Book time off for multiple employees

How to create time off request for more than one employee at the same time.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

If you are an admin or an employee's manager, you can request time off on behalf of an employee. If you have more than one employee taking the same time off on the same date(s) you can book time off for these employees simultaneously.

📎NOTE: You can only book time off for multiple employees if:

  • It is the same date(s)

  • They're on the same time off policy

Example

  • You have 10 employees all taking 30 June off work

  • 7 of them use Time off policy A and 3 use Time off policy B

  • You would book time off for 7 of the employees together, then book time off again for the 3 employees on the other time off policy

📌TIP: Want to book time off for multiple employees and have the requests automatically approved to save time?

View steps

  1. Go to the settings of the relevant time off policy.

  2. In the Workflow section select Automatically approve these requests.


    📎NOTE: If a team manager is a time off approver, they will still get a notification about the time off request occurring, but not to approve it.

  3. In the Conditions section, deselect Allow employees to request time off from this policy.



    This is to avoid other employees accidentally having their other time off requests automatically approved while you book other time off for them.

  4. Save the policy setting changes.

  5. Follow the steps below to book time off for multiple employees.

  6. When you're done the requests are automatically approved and you can return to the time off policy settings to undo the changes you made earlier.


  1. Select one of the employees that is taking time off.

  2. Select the relevant time off policy for the multiple employees.

  3. Fill out the rest of the details.

  4. Select Multiple employees.


  5. All employees that are assigned to the time off policy you selected will show. Select all the employees taking this time off, then click Next.


    📎NOTE: Remember to select the employee again that you initially selected in Step 1.

  6. You are then asked to confirm whether you want to request time off for these employees.

    When ready, click Submit.

All employees you selected now have this time off request submitted.


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