LEAVE REQUESTS & PTO BALANCES

Time away.
Everyone on
the same page.

Give employees a clear way to ask for time off and managers the context to plan around it. Keep requests, decisions and balances connected as plans change.

Set up your team →See plans & pricing
A LITTLE TIME AWAY Illustrative example
THURSDAYDay off8 hours
FRIDAYDay off8 hours
Approved

Two days to recharge.

Leave type
Vacation
Requested time
16 hours
Recorded balance before approval
40 hours
Balance after approval
24 hours

Example uses an eight-hour full-day policy and a balance-tracked type. Approved future leave is deducted when approved.

A SHARED PROCESS

Less chasing.
A clearer handoff.

EMPLOYEE

Ask for the time you need.

Choose an available leave type and request full days or a partial day. Review your own requests and balances, edit a pending request or withdraw it if plans change.

MANAGER

Review with context.

Review dates, hours, balances and potential conflicts before deciding. A manager's own leave needs another manager's review.

TEAM

See availability, when enabled.

Management can let coworkers see approved unavailable times. The shared calendar shows names and times, keeping leave types, private notes and balances out of that view.

WHEN PLANS CHANGE

The current approval
stays clear.

An amendment or cancellation request should not leave everyone guessing which dates still apply. The approved leave remains effective until management approves the change.

Ask about your team's workflow →

Change approved leave

Submit an amendment. Managers compare the original and proposed request. Approval replaces the original and updates the associated balance and paid credits together.

While pendingOriginal leave remains approved

If the amendment is declined or withdrawn, the original stays in place.

Cancel approved leave

Request cancellation for manager review. Leave and its balance deduction remain in effect until cancellation is approved.

After approvalThe original deduction is reversed

A pending request can instead be withdrawn immediately. Withdraw a pending amendment before cancelling its original.

BALANCES YOU CAN EXPLAIN

A number with
a history behind it.

Start with recorded opening allowances. Keep manager adjustments, approved deductions and cancellation reversals in the balance history.

Pending hours are shown separately. They are not another deduction from the recorded balance.

An example balance history

Opening allowance
+40 hours
Approved vacation
−16 hours
Recorded balance
24 hours

Another 8-hour request is pending?
It appears separately as pending time. The recorded balance stays at 24 hours until that request is approved.

Illustrative ledger. Automatic accruals, carryover and balance caps are not included; managers maintain allowances and adjustments.

COMPANY SETTINGS

Make it fit
your office.

Authorized managers enable or disable leave requests and configure the options employees follow.

Leave types
Define paid and unpaid types and choose which track a balance. Retire a saved type while retaining its history.
Full-day rules
Set working weekdays, start time and hours per day. Full-day requests skip nonworking days; public holidays are not automatically excluded.
Team visibility
Choose whether coworkers can see approved unavailable times. Coworker visibility starts off.
Notifications
Configure company channels. Delivery respects recipient access and notification preferences; messages omit private notes and leave types.

LEAVE & PTO QUESTIONS

Know what happens next.

Can employees request just part of a day?

Yes. Partial-day requests use one date and explicit start and end times. They can be on any weekday, but cannot run overnight. Full-day requests follow the company's configured working days and hours.

Can leave be approved with a negative balance?

The system warns about a negative balance. Approval requires manager acknowledgement and an explanation. Configurable negative-balance limits are not currently included.

How are conflicts handled?

Overlapping pending requests, recorded work and negative balances produce warnings requiring acknowledgement and an explanation. Overlapping approved leave and duplicate manual paid-leave credits block approval until resolved.

Does paid leave become worked time or a payment?

No. Approved paid leave creates linked base-rate credits, separate from worked hours. Overtime treatment follows the applicable policy. Payroll includes each scheduled credit portion once its start is reached; approval does not pay the employee.

What if the dates fall in a locked period?

A request can still be made. Approving leave, an amendment or a cancellation requires authorized reopening of affected locks first. Pending leave and cancellation reviews can also prevent period closing.

What happens if management disables leave?

New requests and amendments stop. Existing reviews, cancellations, reports, balances and history remain available.

Who can adjust a manager's own balance?

Another manager must make that adjustment. This is separate from reviewing the manager's own leave request, which also requires another manager.

Where can managers review planned time away?

Use the leave workflow and leave report to review approved paid and unpaid leave. The planning report includes future approved leave. Calendar availability is a separate, minimal display; it does not expose private request details.