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Request & approve leave

How employees request leave from time tracking, how approvers decide, how deputy rules take effect and how everyone checks their own leave balance.

Video-Vorschau: Personnel and HR – Leave management

Personnel and HR – Leave management

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Prerequisites

Leave runs in teamspace through request and approval — the employee submits a leave request from time tracking, the approver sees it in their notifications and decides. Deputy rules take effect automatically when the approver is away themselves. Which leave types exist, when leave expires and who is allowed to approve are set up once — see Set up leave.

Leave request detail manager: General section with employee Viktor Vertrieb, type Leave, From 15/06/2026 Full day, To 18/06/2026 Full day, period 4 days, remaining leave 19.5 days, comment, buttons Approve and Reject
The leave request: employee, type, From/To (each full day), the calculated period with remaining leave ("4 days, remaining leave 2026: 19.5 days") and the comment field – below it the Approve and Reject buttons.

Request leave

The employee goes to their time trackingOverview / My leave and sees their current leave balance. A click on Request leave opens the dialog with the following fields:

  • Employee* — pre-filled with themselves.
  • TypeLeave, Reduce overtime, and depending on the configuration also Special leave, Educational leave, Unpaid leave.
  • From — start, with a mode drop-down on the right (Full day, and half days if half days are enabled).
  • To — end, with the same mode drop-down.
  • Period — calculated by the system, e.g. 4 days, remaining leave 2026: 23.5 days.
  • Overtime — a display-only field for the Reduce overtime type: shows the current account balance.
  • Comment — free text.

The employee clicks Request leave (alternatively Save as draft or Cancel). The request goes to the responsible approver and appears in their own leave overview with the status Open (leave request).

Info: If a department is flagged with a minimum staffing level, the employee can see at the time of the request — and the manager before approval — whether too few colleagues would be present as a result.

Approve leave

The approver receives a notification. They click through and see the request with period, remaining allocation, type and comment. Below it, teamspace shows the resource schedule as a weekly CW grid — who else is on leave during the same period and who takes over the tasks.

Leave requests tab: at the top the request list with Viktor Vertrieb (15–18/06, 4 days, status Open) and Approve/Reject buttons, below the leave overview as a calendar grid with CW columns and a 5-day leave block
The "Leave requests" tab: at the top the request list (with status "Open" and the Approve/Reject buttons per row), below the leave overview as a calendar grid across the calendar weeks.

They click Approve or Reject. With Approve the status changes immediately, and the entry moves into the calendar and the capacity planning. Important: the leave account only decreases when the days are actually taken — not already at approval. For the employee, the request then shows in time tracking as approved.

Info: The leave overview in the Leave requests tab shows an employee calendar grid at the bottom with weekly CWs, status colour areas, half days (4h00 / -4h00) and public holiday markers. This lets you see at a glance who is on leave and when.

Understanding “Reduce overtime”

Reduce overtime is technically a leave request, but mechanically it is not leave: employees see the absence like normal leave, the leave account stays untouched, and instead the overtime account is reduced — and only when the days off are actually taken. More under Overtime account.

Check your own leave balance

In their time tracking → leave overview, the employee clicks the magnifying glass and sees the detailed calculation: the contract start date, the current entitlement, days already taken, remaining leave. Using arrows they switch into the past and future and filter by year. This also lets them see whether they have used up their previous year’s leave by the expiry date.

Common questions & needs

You want to …How to
Request leaveIn time tracking Request leave, type Leave, choose the period, Request leave.
Reduce overtime instead of taking leaveWhen requesting, choose the type Reduce overtime – the leave account stays untouched.
Check team coverage before approvingIn the request, look at the resource schedule (weekly CW grid).
Understand your current remaining leave preciselyIn the leave overview, click the magnifying glass – it shows the full calculation.
Request half daysIn the mode drop-down at From/To, choose the half day (if enabled, see Set up leave).