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Manage Leave Requests

Approve, edit, and manage leave and unavailability requests.

Updated over 2 weeks ago


Submit Leave Requests

  • Employees can apply for leave via the Workforce.com Mobile App or online at my.workforce.com.

  • Employees can submit unavailability requests (days or times they cannot work) through the same channels.

  • Managers approve requests online at my.workforce.com and only see requests for teams they manage.


Leave Approval Process

  • When an employee submits a leave request, it remains pending until approved or declined.

  • Once approved, Workforce.com automatically creates timesheets for the leave dates with the correct hours.


Approve Leave Requests

To approve leave requests:

  1. Go to Time & Attendance > Leave > Leave Requests.

  2. Select View Request or open the dropdown arrow ˅.

  3. Choose Approve or Decline.

    • Approve: adds the leave to the employee’s timesheet and notifies them.

    • Decline: managers may add a reason, which is visible to the employee.

Tip: To decline an already approved request, select View Request > Decline.


Approve Leave Requests on the Rota

To approve leave requests on the rota:

  1. Open the rota.

  2. Click the pending leave request.

  3. In the left-hand panel, select More Information.

  4. Click Approve.


Edit Pending Leave Requests

To edit a pending leave request:

  1. Go to Time & Attendance > Leave.

  2. Select View Request.

  3. To edit:

    • Leave details (dates, type, reason, attachments): go to Leave Details > Edit.

    • Daily breakdown (days, hours, teams): go to Daily Breakdown > Edit.

    • Advanced settings (restrict to one team): go to Daily Breakdown > Edit > Advanced Settings.

  4. Select Update or Save.


Block out Periods of Leave

Use custom events to prevent leave being taken during specific times.

  1. Go to Schedule > Events & Comments > + Add New Event > Prevent Staff from Taking Leave.

(For more detail, see the guide: Leave Blackouts.)


Bulk Apply Holiday Leave

Apply holiday leave to multiple employees at once using the Bulk Apply Holiday Leave tool.

To bulk apply holiday leave:

  1. Go to Time & Attendance

  2. Select Leave

  3. Click Leave Requests

  4. Open Leave Tools

  5. Select Bulk Apply Holiday Leave

Apply holiday leave

  1. Select the holiday date

  2. Choose the leave type

  3. Click Submit


Allow employees to view other employees’ leave

To allow employees to view other employees' leave:

  1. Go to Settings > Permissions.

  2. Enable Allow staff to view the full leave calendar.

Employees will then see approved leave on the rota and calendar.

  • Visible: leave type.

  • Not visible: reason, pending, or declined requests.


View Leave Request History

Each request has a full audit trail of submissions, approvals, declines, and timestamps.

  • Go to the Leave request > Drop down menu > History:


Notifications

  • Once a day, Workforce.com emails managers/admins about new leave and unavailability requests.

  • Change preferences via Profile (top right) > My Notification Preferences.

  • Managers inactive for 1 month will not receive these emails.

(For more detail of managing notifications, see the guide: Manage Notification Settings.)


Leave Request Details Explained

  • Start Date → when leave begins

  • Duration → total length of leave

  • Hours → total hours requested

  • Leave Type → type of leave available

  • Current Balance → current entitlement

  • Projected Balance → entitlement if the request is approved

  • Created → date the request was submitted

  • Reason & Attachments → optional (e.g. medical certificate)

  • Team → allocates leave cost to a team (optional)

  • Daily Breakdown → details of hours/days applied

  • Events & Schedules → shows clashes with public holidays, events, or shifts

  • Decline & Notify → option to decline and give a reason


Unavailability requests

How it works

  • Staff submit unavailable days/times through the app or online.

  • Requests are pending until a manager approves or declines.

  • Approved unavailability shows on the rota.

Approve unavailability requests

  1. Go to Time & Attendance > Unavailability.

  2. Select Review.

  3. Choose Approve or Decline and Notify.

Unavailability details explained

  • Date → start date of unavailability

  • Repeats → whether it repeats

  • Frequency → cadence (e.g. weekly)

  • Requested → when it was submitted

  • Reason → required field

  • Status → pending, approved, or declined

  • Events → clashes with public holidays or rota events


FAQs

Why can’t a user request a certain leave type?

  • No balance assigned

  • Leave type not applied to that employee (through tags)

  • Leave type has “prevent leave requests” enabled

Who can approve leave?

Admins, General Managers, Payroll Officers, and Team Managers (restricted to their teams).


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