Time Off and PTO

## Purpose and prerequisites

Request leave, view recorded balances, and review request status. Sign in to an active account for the correct organization. Available leave types and rules depend on company settings. A balance is information shown by the application, not a promise that a request will be approved or paid. Approval controls require authorized access.

## Employee: desktop web

1. Open `/dashboard/time-off` and select **Request Time Off**.
2. In **New Leave Request**, choose **Type of Leave**, **Start Date**, **End Date**, and **Hours Per Day**. Add **Reason (Optional)** if useful; avoid unnecessary sensitive details.
3. Review the dates and hours, then select **Submit Request**.
4. Open **My Requests**. Check each requested date and its status, then reload to confirm the records remain. Submission is a request, not approval.

The desktop form submits one request per eligible weekday and skips Saturday and Sunday. It can also skip blackout dates, dates lacking required advance notice, or dates affected by cooldown rules. A range can therefore be only partly submitted. Read any skipped-date messages and verify the individual records.

## Employee: mobile web

1. Open **Settings → Time Off** (`/mobile/time-off`).
2. Tap the **+** button, whose accessible label is **New time off request**.
3. Complete **Request Time Off**, choosing the leave policy, date range, hours, and optional reason, then submit the form.
4. Use **All**, **Pending**, **Approved**, or **Denied** to inspect your requests. A pending request has an **X** control labeled **Cancel request**.

Important platform difference: this mobile web form iterates all calendar days, including weekends, while the inspected desktop form skips weekends. Configured date restrictions may also differ between these forms. Confirm the intended dates with your manager and follow company rules.

## Manager or authorized approver

1. Open `/dashboard/time-off` and select **Team Approvals** if it is available for your account.
2. Review the employee, leave date, hours, reason, and any conflict information before deciding.
3. Select **Approve**, or select the denial control, optionally enter **Denial Reason (Optional)**, and select **Confirm Deny**.
4. Check the recorded decision after reloading. For multiple requests, review all selected records before using **Approve Selected** or **Deny Selected**.

On mobile web, authorized accounts may see **My Requests** and **Team (count)**. Team requests expose **Deny** and **Approve**. Approval controls require the appropriate account permissions; a manager title alone does not guarantee access. Do not infer authorization from a hidden or visible control alone.

## Troubleshooting

- **No weekdays found in the selected range:** the desktop range contains only weekend dates. Verify the company's weekend-leave process with your manager.
- **Blackout/advance notice/cooldown message:** check the specific dates and ask the manager about the configured policy.
- **Balance shows —:** mobile web has no loaded balance for that policy; this does not mean zero hours.
- **Success message but missing request:** Reload, inspect the records, and report the missing dates before resubmitting to avoid duplicates.
- **No approval tab:** ask an administrator to check your permitted role and organization scope.

## Native platform evidence

iOS and Android steps are unverified in this guide. Mobile web is not evidence of native app parity. Confirm native build versions, labels, weekend handling, and approval permissions before publishing native instructions.

## Knowledge check

1. Does submitting leave approve it? **Answer: No; inspect the recorded approval status.**
2. Does a desktop date range necessarily submit every day? **Answer: No; weekends and dates failing configured checks can be skipped.**
3. What should you do when the success message appears but no record survives reload? **Answer: Check the records and report the issue before creating duplicate requests.**