Managing time-off requests effectively ensures that your team’s availability is accurately reflected in Resourcing.
Here's how time-off requests are integrated into Resourcing in Productive.
Automatic Approval and Visibility
No Approvers Set: If there are no time-off approvers configured, meaning the time-off booking/request is automatically approved, it will immediately be visible in Resourcing.
Approval Process and Resourcing
With Time-Off Approval Enabled: If you’ve enabled time-off approval, any requested time off will be displayed in the People and Time off Resourcing sections.
Note that to view time off in the Projects section, you need to turn on the "Show absences" toggle.
Pending Status: While the time-off request is pending approval, the booking will stay in the request stage and won’t impact the person’s availability until it’s approved.
Transition to Confirmed Booking
Post-Approval: Once the time off is approved, the request transitions into a confirmed time-off booking in Resourcing. Consequently, your availability is adjusted accordingly.
