Time Off Requests

Staff request time off from the staff portal, and managers approve or deny it. Managers can also block dates for someone directly. Approved time off shows on the Staff Schedule.

Requesting Time Off (Staff)

1. In the staff portal, open My Schedule and scroll to My Time Off.
2. Click Request Time Off.
3. Pick the start and end dates. Time off is full days only.
4. Optionally add a reason.
5. Submit.

The request shows as Pending. Staff can cancel a pending request with Cancel. Once it is approved, only a manager can change it.

Reviewing Requests (Managers)

1. Open Staff Management > Staff Schedule.
2. Click the Time Off tab.
3. The Pending filter is selected, with a count of waiting requests. Each card shows the staff member, dates, number of days, reason, and a warning if the dates overlap scheduled shifts.
4. Click Approve, or click Deny, optionally type a reason, and click Confirm.

The staff member is notified of the decision by their preferred channel (WhatsApp, SMS, or email).

Approving time off doesn't cancel or move overlapping shifts. Delete or reassign them yourself on the Schedule tab.

Use the Pending, Approved, and All filters to switch lists.

Blocking Time Off

To give someone time off without a request, for example a training day or holiday:

1. On the Time Off tab, click Block Time Off.
2. Choose the Staff Member, Start Date, and End Date.
3. Optionally add a reason.
4. Click Block Time Off.

The block is approved straight away and carries a PM Block badge.

On the Schedule

Approved time off shows as an Off block in the staff member's row. Shifts on those days are dimmed and struck through, so coverage gaps stand out.

Overlap Protection

• A new request or block that overlaps an approved or pending one is refused.
• If two pending requests overlap, approving one stops the other from being approved.

Cancelled and denied requests don't block new requests.

Common Questions

Can I take half days? No. Time off is full days. Adjust shifts for partial days.

Are there time-off types, such as vacation or sick? No. Each request has a free-text reason.

Can I cancel approved time off from the admin app? No. The Time Off tab only approves, denies, and blocks.

Related

• Scheduling: The Staff Schedule and shifts.
• Staff Roles: What staff can do.
• Staff Management: Managing your team.