Approve time off and maintain coverage

A colleague requests two days off next week. Before deciding, the manager needs to review existing shifts, on-call duties and service assignments.

Staff member: submit the request

1. Open Staff → Time off → Request time off.
2. Choose Type, From, To and Approval location. Check the Absence timezone. Both dates count, and requests cover whole days.
3. Add a Private note if needed and select Submit request. Check that it appears under My requests as Pending.

Manager: review commitments and decide

1. Open Requests to review and the request's approval action. You cannot approve your own request.
2. Review Impact on existing work: published shifts, on-call assignments and staffed services during the absence. Use Refresh if needed. If details are outside your visible scope, coordinate with the manager who can review them.
3. Decide how affected work will be covered. Use Approve time off or Decline time off, add a private decision note if appropriate, and confirm.
4. After approval, review the roster and arrange shift cover or change future assignments through Manage shifts. Review on-call duties and case service staffing separately. Approval records the absence; check each affected commitment to ensure coverage is arranged.

If the plans change

A pending request can be withdrawn. For approved time off, the staff member uses Request cancellation; the days remain approved until a manager selects Cancel approved leave. To change approved dates, cancel the original absence and submit a new request.

Review the roster and service assignments again after cancellation, since replacement arrangements may already exist. Time off records requests and decisions; it does not calculate remaining leave entitlement.

Finished when: the decision is recorded, the staff member can see it, and every affected commitment has suitable coverage.

Check the saved request and decision after a connection interruption before submitting again. Approval and cancellation do not themselves notify every affected service team or revise each case assignment; review those records separately.