Leave
Leave (vacation planner)
Staff request vacation, sick leave, unpaid time, parental leave, or special leave. A manager or HR approves, depending on the type.
- Turn Leave on in the module store. People then see Leave under People. Request Leave appears in Quick Launch when the module is installed.
- Owners, admins, or HR open Leave forms (from Leave) and add named packages such as Full time (30 weekdays) or Part time (20). Staff are not given a free-typed number.
- On each person’s Team profile, pick their leave form from the dropdown. Changing the days on a form updates everyone who has that form.
- Open Leave, pick a type and dates. The form shows how many working days that range is before you submit. Vacation, sick, and unpaid go to the person in Reports to. Parental and special leave go to anyone with the HR extra role (and owners/admins).
- If someone has no manager, owners, admins, or HR can still decide the request. You cannot approve your own leave unless you are an owner or admin.
- Days are weekdays Monday to Friday. Owners, admins, or HR can pick a public-holiday calendar (country or German Land, South Africa, and a practical EU/UK set) at Leave → Public holidays. Weekday holidays are subtracted from the count. You can add or skip individual days. Remaining days are a planner balance, not a statutory entitlement.
- Overlapping pending or approved requests are blocked. Colleagues see approved dates; notes stay with the person, their manager, HR, and owners. Approved leave also appears on the company Calendar and blocks that person’s appointment booking slots if Appointments is on.
- If Staff cannot open Leave after you install it, tick Leave under Settings → Workspace → Role access for that role.