Time Off at a Glance
This single-page time-off guide shows employees where to check their balance, how to submit and monitor a request in Leave Management, and where to verify policy rules and relevant dates. Fictional allowance examples are clearly labeled and are not a substitute for current policy.
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Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.
Built for: Retail and frontline operations · Healthcare and community services · Manufacturing and distribution · Multi-location professional services
Overview
Time Off at a Glance is a single-page employee service guide for finding the right place to check a leave balance, request time off, and confirm applicable rules. Its opening section directs employees to Leave Management for balances, submissions, and request status, while explicitly stating that the page itself does not submit requests. A feature section shows fictional annual allowance examples for full-time office, full-time frontline, and part-time employees; the examples are clearly marked as illustrative rather than policy or a promise of eligibility.
The page then presents the request sequence: check the balance, enter dates and leave type, submit, and monitor the request in Leave Management. A connected Calendar section can surface relevant dates and blackout periods when a suitable tenant calendar source is configured. Supporting copy tells employees to check event scope because dates may apply only to a particular team or location, and to verify unclear cases against current guidance rather than assume approval. Policy links and the closing section point to the authoritative time-off policy and explain the page’s setup and review needs.
Use this template when employees need one quick starting point for the leave process and links to current policy and calendar information. Before publishing, replace or remove fictional examples, confirm policy scope and app access, connect and verify the calendar source, and assign an owner. Do not use the page as an approval tool, a record of an employee’s balance, or a substitute for the authoritative policy. It is not suitable for stating employee-specific eligibility or local rules that the organization has not confirmed.
Standards & compliance context
- Treat the Northstar allowance figures as fictional sample content and replace them with approved, scoped guidance or remove them before publication.
- Use the current authoritative policy for eligibility, accrual, carryover, approval rules, and location-specific requirements; this page is not a substitute for that policy.
- Do not present a calendar date as universally applicable unless the organization has confirmed its team and location scope.
- Check that employees can read the page and use its destinations with accessible headings, descriptive link labels, and keyboard navigation consistent with WCAG 2.1 AA.
General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.
What's inside this template
Check your balance and request time off
Start here to distinguish what the employee page explains from the balance and request actions completed in Leave Management.
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A quick guide for Northstar employees Use the Leave Management app to check your available balance and submit a time-off request. Your request, approval status, and recorded balance are handled in that app; this page does not submit requests. Allowance figures and dates on this page are fictional examples for Northstar, a sample multi-location employer. They are not Northstar policy. Your actual eligibility, allowance, balance, and applicable dates depend on current approved guidance and your employee record.
Example annual allowances
These fictional examples show why eligibility and amounts must be checked against an employee’s own record and the current policy.
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Illustrative figures only—not policy or a promise of eligibility Full-time office employees Fictional Northstar example: 20 paid vacation days per calendar year for an eligible full-time employee. Check your own balance and eligibility in Leave Management. Confirm accrual, carryover, and other rules in the current time-off policy. Full-time frontline employees Fictional Northstar example: 15 paid vacation days per calendar year for an eligible full-time employee. Schedules and eligibility can vary by role and location. Check your own balance in Leave Management and confirm applicable rules in the current policy. Part-time employees Fictional Northstar example: paid vacation eligibility and amounts depend on the employee's role and scheduled hours. Do not use the examples above to estimate your own balance. Check your employee record in Leave Management and consult the current policy if eligibility is unclear.
Request time off
Follow the in-app sequence to enter a request and check its status without assuming this page submits or approves it.
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Submit the request in Leave Management and follow its status there. Check your balance Open Leave Management and review the balance shown for the leave type and dates you are considering. Enter the dates Choose the dates and leave type in Leave Management. Check the details before submitting. Submit and monitor Submit the request in the app. Check its status there and follow any instructions shown if your manager requests a change.
Relevant dates and blackout periods
Review connected calendar events for confirmed dates and scope before deciding whether they apply to your role or location.
Check whether dates apply to your role and location
Use this guidance to avoid treating a team- or location-specific date as a universal rule.
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Blackout periods can affect approval Blackout periods can affect whether a request is approved, but a date listed for one team or location may not apply to every employee. Confirm the scope first Check the event details in the connected Calendar and confirm the scope with your team guidance and the current policy before making plans. If dates are unclear Do not assume a request is approved. Check the policy or ask your manager through your usual workplace process. About the Calendar data The Calendar section displays tenant data only when a suitable calendar source is connected; dates and locations must be confirmed by the organization.
Authoritative time-off guidance
Go to the published policy for eligibility, accrual, carryover, and approval rules.
What to do next
Use the right destination for the task, and make sure an owner reviews this page when its source guidance changes.
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For a balance check or leave request, open Leave Management . For eligibility, accrual, carryover, approval rules, and location-specific guidance, use the published time-off policy in Policy Hub when it is connected. Before publishing this sample, the organization should confirm the allowance examples, policy scope, request process, calendar dates, and employee access to Leave Management. Assign a page owner and review the page when the time-off policy, relevant calendar dates, or app process changes.
How to use this template
- Confirm the approved time-off policy, employee groups and locations in scope, Leave Management access, and the calendar source before editing the sample page.
- Replace or remove the fictional Northstar allowance examples and make any retained figures match approved guidance without implying that every employee qualifies.
- Configure the Calendar section with the appropriate tenant calendar source and verify that each displayed event has confirmed dates and a clear team or location scope.
- Check the policy link destination and the Leave Management instructions, then test them using an employee-accessible account before publishing.
- Publish the page where employees can find time-off services, and direct employees to monitor requests in Leave Management rather than treating the page as a submission or approval channel.
- Assign an owner to review the page when policy, calendar dates, eligibility guidance, or the Leave Management process changes.
Best practices
- Keep the Leave Management balance-check and request instructions near the top so employees can act before reading supporting details.
- Label every allowance figure as an example unless it has been verified as current, approved policy for the specific employee group.
- Separate the roles of the page, Leave Management, the connected Calendar, and the authoritative policy so employees know where to check each answer.
- Show the scope of each blackout-period event, including the relevant location or team, and avoid implying that a date applies to all employees.
- Test the policy and app destinations with an employee-accessible account before publishing and after access or navigation changes.
- Provide a clear route for employees to resolve unclear eligibility or event scope through the organization’s existing process.
- Review the page when the time-off policy, relevant dates, or request process changes, and remove expired guidance promptly.
What this template typically catches
Issues teams running this template most often surface in practice:
Common use cases
Frequently asked questions
Who is this time-off page for?
It is a service page for employees who need to check a leave balance, submit a time-off request, or find the applicable policy. The sample allowance figures describe fictional Northstar examples, not employee entitlements. Employees should rely on their own Leave Management record and the current approved policy.
How often should employees check the page and their balance?
Check the balance in Leave Management when planning dates and before submitting a request. Review the page whenever the time-off policy, relevant calendar dates, or request process changes. The organization should assign an owner to confirm that linked guidance and any connected calendar information remain current.
Who runs the request and who handles unclear eligibility?
Employees use Leave Management to enter and submit their own requests, then monitor request status there. This page does not submit requests or approve leave. For eligibility or policy questions, consult the published policy in Policy Hub when connected and use the usual workplace process to ask a manager if details remain unclear.
Do the example allowances establish a legal entitlement?
No. The annual allowance figures are fictional examples and are not policy, a promise of eligibility, or legal guidance. Actual entitlements and requirements depend on current approved policy, employee circumstances, and applicable local rules. The organization should have the authoritative policy reviewed through its normal legal and HR processes.
How should employees interpret a blackout period?
A listed date may apply only to a particular team or location, so employees should check the connected Calendar event details and confirm the scope in current guidance. A date on the page does not by itself mean a request is prohibited or approved. If applicability is unclear, verify before making plans.
What should the organization customize before publishing this template?
Confirm the employee-facing app name, policy destination, allowance examples, eligible groups, calendar source, and how employees can ask questions. Replace fictional Northstar content with approved, clearly scoped information, or remove examples that cannot be verified. Keep the distinction between guidance on this page and actions handled in Leave Management.
Does the calendar section work without a calendar connection?
The calendar section displays tenant data only when a suitable calendar source is connected. The template does not create calendar events or verify dates, locations, or applicability. Confirm the source and its contents before employees rely on the displayed events.
How is this better than sending time-off guidance ad hoc?
The page puts the balance-check and request steps together with policy and date guidance, giving employees a consistent place to start. It also makes clear which actions happen in Leave Management and which rules belong in the authoritative policy. A named owner and review trigger help reduce stale instructions, but the page still needs regular maintenance.
What is a practical rollout sequence?
First confirm policy scope, request steps, examples, and relevant dates with the responsible internal owners. Connect the appropriate calendar and policy destinations, then test that employees can reach Leave Management and Policy Hub. Publish the page in a recognizable employee service location and review it when the policy, dates, or app process changes.
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Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.