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For employees and managers

Leave requests.
Dates and decisions.

Prepare a clear request for time off and give the reviewer the information needed to plan the work around it.

Start with sample details. Check your storage and team access before using live documents.

Add the leave details

Open Create and choose Leave request. Fill in the employee, department, leave type, first day, last day and handover plan.

Example: time off with a handover plan

An employee requests three days of annual leave. They name a colleague covering open tasks and describe where to find the work. The manager checks coverage and the organization’s HR records before deciding.

  • Leave type: Annual leave
  • Dates: Enter the first and last day
  • Handover: List open tasks and the colleague covering them

Review, revise and keep the decision

Check the document preview and request the manager’s review. It appears in their Inbox when the review is ready. They can approve, reject or request changes. Follow its status in Documents and keep the recorded decision with the dates and handover plan.

Check entitlement in your HR records

Use your organization’s HR records to confirm leave balances, eligibility and policy. This workspace organizes the request and its decision; balances and payroll remain part of your HR process.

Try a sample leave request.

Create a workspace and try a private draft with sample information before using the process with your team.

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