Skip to main content

How to approve or refuse leave requests

Why this matters​

Fast and accurate leave decisions improve schedule reliability and help prevent avoidable staffing conflicts.

Before you start​

Before approving or refusing a request, review:

  • the dates involved
  • staffing impact
  • existing coverage needs
  • any important operational context

Steps​

  1. Open the leave approval area.
  2. Review pending leave requests.
  3. Check the operational impact of each request.
  4. Approve or refuse the request.
  5. Confirm that planning data is updated accordingly.

Best practices​

  • Review leave requests regularly, not only when problems appear.
  • Consider staffing impact before approving high-risk dates.
  • Keep approval decisions clear and timely.

Troubleshooting​

A leave request should not be approved yet​

Keep it pending only if your process supports that, or review the missing information before deciding.

The schedule still shows conflicts after approval​

Check whether existing assignments, availability data, or uncovered shifts also need manual review.