Ask for and approve time off

Time off is asked for and answered in the app. An approved day blocks the schedule, so nobody is put on a shift that day.

Steps: ask for time off

1. Open Team & Time, Schedule and pick the Time off tab.
2. Under My time off, press Ask for time off.
3. Pick the Kind, the First day off and the Last day off.
4. For a part day, type the Hours. Left empty, each working day counts as a whole day; weekend days count nothing.
5. Add a Reason if you like, and press Send request.

Steps: answer a request

1. Open Team & Time, Schedule, Time off.
2. Under Waiting for an answer, read the request and how much the person has left.
3. Press Approve or Decline. When you decline, say why: the person sees it.

Steps: set up paid time off

1. On the Time off tab, under Policies, press Add a policy.
2. Name it, then say how it is earned: A set number of hours each year or By the hours worked.
3. Set the hours a year, how much carries over, and what a late hire gets.
4. Put each person on a policy from the Time off tab of their record, or press Put everybody on theirs to do it by employment type.

Good to know

• My paid time left shows what your policy gives, less the time off already approved.
• Adjust a balance on a person's record adds or takes hours by hand, for an opening balance or a correction.
• Blackout dates, on the Schedule's Setup tab, are days time off cannot be asked for, or only by so many people. Sick leave is never blocked.
• Everyone's balances shows paid time left by person. December 31 shows what is left to pay out at the end of the year.
• Nobody answers their own request, whatever their role says. Answering needs the Approve time off and punches switch on the role.
• In a state with a sick leave law, each person's sick policy is checked against it. See State wage and hour rules.

If something goes wrong

• "You are not on a paid time off policy yet." Ask HR to put you on one.
• The request is refused for the dates. They are blackout dates, or the most people allowed off that day are already off.