What it covers
The three tabs
The Time Off page has three tabs, and the tab is kept in the URL so you can share the view.Requests
Your own requests, in every status, with filters and row actions.
Timeline
A month calendar of who is away, plus company holidays.
Balance
A member-by-policy roster of accrued, used, pending and remaining. Approvers only.
How a request flows
1
Someone requests time off
They pick a policy and dates. TimeTracker works out how much that consumes
from their own schedule, skipping non-working days and company holidays.
2
Balance is held
The amount moves into pending. It is reserved, not spent, so a second
request cannot double-spend it.
3
An approver decides
On the Approvals page, a holder of
leave.approve approves or rejects it.
A policy set to not require approval skips this and lands approved straight
away.4
Balance settles
Approved moves the amount from pending to used, and remaining
drops. Rejected or withdrawn releases the hold and nothing is consumed.
Statuses
Allowed moves:
pending → approved, rejected or withdrawn. approved →
withdrawn. Rejected and withdrawn are the end of the line.
Example
Sarah Lin at Northwind Studio books a week off.1
She requests it
Policy
Annual leave (days), 21 to 25 July. Her Standard week schedule has
those five days as working days and there is no company holiday in the range,
so the request is 5 days.2
Her balance holds it
Sarah had 20 accrued, 4 used, so 16 remaining. The request adds
5 pending, leaving 11 available.
3
Priya approves it
On Approvals → Time Off, Priya Raman approves. Sarah is now 20 accrued,
9 used, 0 pending, 11 remaining.
4
Everyone can see it
The week appears on the Time Off timeline and on the Planner for anyone who
can see Sarah’s calendar.
Where time off shows up
Plan and app
Time Off is an app. Switch it on or off in Settings → Apps. It is on by default.
That split is the general rule: Free lets you record work, Pro lets you resolve
it. See /concepts/plans-and-features.
Turning the app off hides Time Off and stops new requests. Balances and past
requests are kept, and accrual pauses while it is off.
Permissions
Full detail at
/time-off/time-off-permissions.
Common questions
Does a weekend count against my balance?
Does a weekend count against my balance?
No. TimeTracker counts only days your schedule marks as working days, and
skips company holidays that apply to you.
Can leave be booked in hours instead of days?
Can leave be booked in hours instead of days?
Yes. Set the policy Unit to
Hours. Each counted day then consumes that
day’s expected hours from the schedule, not a flat 8.Does approved leave create time entries?
Does approved leave create time entries?
No. Time off is tracked separately from time entries. It appears on the
timeline and the Planner.
What happens to requests if we drop to Free?
What happens to requests if we drop to Free?
People keep requesting, and the requests keep queueing. Approving needs Pro,
so the queue waits. Nothing is lost, and the backlog clears the day you
upgrade.
Can a client-portal contact see who is away?
Can a client-portal contact see who is away?
No. Client contacts hold no leave capabilities and never see the Time Off
area.
Troubleshooting
Related guides
Request time off
Book days away.
Approve time off
Work the approval queue.
Leave policies
Set up the types of leave you offer.
Leave balances
Accrued, used, pending, remaining and available.
Company holidays
Days the whole workspace is off.
Time off permissions
Who can do what.