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Managing Time Off Requests (Admin/Manager Guide)

Approve or reject requests, enter time off for your team, and see time off alongside regular hours on the Approvals page

Applies to: Workforce · Premium · LawBillity

When someone requests time off, you're notified and the request waits as Pending. Approve or reject it from the Time Off list, or approve it along with their regular hours on the Approvals page. You can also enter time off for someone else.

Reviewing Requests on the Time Off Page

Go to Entries > Time Off. With All selected you see every request from the users you manage, with its status and who acted on it. Tick Show Canceled Requests to include withdrawn ones, and use Date range or Find to narrow the list.

Time Off Request List

The Time Off list with pending and approved requests.

Approving or Rejecting

For one request, hover over its row, click the menu at the right end, then Approve Entry (or Submit Entry if your firm submits before approving). For several at once, tick their checkboxes and use the Submit, Approve, and Reject buttons below the list.

Time Off Row Menu

The row menu on a pending request. The row above is approved, with the approver shown in Action Taken.

Time Off Bulk Actions

The Submit, Approve, and Reject buttons below the list, with the status rules.

Current status
Can become
Pending
Submitted or Approved
Submitted
Approved or Rejected
Approved
Rejected
Rejected
Submitted or Approved
Canceled
Only the user who created it can update it

Once approved, the status turns green and Action Taken records the date and your name. Rejected hours go straight back to the user's balance. The user is notified in the web app, by email, or both, depending on your firm's notification settings.

Approving Time Off with Regular Hours

On Entries > Approvals, each user's week is split into Regular, Paid Time Off, and Unpaid Time Off bars. Orange is pending, green is approved. Approve All for a user approves everything pending in the period, time off included. Paid Time Off counts in the user's totals; Unpaid Time Off doesn't.

Approvals Page with Time Off

The Approvals page showing time off alongside regular hours.

Entering Time Off for Someone Else

If someone is already out, or you're entering a firm-wide holiday, create the request for them:

  1. Click Add Time Off.
  2. Tick the users it applies to, or Select all users for a firm-wide day, and click Next.
  3. Fill in the code, dates, hours, and description as a user would, then click Save.

Select Users for Time Off

Step 1 for admins and managers: choose who the time off is for.

Note: Entering time off for someone still checks their balance. If the code tracks accruals and they don't have enough hours, the form blocks the save unless negative balances are allowed for that code.

Tips

  • The Balances tab shows what each user has left and the full history. See Managing Time Off Balances.
  • Going away? Set a delegate so someone else can approve while you're out. Delegates are on the Delegates tab in Admin > Manage Users. You can both be notified when a delegate is set (Admin > Settings > Notifications > Timesheets).
  • Managers only see requests from users they have access to.

Next Steps

To choose who's notified when a request is submitted, approved, or rejected, go to Admin > Settings > Notifications. See Configuring Firm Notifications.