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Time off

Request and manage your team's time offs and holidays.

Julia Chulman avatar
Written by Julia Chulman
Updated today

Track your team's attendance by creating different time off types and holidays they could request on their ends.

Overview

Use the Overview section to get a quick glance into your team's approved time offs.

The Time off section is divided into 3 areas:

  1. Sidebar: Choose between an overview of all approved time offs, the time off requests, types of time off policies, Timecards or Public holidays.

  2. Main pane: The option you select from the sidebar will be displayed here.

    • Requests: Get a list of all the team's requested (approved or rejected) time offs.

    • Team Timecards: Get clock in and out reports for your whole team, as well as the breaks they took and the extra hours they've worked, for the selected month.

    • Time off Policies: Create here types of time off your employees can request like holidays, sick leave, parental leave, etc.

    • Holidays: Import public holidays for your country, or add them manually and assign them to specific team members.

  3. Team: On the right side panel, there's the Team employee list. Click on an employee's name to visualize their time off analytics.

Overview calendar

Use the calendar view to check on all of your team's approved time offs, for the selected month.

Hover a request on the calendar to get further information such as: user that requested it, amount of days requested, date range and type of time off policy.

💡 Use the Date Selector to change the desired date of visualization.

Time off analytics per user

Need to check to which policies an employee was assigned to? How many time offs they have requested and how many they have left available? Use the Team Section to navigate through time off details for specific team members.

Simply click on a user to view their planned absences and manage schedules efficiently!

Use the employee overview section to visualize all their requested time offs, in a calendar view and to request a time off for them, if needed.

On the right side panel you'll see analytics such as assigned policies, amount of time off requested, amount of time off available as well as their pending requests.

Pending requests

Here you'll find a handy overview of all pending time off requests.

💡 Click on a request line to view the full request, or click on the 3 dots menu on each line to easily approve or reject it.

Team time off

The graphic will show you all approved time off requests. It will use different colours, for the different type of time offs requested.

Timecards

Scroll to the bottom of the Overview page to see, at a glance, how many Timecard approvals are pending request, how many were submitted and how many were approved.

💡You can use the "Go to Team timecards" shortcut to easily get to the Timecards page and visualize all your team's timecards for the selected month.

Enable Time off

Roles: Admin | Paid Feature

Install the add-on by following these steps:

  1. From the menu on the left, go to Manage.

  2. Click on Time off.

  3. Switch on the add-on to enable it natively in TrackingTime, or sync with BambooHR or Factorial.

⚠️ Only account administrators can turn on the Attendance add-on.

Request a Time off

Roles: All | Paid Feature

Submit a time off request to notify your admins and ask for their approval, when needed.

How to request a time off:

  1. Go to the Hours section.

  2. Click on + Add time off.

  3. Select a time off type/policy from the list.

  4. Select the cycle that should apply to your request.

  5. Choose start and end times for your request.

  6. Optional: Write a note describing your time off request.

  7. Optional: Add files to your time off request.

  8. Press Submit to save it.

⚠️ Requests from users with an admin role will be automatically approved!

💡Switch to the "View requests" view to see all your own requests and their data.

Review a time off request

Roles: Admin | Paid Feature

Admins will receive an email notification when a user with a Co-worker or Project Manager role requests time off. Admins will then be able to either approve or reject the requests, directly from the email notification they received or from the Requests section in Attendance.

This is how to review a time off:

  1. Use the filters in the top left corner of the screen to filter out requests by employee or time off policy.

  2. Filter requests by status with the "Status" filter, in the top right corner.

  3. Click on the time off request that is pending approval.

  4. Press Approve or Reject, depending on your choice.

⚠️ Only account administrators can review/approve time off requests.

💡If there's any pending requests, you'll see a notification in red, at the top corner of the Attendance screen. It will serve as a shortcut to the pending requests section.

Time off policies

Roles: Admin | Paid Feature

Create a list of types of time offs (using custom colors and icons) your team could choose from when requesting days, such as sick leave, parental leave or vacation.

This is how to add a new time off policy:

  1. Go to the Attendance section.

  2. Click on Time off policies.

  3. Click on the "+ Add policy" button.

  4. Enter a name, pick a color and an icon to easily locate the policy later.

  5. Optional: Write a note to describe the policy and explain when to use it.

  6. Mark the "Requires Approval" box to be able to approve or reject these requests.

  7. Optional: You can set this policy as "Paid time off".

  8. Allowance: The default setting "Unlimited" will imply an unlimited amount of days.

  9. Cycle start date: Select a start date for your policy's validity.

  10. Time unit: Choose the time unit that will be used to measure the policy. Options are Calendar Days, Working Days and Hours.

  11. Press Save.

📝 About time units:

  • "Working Days" refer to your work days, according to your Work Schedule.

  • "Calendar Days" refer to normal calendar days.

  • "Hours" means that only hours can be requested, and not full days.

An example:

If I request holidays for a Monday until Saturday (and my Work Schedule is Mon-Fri)

  • The setting "Working Days" will create a time off request of 5 days.

  • The setting "Calendar Days" will create a time off request of 6 days.

Analyze your team's time off

Roles: Admin | Paid Feature

Get detailed information on your employees' days off, using the Team time off graphics. You'll find it in the Overview section, of your Time off page.

The graphic will show you all approved time off requests. It will use different colours, for the different type of time offs requested.

You can switch to "Hourly Policies" to see all time off where hours were requested, instead of entire days off.

💡 Hover your mouse over a chart line to display more details.

Create a report of your employee's time off

Roles: Admin | Paid Feature

Export a CSV or XLSX file with all of your team's time offs requests. You will be able to filter out information by employee and type of policy, before exporting.

How to download a time off report:

  1. Go to the Attendance section.

  2. Click on Time off requests.

  3. Optional: filter by user or by time off policy.

  4. Click on Share and select the type of file you'd like to download.

Add Holidays

Roles: Admin | Paid Feature

Create a custom list of holidays that will be applied to your teams' schedule, or choose to import your national holidays automatically.

Import holidays

This is how to import a list of national holidays:

  1. Go to the Attendance section.

  2. Click on Public Holidays.

  3. Click on the "Import" button, in the top right corner of the screen.

  4. Select a country.

  5. Select a year.

  6. Choose the holidays you want to add by clicking on their checkboxes.

  7. Press Import to save the selection.

Add Holidays manually

How to add custom holidays:

  1. Go to the Attendance section.

  2. Click on Public Holidays.

  3. Click on the "+ Add Holiday" button, in the top right corner of the screen.

  4. Write the name of the holiday.

  5. Choose a date for this holiday.

  6. Optional: Write a note to describe your custom holiday.

  7. Press Save.

  8. Once saved, choose to assign the holiday to all users in the workspace or to selected users only.

⚠️ Archiving a holiday is currently not supported.

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