Keeping track of your time-off requests plays an important role in effective planning, ensuring that your time off is properly managed.
Here’s how you can navigate and manage your time-off logs in Productive.
Viewing and Managing Current, Upcoming, and Past Time Off
Once you submit a time-off request, it will appear below your time-off calendar in the Current & Upcoming Time Off section, and once the date passes, the time-off request moves on to the Past time off section.
For ease of access, these two sections can be found in two places in Productive:
In your Time off tab: Accessed by clicking on your avatar in the upper-right corner.
You can view your time-off data in List and Calendar views for better organization, making it easier to keep track of your time off. Simply scroll down to the preferred layout.
In your Time-off request section: Accessed through Time > Book time off.
Approval Process
Pending Approval: If your time off requires approval, the request will be sent to approvers, and a "Pending" badge will appear next to the time-off request. Once approved, it will be marked accordingly.
Automatic Approval: If no approvers are set up, the time-off request will be automatically approved and the status will be "Submitted".
Managing Attachments
After requesting time off with an attached file, the attachments will be displayed in the Note column alongside your notes. You can edit requests with a pending status, including adding or removing attachments.
Cancelling Time-Off Requests
To cancel a time-off request (not realized yet):
Open the three-dot menu next to the request.
Select "Cancel request."
For removing past time-off requests:
Open the three-dot menu and select "Show in Resourcing."
Delete the booking from there, or contact your Admin for assistance.
Navigating to Time-Off Booking in Resourcing
Within the log, you can quickly access the time-off booking in Resourcing by clicking the three-dot menu next to the time-off request.
This allows for easy resource management and helps you check your time off and budget bookings in one click.
Learn more about time-off requests and how they are displayed in the Resourcing section here.
