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

1. 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/

2. 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/

3. 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/

4. 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