How to do Time off requests

Roles and Permissions:

Note: Users in any role can only apply for time off for themselves. Roles and Permissions only work while approving Time -Offs.

Organization Owner/Manager :
They can Add Policy, Edit Policy, Archieve Policy, Remove Policy, View Request, Edit Request, Approve Request, Deny Request and Delete Request for all members of Organisation.

Delivery Head :
They can Request Timeoff, View Request, Edit Request and Delete Request for themself.

Dept Head(User):
They can View Request, Edit Request and Delete Request of assigned members as well as themself.
They can Approve requests and reject requests of Assigned members.

Project Manager (User) :
They can Request Timeoff, View Request, Edit Request and Delete Request for themself.

Team Lead(User):
They can View Request, Edit Request and Delete Request of assigned members as well as themself.
They can Approve requests and reject requests of Assigned members if enabled from setting.

User :
They can Request Timeoff, View Request, Edit Request and Delete Request for themself.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Workstatus Time Off feature allows you to set policies that dictate the time off, or leave your team can take.

Table of Contents

How to add a Time Off policy ?

Kindly refer this link to add a Time Off policy : https://support.workstatus.io/en/article/how-to-add-a-time-off-policy-2paw7n/

How to Edit Time Off policy ?

Kindly refer this link to add a Time Off policy : https://support.workstatus.io/en/article/edit-time-off-policy-1lv0ma0/

How to archive/unarchive Time off policy ?

Kindly refer this link to add a Time Off policy : https://support.workstatus.io/en/article/edit-time-off-policy-1lv0ma0/

How to request time off and manage Time Off requests?

How to request time off ?

STEP 1

To request a time off, navigate to the Calendar and then click on Time Off Requests from the side menu .

STEP 2

Click on the Request time off button.

STEP 3

Next, the Request time off dialog box will appear. You will be asked to fill in the following information:

Policy – the policy where you want to submit the request.
Timespan – the schedule of the time off, can be in hours or a full day.
Requested Time - total time in hours
Reason– the reason for the leave request.

Click the save button.

How to manage Time Off requests

STEP 1

To manage a time off, navigate to the Time off page.

STEP 2

Click on the [ ⋮ ] button on the right side of the time off request you wish to manage, then select Edit, Approve, Deny, Delete, or Escalate request from the drop-down menu.

Updated on: 14/02/2025