Submit a leave request as a worker from the mobile app, or on behalf of a worker as a dashboard user. Once submitted, the request flows into the Leave Requests page for approval and blocks the worker's availability in the scheduler.
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Before you start
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Who gets notified
Notifications depend on how the request is created and how your account is configured.
| Who | When they are notified |
|---|---|
| HR email address | Every leave request submitted from the mobile app sends an email to the addresses in the HR Email Address field in Settings > View/Edit Settings. You can enter more than one address. |
| Leave approver | If a dashboard user is set as the Leave Approver on the worker's profile, that user receives an email when the worker submits a request. |
| The worker | The worker receives an in-app notification and an email when their request is approved, declined or cancelled. |
Submit a leave request from the mobile app
Workers submit their own leave from the mobile app. New requests are created in the Pending status and wait for a dashboard user to action them.
- On the mobile home screen, click your avatar in the upper right corner to open your profile.
- Click Leave Requests. Use Upcoming to see future leave and Previous to see past requests.
- Click the + button to start a new request.
- Select the leave type, for example Sick Leave or Paid Time Off.
- Select the leave dates. Non-working days are marked on the date picker, and no leave timesheet is created for them.
- By default, the request covers whole days. Toggle on Custom Hours to request part of a day, for example 8:00am to 11:00am for an appointment. The scheduler can then still allocate you work for the rest of the day.
- Optionally add a description and an attachment, for example a photo or PDF of a medical certificate.
- Submit the request.
Submit a leave request from the dashboard
Dashboard users can create leave on behalf of workers. This is useful for public holidays, shutdowns, or when a worker needs emergency time off and cannot submit the request themselves.
- From the left-hand navigation, expand Worker Planning and click Leave Requests.
- Click + Leave Request.
- Select the worker taking leave. You can select more than one worker to create the same leave for a group.
- Enter the leave dates and select the leave type.
- Choose Standard shift for a full day of leave, or Custom hours for part of a day. A standard shift uses the Leave Request Standard Shift start and end times in Settings > View/Edit Settings, which default to 8 hours.
- Optionally add a description and attachments.
- Set the status using the dropdown in the top right of the screen. Leave requests created from the dashboard default to Approved. Select Pending if the request still needs review.
- If you are creating the request as Approved, you can also tick the option to create timesheets for the leave dates so the time flows into payroll. See Approve leave and create leave timesheets.
Things to know
- Requests submitted from the mobile app always start as Pending. Requests created from the dashboard default to Approved, so check the status dropdown before saving if the leave still needs review.
- If your profile has Assigned Leave Requests Only enabled, you can see all leave requests but can only create and action requests for workers who have you set as their Leave Approver.
- Leave timesheets are not created for non-working days, so leave that spans a weekend or shutdown only generates timesheets for working days.
- Custom hours are worth using for part-day leave. If you record a part day as a full day, the scheduler will treat the worker as unavailable for the whole day.
- Pending and Approved leave both block a worker on the scheduler. Workers on leave are not recommended for shifts that overlap those dates, and an alert appears on the Timeline if they are already scheduled.
- Archiving a leave type does not change existing requests, but the type is no longer available for new ones.
- Leave timesheets can only be deleted by declining the leave request on the Leave Requests page.