If you wish to establish an internal time-off approval process in Productive, you can designate one or multiple individuals responsible for approving time-off requests.
Setting Everything Up Beforehand
Here's what you need to have ready before designating time-off approvers:
1) Define all necessary time-off categories in your Settings > Time off.
2) Assign the appropriate time-off allocations to each team member (navigate to their profiles, open the Time off tab, and add the corresponding allocations through the "+ Add new allocation" option).
3) Enable the "Time approval" option in Settings > Time off.
Activating this toggle allows you to designate time-off approvers for selected time-off categories and requesters of your choice. Learn more about adding approvers below!
4) Enable requesting time off through the Time > Book time off tab.
When this toggle is enabled (enabled by default), users can request time off directly through their Time tab.
If you prefer your team to use a different tool for booking time off or through an HR integration, you can disable it.
When disabled, the "Book time off" option will not be visible in their Time tab, although time-off bookings can still be made in Resourcing.
Designating Time-Off Approvers
Once you’ve assigned all the necessary time-off allocations to an individual, click the Approver icon to designate one or more time-off approvers.
If multiple approvers are assigned, all must approve a request for it to be accepted. Note that all admins can approve requests on behalf of other approvers!
You can also include additional subscribers to the time-off request to keep certain individuals informed once the time-off is approved.
Once you’ve assigned approvers for one allocation, select Save. After saving, a popup window will appear allowing you to assign the same approvers to other allocations as well.
Tip: If you ever need to check who is set as an approver for a certain time-off allocation, and who will be notified, hover over the approver icon.
Time-Off Approval Policies
To simplify time-off management, you can use Time-Off Approval Policies to define rules and specify approvers and subscribers for requests.
If you're interested in setting up these policies, check out our Time-Off Approval Policies guide.
Approval Process
Employees submitting time-off requests can easily see whether approval is required before finalizing their submission.
Once submitted, the time-off approval request will appear in the approvers' Approval inbox. From there, they can approve or deny the request, review the attachments added, as well as view the booking in Resourcing and if needed, edit the request.
After the approval, the time-off booking will immediately appear in Resourcing. If any scheduling conflicts arise, the approver will be notified and given options to proceed.
All approved, pending, and rejected time-off requests will be visible in the person's time-off logs for review and management purposes.
Find out more about requesting time off here.
