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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.

Sarah Murray avatar
Written by Sarah Murray
Updated today

Before you start

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

Steps

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

2. Open Staff Leave
Select the Staff Leave tab.

3. Choose the employee
Use the Employee filter dropdown to select who you’re submitting leave for.

4. Start a request
Click Request Leave for Employee (green).

4. Select leave type

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

6. Pick dates

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.

  • For multi-day requests, confirm working patterns (e.g., part-time days) are correct.

  • If your workflow requires manager approval, leave the request in Pending instead of setting to Approved.

Troubleshooting

  • Request Leave for Employee is greyed out: Ensure you have selected an employee from the drop down menu.

  • Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.

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