Managing Leave Requests

Leave requests record time away and the number of leave units requested. Agree whether your organisation uses days, hours or another unit, and use that same unit for both staff balances and requests.

Request leave

1. Open the Add Leave Request shortcut. If it is missing, select it under Account Details > Shortcuts and save your account.
2. Check the read-only Remaining balance.
3. Enter a title, start and end dates, start and end times, colour and the total Units requested. Add a description if needed.
4. Click Add Leave.

Enter the units yourself; do not assume PlanMan calculates working days, weekends or public holidays from the date range. The form checks the requested units against your remaining balance. A new request is pending, and the balance is deducted when it is first approved.

Review and approve requests

Users with Manage Leave Requests access can open Leave Requests in the navigation menu. Search the table and click a request's start or end date to open Request Details. Review the dates, times and units, select Approved and click Update Leave. The table distinguishes Pending and Approved requests.

There is no separate Declined status in this form. To remove an unwanted request, use Delete. For approved leave, review Reset Units? before confirming deletion: it controls whether the units are added back to the user's balance. Pending requests have not been deducted, so their reset option is disabled.

Maintain the balance

An administrator can change Leave Remaining under Setup > Users > [user], then save with Update User. Check this balance after changing an already approved request: changing its units or removing its approval does not automatically reverse and recalculate the original deduction.

Sickness is recorded separately. See Sick days for access and recording instructions.