Ask for time off and approve it

Add time off, whole or half days; in an organization it goes to your team lead or a Planner manager, who approves or declines it.

In short

Time off you add in your own workspace counts at once. In an organization it is a request: your team leads and the organization's Planner managers are told, and it counts in cycle capacity, free times and who's out only once one of them approves it.

Before you start

Ask for time off

  1. Open "Planner", open settings and choose "Time off".
  2. Choose the first and last day and the kind. For one day, choose "Whole day", "Morning only" or "Afternoon only"; for longer, switch on "Start at midday on the first day" or "End at midday on the last day" if you need to.
  3. Choose "Add time off". In an organization the row says "Waiting for approval" until someone decides it; a declined row shows the note they left.

Approve or decline

  1. Open the notice in your inbox, or Planner settings, "Time off".
  2. Under "Time off to decide", read who asks, for which days and why.
  3. Write a note if you like, then choose "Approve" or "Decline". The person is told at once.
  4. To turn a decision around, open "Decided lately" and choose "Approve instead" or "Decline instead".

If something goes wrong

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