Leave Management

Balances are tracked in hours (8 hours = 1 day). Accrual policies accumulate hours at any of ten frequencies — from daily through annually, plus pay-period, hours-worked, and custom dates — and can vary the amount by tenure, role, location, or employment type. The balance view shows available today, planned upcoming, used, and accrued.

It depends on the rule. A hard coverage limit or a block-requests blackout stops the request outright, while a soft limit, an advance-notice shortfall, or a special-approval blackout routes the request to special approval so a manager can consciously sign off.

No — by design. A good decision needs the employee's available balance and any shift conflicts in view, and neither fits in an email, so the approval email opens the request's row on Team Requests, where both are shown. Managers decide there — one at a time or several at once — or on their phone. Which actions notify whom, and over which channels (in-app and phone push, and/or email), is configurable per action.

Yes. Admins can bulk import balances from a CSV file or a scheduled SFTP feed, export the same way, or adjust an individual employee's balance by hand.

Leave Management handles planned (and retroactively logged) time off — accruals, balances, leave types, requests, and approvals for PTO, sick, bereavement, and custom categories. Time & Attendance is a separate app that records actual clock-in/clock-out, breaks, and worked hours, and Timesheets rolls those punches into pay-period timesheets. They complement each other — approved leave frees the conflicting shift and company holidays are excluded from leave-hour math — but each is its own app you enable independently.

Approvals keep moving. A manager can delegate their leave approvals to a chosen colleague for a set date range — the delegate inherits authority only for that window and never over their own requests. When a manager is themselves on leave, the request is sent on to the next manager up via skip-level routing, and admins can configure a designated-approver group that approves business-wide. Who may decide is wider than who is asked: by default any manager of the employee's locations can approve (or only their own reporting line, if the company chooses), and admins can approve any request. There are no fixed multi-level sequential chains: routing is single-level with automatic skip-level rerouting and delegation.

Each accrual policy decides whether unused hours carry into the new year and an optional maximum-carryover cap; at year end, unused hours above the cap (or all of them, when carryover is off) are forfeited. Banked Time — the overtime bank — adds an optional grace period after year end, then forfeits or pays out the excess hours, as its policy chooses. Balance alerts warn employees and managers about approaching-max and year-end forfeiture risk before anything is lost.

Employees can ask it to check balances, preview a request's balance impact, submit, update, or cancel time off, check for team conflicts, and view upcoming holidays or the team leave calendar. Managers additionally get their approval queue, an approve/deny recommendation with coverage and risk flags, and can approve or deny a request — each write action shows a confirmation step before it commits. The assistant is enabled per business via a toggle.

HR can run accrued-leave financial-liability reports (the value of outstanding balances), carryover projections, and a collective-agreement compliance audit, plus per-employee leave bank-statement ledgers that export to CSV. These support finance close and audit work without leaving the app.