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How to submit leave on behalf of an employee

Use this guide to create a leave request for an employee from the Leave area.

Written by Sarah Murray

Before you start

  • Access is permissions-based. If you can’t submit leave for others, ask a Company Admin.
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Steps

  1. Open Leave
    Go to Leave from the main navigation.

2. Open Staff Leave
Select the Staff Leave tab.
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3. Choose the employee
Use the Employee filter dropdown to select who you’re submitting leave for.
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4. Start a request
Click Request Leave for Employee (green).
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4. Select leave type

Choose the Leave Type (e.g., Annual Leave, Sick Leave) → Next.

6. Pick dates
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On the calendar, select the start and end dates → Next.

7. Review & submit

On the summary screen, optionally set Status = Approved (if you have authority), then click Submit (green).

Tips

  • Check the employee’s balance/policy before approving to avoid negative balances.
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  • For multi-day requests, confirm working patterns (e.g., part-time days) are correct.
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  • If your workflow requires manager approval, leave the request in Pending instead of setting to Approved.
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Troubleshooting

  • Request Leave for Employee is greyed out: Ensure you have selected an employee from the drop down menu.
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  • Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.

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