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Module: Holiday & Absence

Persona: Employee

Submit a holiday request

In this lesson, we will look at how you can use the StaffCircle platform to submit a holiday request within StaffCircle.

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 automatically load the ‘HOLIDAYS’ tab where you balance is displayed in the half-donut shape.

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

Time Off ➡️Holidays

Select the ➕ next to Holidays and skip to step three of this guide.

Step Two

Click the plus button in the right corner of the screen to start to process of submitting a new time off request request. This will open the NEW REQUEST pull out drawer.

Step Three

Update the date range in the ‘Select Date(s)’ field to specify which dates you wish to take as leave. If your leave is calculated in hours then the system will take this in to account.

If you are taking half of a day of leave then select either the MORNING or AFTERNOON buttons.

Absence requests can be backdated.

In the Overlaps section, the system will advise as to whether anyone else within your team has time off on these dates (including any pending requests).

Step Four

Add a note in the text box at the bottom of the form (some text may have already been pre-populated for you, but you can amend this if you wish).

Click the ‘Submit’ button at the bottom of the form to submit your request for approval. Your manager will receive a notification to approve this request.

Step Six

Your time off request will immediately reflect against your holiday allowance. Your pending request will display as an orange segment in the half-donut shape.

Your holiday request will remain in a ‘pending’ state until it has been approved by your line manager. You can check the status of your request by hovering over the initial icon in the row as shown below.

Once your holiday request has been approved, you will receive a notification and the icon next to your request will change to either approved or declined.