Managers can now view, search, filter, and act on all of their team's time off requests in one place on the HR Site, without leaving the page or asking for help.
Below is an overview of what's changed and how to use it.
What's new
✔️ See all pending and resolved requests in one place
✔️ See all pending and resolved requests in one place
A Time Off Request page is available under Time Management on the HR Site.
Pending tab — Search by team member, filter by location and policy, and approve or deny requests inline without opening each one individually.
Resolved tab — See a full history of past requests, with filters for status and reviewer, so you can confirm who approved or denied a request and when.
✔️ Create and approve requests on a team member's behalf
✔️ Create and approve requests on a team member's behalf
Select + Add new on the Time Off Request page to create a request for an employee and approve it in the same step.
This is helpful for logging time off that was requested outside the app, or for adding entries retroactively.
✔️ Balances update the moment a request is approved
✔️ Balances update the moment a request is approved
Approved requests update the employee's PTO balance right away (for paid policies), instead of waiting until the request's start date.
If an approved request is canceled before it has been sent to payroll, the balance is automatically reversed. Once a request has started or has been sent to payroll, it can no longer be canceled.
Note: Payroll notifications aren't affected by this change — payroll still receives time off data at the request's start date, the same as before. If you approve a request that has already started, it's sent to payroll right away.
✔️ Get email notifications for new time off requests
✔️ Get email notifications for new time off requests
Managers now receive an email the moment a new time off request is submitted, so pending approvals aren't missed and there's no need to check the app proactively. The email goes to every active staff member who has the Manage time off balances permission for the request's location.
The email summarizes the request inline — employee name, time off period (dates and total hours), reason, location, and policy name. For paid policies, it also shows the employee's current and projected balance — so you can decide at a glance.
A button in the email takes you straight to that request on the Time Off Request page, so approving or denying is quick.
Note: Requests that a manager creates on a team member's behalf are approved automatically and do not trigger an email notification.
FAQs
Does this change how workers submit time off requests?
Does this change how workers submit time off requests?
No. The worker experience for requesting time off is unchanged — this update only affects the manager view on the HR Site.
Do I need Payroll to use this page?
Do I need Payroll to use this page?
No. The Time Off Request page is part of Time Off. To use it, your account needs Time Off, and you need the Manage time off balances permission. If you don't see it, ask your Super Admin.
