Approve time off
For the office team
Engineers ask for time off in the engineer app. You decide in People → Time off.
Approve or decline a request
Section titled “Approve or decline a request”- Open People → Time off. The Requests tab shows what’s waiting.
- Check the dates. If the engineer has visits booked then, the row says how many.
- Select Approve, or Decline and give a reason if you want to. The engineer sees it.
The engineer gets a notification either way. Approved time off blocks the planner and goes on their timesheet. Requested time off shows faded on the planner, marked Requested, and doesn’t stop bookings until it’s approved.
Approving doesn’t move booked visits. Move them on the planner.
Record time off yourself
Section titled “Record time off yourself”Use this for sickness, or holiday agreed in person.
- Select Record time off.
- Choose the Engineer and Type: Holiday, Sick, Training or Other.
- Enter the First day and Last day.
- For half a day, choose Morning or Afternoon under How much of the day. Half days are for a single day.
- Save.
Recorded time off is approved straight away. You can also add it from the planner with Add leave.
To take back approved time off, select Cancel on the All time off tab.