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Module: Holiday & Absence

Persona: Manager

Update an employee’s holiday/absence request

In this lesson, you can amend an employee’s absence request. This is particularly useful in instances where the employee is away from the business due to sickness, and this period of time has been extended since the original request was submitted.

Step One

Navigate to the Time Off area using the side-bar navigation on the left-hand side of your screen. This is usually displayed as a a person laying in a bed. This page will load your personal holiday entitlement.

Then click on the MANAGE button in the top right-hand corner of the screen to access the Managerial functions of the Time Off area.

If you are using our new menu feature, hover over the Time Off section of the side-bar, then navigate to:

Manage➡️Requests

Select the Requests title and skip to step two of this guide.

Step Two

This is the Time Off Management area of the platform, which will display a list of all absences pertaining to the employees that you manage – including any holiday and other absence requests (sickness etc.).

Step Three

Find the absence in the list, then click on the arrow button underneath the ACTION heading to open the TIME OFF pull-out drawer to the right-hand side of the screen.

Alternatively, click on the Type of request to navigate to the absence Details page, then select the MANAGE button (see below).

Step Four

In the TIME OFF pull-out drawer, you will be able to see the details of the absence request. Click the dates or the calendar icon under the Select date(s)* section of the form to update the date range of the request.

The system will take in to account any typical working hours/days and any non-working days (i.e bank holidays). So if a bank holiday date (or a weekend date) has been included in the request then this will not impact the employee’s holiday allowance.

Step Five

Once the relevant fields within the form have been updated, click the AMEND button at the bottom of the drawer.

If the amended request type is a holiday, it will automatically update their holiday allowance.