Viewing and responding to leave requests

When a staff member requests leave, anyone who is a leave approver for that staff member can view and respond to that leave request.

To view leave requests, go into your back office and select Staff & Roles > Leave from the left hand navigation.

Note: If you have any open leave requests, a Red badge will display with the number of open requests over the side navigation, as well as next to Leave. 

From the Leave module, click the blue Leave requests button.

Any new leave requests will be displayed under the Requested leave tab.  Leave requests in all the tabs are shown in order of the Leave start date.

Note: Any staff members who are not leave approvers can only see their own leave requests.

Approving and declining a leave request

To approve a leave request, click the green tick button at the end of the leave request row. When a request is approved, the current and new balance automatically updates on the Requested leave tab.

Note: You can edit the leave request if needed. For example, a staff member has miscalculated hours related to their request. 

To decline a request, click the red X button instead. When declining, a pop-up will display for you to enter an Optional reason for declining, then click the green Decline button.

The leave request will automatically move to either the Approved leave or Declined leave tab, depending on your action.

When you approve or decline a leave request, the staff member automatically receives an email to notifying them. If you have provided a reason for declining, this will also appear in the staff member’s email notification.

You can respond to multiple requests at once. Click the checkbox at the end of each row to select the requests you want to approve or decline, or click the checkbox in the column heading to select/deselect all.

When one or more rows are selected, you'll see a green tick (Approve) and a red cross (Decline) appear in the column heading. Click the corresponding button to approve or decline the selected requests. Those staff members will be automatically notified via email.

You can change your decision if required. To approve a declined leave request, go into the Declined leave tab and click the green tick button on the correct row.

 To decline an approved request, go into the Approved leave tab and click the red X button.