Taking time off is essential in maintaining a healthy work-life balance. Productive makes it simple to request and manage your time off, whether it's for a vacation, a half-day, or another reason. Here's a detailed guide to help you get through the process smoothly.
Step-by-Step Guide to Requesting Time Off
1) Accessing the Time Off Request
Go to the Time tab and select "Book time off"
Alternatively, you can select "Book time off" from the Time Off tab on your profile screen.
2) Selecting Dates and Category
In the time-off request calendar, choose the date range for your request.
Select the appropriate time-off category.
3) Adding Additional Information
You can add a note and upload one or more attachments if needed to provide additional relevant information about the time-off request.
4) Submitting the Request
Ensure all details are correct and select "Request X days" in the bottom right corner.
After requesting time off, the colors of the booked time off in your calendar will correspond to the color chosen to represent the time-off category in the Time off settings.
Tip: If you're unsure about which time-off category to choose, refer to the time-off category description ℹ️.
If descriptions are not available, make sure the account's admins add them in Settings > Time off for easier navigation.
5) Monitor the Request Status
After submitting your request, your Current and upcoming time off section located right below your time-off request calendar will show all your pending, approved, cancelled, and rejected time off.
Find out more about the time-off logs here.