Submit a leave request

A leave request books time off for an employee. Once submitted it starts as Pending and waits for approval.

Steps

1. Go to Leave and click New Request.
2. Choose the Employee the request is for.
3. Choose the Leave Type. The employee’s available balance for that type is shown to help you decide.
4. Pick the Start Date and End Date. The start date must be today or later, and the end date must be on or after the start date.
5. If the time off is only part of a day, turn on Half Day and choose Morning or Afternoon.
6. Optionally add a Reason.
7. Submit the request.

When the request is created successfully you will see a confirmation with its request number, and you land on the request’s details page.

Tip: If a request cannot be saved (for example, not enough balance), you will see a message explaining why so you can adjust and try again.

Related: Approve or reject a leave request