Use Leave Requests for both sides of the workflow: staff submit time off there, and managers review the same queue there.
Managers should check coverage in Schedule Editor before approving a request that touches a busy day or a hard-to-cover role.
Quick facts
Start here
- Staff can submit their own start date, end date, and note from one page.
- Managers can also create leave requests on behalf of employees from the same screen.
- Approved leave blocks scheduling in the editor for those dates.
- Requests can be approved, denied, or deleted if they were entered by mistake.
Step 1: Submit a leave request
Open the leave page and enter the dates
Go to Leave Requests.
Choose the start date, end date, and add a short note if the manager needs context.
Submit and track the result
Click Submit, then watch the My requests section below the form.
That list is where you can see whether the request is still pending, already approved, or denied.
Step 2: Approve or deny requests as a manager
Managers get an All requests section on the same Leave Requests page.
Use Approve or Deny after you check staffing needs for those dates.
- Look at the employee name, requested date range, and note first.
- Check Weekly Schedule or Schedule Editor before approving a thinly staffed day.
- Delete a request only when it was entered by mistake or needs to be resubmitted cleanly.
What approval changes in the schedule
Approved leave blocks scheduling
Once a request is approved, the editor treats that date range as blocked for that employee.
If coverage is now short, update the week in Schedule Editor before you publish again.
Best practices for clean approvals
- Approve as soon as you can so staff know whether to plan around the time off.
- Use the request note for details, not side messages that only one person can find later.
- If dates change, delete the old request and submit a clean replacement so the queue stays accurate.