How do I request time off?

Time off is booked in Worktivity on the web, on the Leave requests screen. The desktop app has nothing to do with it. A request sits there until an owner approves or rejects it.

Before you start

• The Leave management section only appears in the sidebar when your organization has the module switched on. If the section is missing, this explains why.
• You need a balance for the type you want to book. A type with no days left cannot be selected. Balances are granted by an owner on the leave rights screen.

Creating the request

1. Open app.useworktivity.com and go to Leave management, then Leave requests.
2. Select Request leave.
3. Employee: owners and co-owners choose whose leave this is. Managers and employees do not see this field and always request for themselves.
4. Leave type: Casual, Sick, Vacation, Annual leave or Paid parental leave. Each option shows how many days are left in that balance.
5. First day off: the first day you will not be working.
6. Duration (days): whole or half days, in steps of 0.5.
7. Notes: anything the approver should know.
8. Select Send request.

How the return date is worked out

You give a starting day and a number of days. Worktivity counts forward over your organization's working days only, then shows the result under the form: the last day off, the day you are back at work, and how many non-working days fell inside the span without counting against the leave. Which days count as working days comes from the work schedule in organization settings.

What happens after you send it

• The request is created with the status Pending. Owners and co-owners receive an email, if they have that notification turned on.
• The days leave your balance right away, before anyone decides. A request that is still waiting has already lowered the number you see.
• A request cannot be edited. To change the dates or the duration, delete it and create a new one.
• Two leaves cannot overlap. A second request covering days you already booked is refused.

Following the decision

The status column shows Pending, Approved or Rejected. Opening a row shows the notes, who decided, and for a rejection the reason that was written. You are emailed when the decision is made if Your leave request is approved or rejected is on under Account settings, Notifications. Deleting your own request is allowed at any point, which is how a booking is withdrawn.

How owners approve or reject a request covers the other side of the screen.