Guided walkthrough
Tutorial 2: Request and approve leave
The team can request time off, and managers decide it with full coverage context.
Audience: Employee, manager, admin
Lesson 12 of 15
Apply for leave
What staff see when they request time off, and what you see when you approve it.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1As an employee, open Leave and submit a request — pick the dates, leave type, and add a short message.
- 2As a manager, open Leave and filter to requests awaiting review.
- 3Open Olivia M.'s request and review the duration, remaining balance, message, and any schedule conflicts.
- 4Approve or reject with a short decision note, assigning coverage if live shifts are affected.
- 5Confirm the balance and notification count update, and that the Schedule now reflects the approved leave.
Success criteria
You're done when…
The team can request time off, and managers decide it with full coverage context.