Video guide · People and time off

How leave requests and approvals work in TracefyHR

Leave keeps every request, approval and balance in one place. In this short video an employee asks for time off and sees their balance before sending, then a manager approves or rejects it from one list and the balance updates on its own.

  • 1:11 long
  • For managers and HR
  • English captions and transcript

What you'll learn

  • How employees request time off and check their balance before they send
  • Where managers and HR find every pending request in one list
  • How to approve in one click, or reject with a reason
  • What the Summary tab shows, and how to export leave requests to Excel
  • How to set your own leave types and yearly allowances

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Managing leave requests

The same task in the user guide, step by step with screenshots.

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Transcript

The full narration of the video. Select a time to jump to that moment.

0:00What Leave does

0:01Leave requests buried in the group chat? Balances in a spreadsheet nobody trusts?

0:07Leave keeps every request, approval and balance in one place.

0:12Request time off

0:14Your team asks for time off in a few clicks. They see their balance before they send.

0:22Approve or reject a request

0:23You get every pending request in one list.

0:26Hannah needs a week off? Check her dates, then approve in one click.

0:31She's notified, and her balance updates on its own.

0:37Need to say no? Add a reason, so there's no back and forth.

0:43Summary, export and leave types

0:44The summary shows who took what, and you can export every request to Excel.

0:50You set your own leave types and yearly allowances, like annual, sick or emergency leave.

0:58No more chasing approvals or fixing balances by hand. You always know who's out.

1:05Open Team requests to see what's waiting for you.

Common questions

How does an employee request leave in TracefyHR?

From the Leave page they open the time off form, pick their dates on a calendar and send the request. The form shows their leave balance before they submit, so they know where they stand.

What happens when a manager approves a leave request?

Approving takes one click in the Team requests list. The employee is notified in the app, by push notification and by email, and their leave balance updates automatically.

Can a manager reject a leave request?

Yes. A pending request can be rejected, and TracefyHR asks for a reason before it goes through, so every rejection comes with an explanation.

Which TracefyHR plans include leave management?

Every plan. Starter is $20 a month for up to 50 employees, and each plan starts with a 30-day free trial with no credit card required.

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