In this article, you will learn how to submit, review, and manage time off requests in Workiz.

Whether a member of your team is taking vacation time, you’re out sick, or your entire company is out for a holiday, your calendar needs to reflect real-time availability. 

Workiz simplifies time off management, allowing team members to submit time off requests for review by authorized users on your account. Every interaction is securely logged in your Workiz Message Center, ensuring transparent record-keeping and making it easy for your team to stay organized and informed. 

Submitting time off requests

Your team members can easily create time off requests right from the Workiz mobile app or web app. Here, we will show you how team members can submit requests on mobile.  

1. From the mobile app, select the Schedule tab
2. Select the calendar icon > Time off
   
3. Create your time off request:
   
   
   1. Start/end date
   2.  Reason
   3. (Optional) Note
   4. Select Request time off

This request will automatically be sent to authorized users on your team for approval via the Message Center. They will be labeled “Pending” on the requester’s schedule until approved. 

Reviewing time off requests

Time off requests will automatically be sent to authorized users on your account for approval. 

1. From the top navigation bar, select the Message Center
2. Open the message containing the time off request
3. Review the request to approve or decline
   

After approving or declining the request, Workiz will automatically send a notification to the team member who made the request. Depending on their permissions, they may see the notification in the Message Center and/or as an SMS sent to their mobile device. 

Creating time off entries for other users

Authorized users will also have the ability to create time off entries on behalf of other members of your team. When authorized team members create time off entries, these entries will automatically bypass the approval process and be added onto the schedule. 

They can do this from the Workiz schedule on both web and mobile. Here, we’ll show you how to do it on the Workiz web app.

1. From the sidebar menu, select Schedule
2. Click and drag on the schedule canvas to specify the timeframe for the time off entry
3. Select Time off > Continue
   
4. Create your time off entry
   
   1. User
      

      Authorized users also have the ability of creating time off entries for all team members by selecting “Entire business” from the user dropdown menu when creating time off entries.

   2. Reason
   3. Start/end date
   4. (Optional) Note
   5. Select Add time off

Scheduling jobs with time-off visibility

Your team can view real-time availability when booking new jobs. Team members with time off that overlaps the job’s scheduled dates will display a “(Time off)” status next to their names.