off modal in one of two ways:

   • Click the Time Off card directly.

   • Click the menu icon in the bottom-left corner of the Time Off card, then select Edit.

2. Update the available details as needed.

3. Click to save your changes.

Deleting Time Off

You can delete Time Off in two ways:

OPTION 1 From the Update Time Off modal

1. Click the Time Off card to open the Update time off modal.

2. Click Delete in the bottom-left corner of the modal.

OPTION 2 From the Time Off card

1. Click the menu icon in the bottom-left corner of Time Off card.

2. Select Delete to remove the Time Off.