Leave Management - Flexible Resource Planning Documentation

Available in Workspace View, Scheduler context menu

Leave types Vacation, Sick, Personal, Unpaid, Custom

Workflow Request, Approve, Reject, Recall

Integration Scheduler capacity, workload indicators

Overview

The Leave Management module handles the entire leave lifecycle: submitting leave requests, manager approval, allocation tracking, and integration with the Resource Scheduler. Approved leave automatically adjusts capacity calculations and appears on the scheduler board. Access Leave Management from the Workspace View by clicking Leave in the app sidebar.

Integration with Scheduler When leave is approved, it immediately reflects on the Resource Scheduler. Capacity calculations, workload indicators, and conflict warnings all account for approved leave days automatically.

Leave management with Request Leave dialog showing leave type, approver, dates, and capacity options

My Leaves Dashboard

The My Leaves dashboard is your personal hub for all leave-related information. Open the app in Workspace View and click Leave > My Leaves in the left sidebar. It provides an at-a-glance view of your leave balance and complete history of leave requests.

The dashboard shows:

Allocated Days — Total days available per year (from your leave allocation scheme)
Used Days — Days consumed by approved leave requests
Remaining — Available balance
Leave History — All past and upcoming leave with status

My Leaves dashboard with leave request form showing type, approver, dates, and capacity

Tip Remaining days update in real time as leave requests are approved or recalled. The balance shown always reflects the current state of your approved and pending requests.

Requesting Leave

You can submit a leave request in just a few steps from the Workspace View or directly from the scheduler.

From the Workspace View

Navigate to Leave > My Leaves

Open the Workspace View and select the Leave section from the navigation, then click the My Leaves tab.

Click "Request Leave"

Click the Request Leave button in the top-right corner of the dashboard to open the request form.

Fill in the request details

Complete the form with the following fields:

Leave Type — Select from configured types (Vacation, Sick Leave, Personal Day, Unpaid Leave)
Approver — Defaults to your configured default approver
Date Range — Start and end dates
Day Mode — Full Day or Half Day

Submit the request

Review your details and click Submit. Your request will be sent to the designated approver and appear with a Pending status.

Leave request form with Leave Type, Approver, Date Range, Day Mode (Full/Half day), and Note fields

From the Scheduler

You can also submit a leave request directly from the Resource Scheduler. On the Resource Scheduler, click on an empty cell on the day you want leave for, then select Request Leave from the context menu. The date will be pre-filled based on the cell you clicked.

Quick Action Right-clicking a day cell on the scheduler and choosing "Request Leave" pre-fills the date range, saving you time when you already know the exact dates you need off.

Leave Types

The plugin comes with 4 default leave types. App Admins configure leave types in Workspace View > Settings > Leave. Each type has different rules for pay and allocation deduction.

Leave Type	Description	Pay	Deducts from Allocation
Vacation	Standard paid time off	100%	Yes
Sick Leave	Paid sick days	100%	Yes
Personal Day	Personal business	100%	Yes
Unpaid Leave	Time off without pay	0%	Configurable

Custom Leave Types

App Admins can create custom leave types beyond the defaults to match your organization's policies. Each custom type supports the following configuration options:

Name and Description — A label and explanation displayed in the leave type dropdown
Pay Percentage — 100% for fully paid, 0% for unpaid, or any value in between
Is Allocation Target — Whether this leave type deducts from the annual leave balance

Tip Common custom leave types include Parental Leave, Bereavement Leave, Jury Duty, and Study Leave. Each can have its own pay percentage and allocation rules.

Leave Settings showing Leave Types (Sick Leave, Vacation, Personal Day, Unpaid Leave) and Leave Approvers

Leave Statuses

Every leave request moves through a defined set of statuses. Understanding these statuses helps both requesters and approvers track where a request stands in the workflow.

Status	Badge	Description
Pending	Pending	Request submitted, awaiting approval from the assigned approver
Approved	Approved	Approved by manager; leave now appears on the scheduler and affects capacity
Rejected	Rejected	Denied by manager with a reason; no impact on allocation or scheduler
Recalling	Recalling	User has requested to recall a previously approved leave; awaiting manager decision
Recalled	Recalled	Recall approved; leave is cancelled and allocation days are restored
Unapproved	Unapproved	Recall request denied by the approver — the original approved leave remains in effect and days stay deducted from allocation

Recall Workflow If you need to cancel an already-approved leave, use the Recall action on your leave entry. This sends a recall request to the same approver. The leave remains on the scheduler until the recall is confirmed.

Tip If you submitted a leave request by mistake, check its status. If it's still Pending, you can cancel it before the approver acts. If it's already Approved, use the Recall action to request cancellation.

Approving Leave (Manager View)

Managers and designated approvers use the Approvals tab to review and act on leave requests assigned to them. Open the app in Workspace View and click Leave > Approvals in the left sidebar. For details on how leave approvers are assigned and the differences between leave and timesheet permissions, see Permissions & Access.

The Approvals tab shows:

All pending leave requests assigned to you
For each request: requester name, leave type, dates, and number of days
Approve or Reject with an optional comment
Revoke a previously approved leave if circumstances change

Leave Approvals tab showing pending requests with employee, type, dates, days, and Approve/Reject buttons

Important Rejecting a leave request requires providing a reason. This comment is visible to the requester so they understand why their request was denied and can resubmit with adjustments if needed.

Approval Actions Reference

Action	When to Use	Effect
Approve	Request is acceptable	Leave appears on scheduler; allocation deducted; capacity adjusted
Reject	Request cannot be granted	No scheduler impact; allocation unchanged; reason sent to requester
Revoke	Previously approved leave must be cancelled	Leave removed from scheduler; allocation days restored

Leave on the Scheduler

When leave is approved, it becomes visible on the Resource Scheduler and directly affects how capacity and workload are calculated for that user.

Visual Representation

Leave days appear as colored blocks on the scheduler, visually distinct from task cards
Each leave type has its own color for easy identification
Hovering over a leave block shows a tooltip with leave type, dates, and status

Resource Scheduler showing task bars and leave indicators alongside team member rows

Capacity Impact

Day Mode	Capacity Effect	Scheduling Behavior
Full-Day Leave	User capacity = 0 for that day	Attempting to schedule a task shows a conflict warning
Half-Day Leave	User capacity reduced by 50%	Tasks can be scheduled for the remaining half-day capacity

Conflict Warning If you attempt to schedule a task on a day where a user has full-day leave, the scheduler displays a conflict warning. You can still force-assign the task, but the workload indicator will show the user as over-allocated for that day.

Tip Before approving leave, check the Resource Scheduler to see if the team member has tasks scheduled on the requested dates. Approving leave on days with scheduled work will cause workload conflicts (shown as purple cells on the scheduler).

Leave Allocation

Allocation is the total number of leave days assigned to a user per year. Leave allocation defines how many days off each user receives per year. App Admins configure allocation rules in Workspace View > Settings > Leave, and App Admins can override these for specific users or teams.

Allocation Settings

Setting	Description	Example
Default Allocation	Base number of leave days per year for all users	20 days
Accumulation	Enable or disable carry-over of unused days to the next year	Enabled
Maximum Accumulated Days	Cap on total accumulated days (prevents unlimited rollover)	5 days max carry-over
Custom Schemes	Per-user or per-team allocation overrides	Senior engineers: 25 days

Tip Use custom allocation schemes to handle different entitlements across your organization. For example, managers might receive 25 days while new hires start with 15 days, and the scheme handles the transition automatically based on team or role assignment.

Leave Settings with leave types and approver assignments per user

Calendar View

The Calendar View provides a dedicated month-by-month view of all leave across the team. Open the app in Workspace View and click Leave > Calendar in the left sidebar. It is designed for HR managers and team leads who need to see team availability at a glance.

Features

Month view with colored dots for each leave type
Filter by team, user, or leave type to narrow the view
Holiday overlay — public holidays from the assigned holiday calendar are shown alongside leave
Click any day to see the full list of users on leave

Leave overview showing all leave entries with dates, types, statuses, and revoke actions

Getting Started Once your team starts using leave management, all leave requests, balances, and calendar overlays will populate automatically.

Example For instance, an HR manager might open the Calendar View, filter by the Engineering team, and notice that 3 engineers have overlapping vacation in the last week of December. She can use this information to plan sprint capacity accordingly and flag the overlap to the team lead.