To book holidays on your staff's behalf, click ‘Request a Holiday’, which you'll find via the Services link on your menu. Using the dropdown menu, select which Employee this holiday request is for.

You can either submit the holiday as a pending request, which is the default setting and will require approval from a Manager, or choose to submit it as a pre-approved holiday without notifying the Manager.

There are many circumstances where you might prefer to pre-approve, for example, if you’re the only Manager or their Manager is away.

This feature is also helpful if you are transitioning to WorkSmarter and need to add holidays already approved outside of WorkSmarter.

Book an Employee's holiday

If submitting a pending request, set the dates the employee will be away, add any relevant comments, and submit it.

The request and comments will be sent to the Manager for approval. The decision will appear on the calendar, green for approved and red for declined, and the Employee notified by email.

If you’re pre-approving, set the dates, add any comments and submit. The employee will be notified as usual, and the holiday will appear as approved on the calendar immediately.

To amend or cancel this holiday

Click the relevant bar on the Holiday Calendar to see the details and access links to amend or cancel this holiday. The calendar is in the 'Calendars' section via the Services tab.

Any amendments will be emailed to you and/or the Manager for their response, with the usual email and calendar updates.

If you cancel the holiday, it will be removed immediately, and the employee will be notified by email. 

If an Employee submits a request to cancel their holiday, Managers will be notified for approval.