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.