Time off requests
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
Understanding how Time Off accruals work
Annual
Hours worked
Policy join date
Editing the members assigned to a Time Off policy
Editing or removing a Time Off policy
How to archive/unarchive Time off policy
How to request time off and manage Time Off requests
How to add a Time Off policy
STEP 1
To add a time off policy, first, you will need to navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off
STEP 2
Click on Add a policy
STEP 3
Next, the Add new policy dialog box will appear. You will be asked to fill in the following information:
Policy Name
Members – Select the team members you wish to add to the policy. You can automatically add members into the policy by clicking the Automatically add new members to this policy checkbox.
Automatically add new members to the policy
Schedule of Accrual
None
Annual – Balances are added at the start of each year.
Worked Hours – Allows you to add a custom number of hours of time off earned for every hour each team member worked
Policy joined Date - Balances are added at the date of joining policy.
Maximum Accrued Amount (Only available on annual accrual policies) – Here you would input a time-off credit balance each team member is eligible to receive at the start of every year.
Allow negative balances – This enables users to file a time off request even if their credit balance is “0.”
Balance rolls over annually – This enables the remaining balance from the previous year’s time off credits to roll over to the following year.
Requires approval – This requires each pending time off request to be approved by a manager/owner.
Paid – This configures the time-off credits as billable.
Editing the members assigned to a Time Off policy
STEP 1
In order to edit members assigned to a time off policy, navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off.
STEP 2
Click on the [ ⋮ ] button on the right side of the policy you wish to edit and then click on the “Edit” option.
STEP 3
Make the necessary changes in the following screen. Once complete, click Save.
Editing or removing a Time Off policy
STEP 1
To edit or remove a Time Off Policy, first navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off.
STEP 2
Click on the [ ⋮ ] button on the right side of the policy you wish to modify, then select Edit, Archive, or Remove from the drop-down menu. Editing a time off policy will let owners modify all values entered except the schedule of accrual.
How to archive/unarchive Time off policy
STEP 1
To achieve/unarchive a Time Off Policy, first navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off.
STEP 2
Click on the [ ⋮ ] button on the right side of the policy you wish to modify, then select Archive from the drop-down menu.
STEP 3
A pop comes mentioning the Policy archived successfully.
STEP 4
If you wish to unarchive the policy, go to the filter option and select archive policy from the dropdown list. Now Click on the [ ⋮ ] button on the right side of the policy you wish to modify, then select UnArchive from the drop-down menu.
How to request time off requests
STEP 1
To request a time off, navigate to the Time off-page 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.
STEP 4
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.
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
Understanding how Time Off accruals work
Annual
Hours worked
Policy join date
Editing the members assigned to a Time Off policy
Editing or removing a Time Off policy
How to archive/unarchive Time off policy
How to request time off and manage Time Off requests
How to add a Time Off policy
STEP 1
To add a time off policy, first, you will need to navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off
STEP 2
Click on Add a policy
STEP 3
Next, the Add new policy dialog box will appear. You will be asked to fill in the following information:
Policy Name
Members – Select the team members you wish to add to the policy. You can automatically add members into the policy by clicking the Automatically add new members to this policy checkbox.
Automatically add new members to the policy
Schedule of Accrual
None
Annual – Balances are added at the start of each year.
Worked Hours – Allows you to add a custom number of hours of time off earned for every hour each team member worked
Policy joined Date - Balances are added at the date of joining policy.
Maximum Accrued Amount (Only available on annual accrual policies) – Here you would input a time-off credit balance each team member is eligible to receive at the start of every year.
Allow negative balances – This enables users to file a time off request even if their credit balance is “0.”
Balance rolls over annually – This enables the remaining balance from the previous year’s time off credits to roll over to the following year.
Requires approval – This requires each pending time off request to be approved by a manager/owner.
Paid – This configures the time-off credits as billable.
Editing the members assigned to a Time Off policy
STEP 1
In order to edit members assigned to a time off policy, navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off.
STEP 2
Click on the [ ⋮ ] button on the right side of the policy you wish to edit and then click on the “Edit” option.
STEP 3
Make the necessary changes in the following screen. Once complete, click Save.
Editing or removing a Time Off policy
STEP 1
To edit or remove a Time Off Policy, first navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off.
STEP 2
Click on the [ ⋮ ] button on the right side of the policy you wish to modify, then select Edit, Archive, or Remove from the drop-down menu. Editing a time off policy will let owners modify all values entered except the schedule of accrual.
How to archive/unarchive Time off policy
STEP 1
To achieve/unarchive a Time Off Policy, first navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off.
STEP 2
Click on the [ ⋮ ] button on the right side of the policy you wish to modify, then select Archive from the drop-down menu.
STEP 3
A pop comes mentioning the Policy archived successfully.
STEP 4
If you wish to unarchive the policy, go to the filter option and select archive policy from the dropdown list. Now Click on the [ ⋮ ] button on the right side of the policy you wish to modify, then select UnArchive from the drop-down menu.
How to request time off requests
STEP 1
To request a time off, navigate to the Time off-page 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.
STEP 4
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: 13 / 09 / 2022