Balances
At the top of the page you’ll see one card per time-bank type:| Type | Default use |
|---|---|
| Vacation | Planned time off |
| Sick | Illness, doctor appointments |
| Personal | Personal days off, at your org’s discretion |
| Comp | Time earned in lieu of overtime pay |
| Unpaid | Time off without pay |
- Current balance (in hours)
- Accrual per pay period
- YTD used
Requesting time off
Pick a type and enter hours
For a partial day, enter the number of hours. For full days, enter 8 (or your standard shift length) × number of days.
Mark unscheduled if applicable
Check This is an unscheduled absence if you’re calling out right now. Regular planned PTO leaves this unchecked.
After you submit
The request shows up in the Requests table at the bottom of the Time off page. Status starts atpending. You can Cancel a pending request any time.
When approved:
- Status flips to
approved - The hours deduct from your time-bank balance
- A message lands in your Inbox, and you get an email if SMTP is configured
Requesting PTO for a specific shift
If you already have a shift scheduled and want to convert it to PTO:- Go to My Schedule and click the shift.
- Click Request as PTO.
- The form pre-fills the date and hours. Pick a type, add a reason, submit.
Common questions
Do I get notified about the approval?
Do I get notified about the approval?
Yes — an in-app message in your Inbox, plus an email if your org has SMTP set up (see SMTP).
What if I don't have enough hours?
What if I don't have enough hours?
The app doesn’t block submission based on balance (some orgs allow negative balances or borrowing). Supervisors see the balance in Approvals and decide.
Can I edit a pending request?
Can I edit a pending request?
Not directly — cancel it and submit a new one.
What counts as 'unscheduled'?
What counts as 'unscheduled'?
Anything you didn’t request in advance — typical examples: calling out sick the morning of a shift, a family emergency. The flag lets your supervisor and reports distinguish scheduled vs. unscheduled absences for attendance tracking.