Time off management

Time off is managed in a dedicated center with an approval flow, and its financial impact flows through to every surface that reports on cost.

The Time-Off Center

A three-column management screen: requests on the left, a team calendar in the center, and balances on the right. Managers see their full team; members see their own requests and the team calendar.

Types and categories

Six default categories — vacation, sick leave, public holiday, personal, parental and unpaid — plus your own custom types defined in Settings. Each type carries a paid/unpaid flag and a flag for whether it reduces capacity on the calendar.

Approval flow

A person submits a request; a manager approves or declines it. Approved absences immediately reduce the person’s available hours on the calendar — the scheduling engine, the frozen weekly plan and the delivery scorecard all respect it. Notifications are sent at each stage.

Paid and unpaid

When an absence is marked as paid, the person’s locked rate is used to compute the cost. That cost appears on the Team page, in Analytics, in the financial report and in the Workload view’s paid-vs-unpaid breakdown. Unpaid time off appears as time away without financial impact.

Recurrence

Time off supports recurring rules — daily, weekly, monthly or yearly — with an optional end date. Useful for regular part-days, standing commitments, or annual leave patterns.

Team events

Organization-wide time off (public holidays, company days) can be set up as rules that apply to everyone, specific departments, specific skills, or named people. The audience is resolved at read time, so a person added to a department after the rule was created is automatically covered. Only managers can create team events; they are auto-approved and appear on every affected person’s calendar.

Where to go next

The time off cost feeds into the financial surfaces covered in the budgets guide. The calendar’s capacity adjustment is covered in the scheduling guide.