Process vacation, sick, and PTO requests.

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Time-Off Types

Type	Description	Advance Notice
Vacation	Planned time off	Usually 2+ weeks
Sick	Illness or medical	Same day
PTO	General paid time off	Varies
Personal	Personal matters	1+ week
Bereavement	Family loss	Same day
Jury Duty	Court requirement	When notified

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Viewing Requests

Dashboard Widget

Dashboard shows:

• Pending time-off count
• Click to view all

Request List

1. Go to Team → Time Off
2. View all requests
3. Filter by status, type, date

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Request Information

Each request shows:

Field	Description
Employee	Who requested
Type	Vacation, Sick, etc.
Date(s)	When they need off
Reason	Optional explanation
Submitted	When they asked
Appointments	Scheduled appointments affected

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Processing Requests

Step 1: Review Details

1. Click on request
2. See all information
3. Check affected appointments

Step 2: Check Coverage

System shows:

• Number of appointments affected
• Other staff available
• Open shifts created

Step 3: Decide

Action	When
Approve	Time off granted
Deny	Cannot accommodate
Request More Info	Need clarification

Step 4: Handle Appointments

If approved:

1. System shows affected appointments
2. Choose for each:
   • Reassign to specific staff
   • Mark as unassigned
   • Cancel appointment
3. Confirm changes

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Approving Time Off

Simple Approval

When no appointment conflicts:

1. Review request
2. Click Approve
3. Staff notified

With Appointments

When appointments exist:

1. Click Approve
2. System shows conflicts
3. For each appointment:
   • Select replacement staff, OR
   • Mark unassigned, OR
   • Cancel
4. Confirm

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Denying Time Off

When to Deny

• Insufficient notice
• Coverage unavailable
• Blackout period (high demand)
• Policy violation

How to Deny

1. Click Deny
2. Add reason (required)
3. Staff receives notification

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Sick Time

Same-Day Requests

Sick requests often come day-of:

1. Review immediately
2. Focus on finding coverage
3. Approve after handling appointments

Multiple Days

If illness extends:

1. Staff updates request
2. Handle additional days
3. Track total sick time used

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Calendar View

See time off on schedule:

1. Go to Schedule
2. Time off appears as:
   • Grayed out for that staff
   • "PTO" or "Vacation" label
3. Helps when scheduling

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Tracking Balances

If you track PTO/vacation balances:

View Balance

1. Go to team member profile
2. Click Time Off tab
3. See:
   • Available days
   • Used days
   • Pending requests

Update Balance

1. Click Adjust Balance
2. Add or subtract days
3. Note reason
4. Save

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Policies

Setting Time-Off Policies

1. Go to Settings → Team & Compliance
2. Configure:
   • Minimum notice days
   • Blackout dates
   • Maximum consecutive days
   • Approval requirements

Blackout Periods

Block time-off during busy times:

1. Add blackout dates
2. System warns when requested
3. Requires admin override

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Reports

Time-Off Report

1. Go to Reports → Time Off
2. See:
   • Requests by type
   • Days used per employee
   • Approval/denial rates
3. Export for records

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Tips

• Process quickly — Staff needs to know
• Plan coverage — Before approving
• Track patterns — Frequent sick days
• Be consistent — Same rules for everyone

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Related Articles

• Handling Schedule Change Requests
• Unassigned Appointments — Fill gaps
• Managing Working Hours