Approving leave

When staff members submit leave on WhosOffice, the request is sent off to the assigned Approver(s). Depending on how the leave type is setup, will dictate what level of approval is needed (see Leave Types).

There are two ways to get to a pending leave request in the system, 1. Clicking on the pending request from the Dashboard under "Tasks / Notifications"  or 2. Going into the Pending Leave area. Please see below on how to approve leave.

1. Dashboard Tasks / Notifications

  • From the Dashboard under the heading Tasks / Notifications
  • Find and click on the required pending leave request
  • Then on the left click Process and choose the required Outcome using the "Outcome" drop-down and click Process.

2. Pending leave area

  • From the leave menu click Pending Leave
  • Using the search filters on the left, find the required pending request.
  • Then in line with that request on the right click View
  • You then have the option to view a team calendar for this staff member (allowing you to view any potential clashes)
  • On the left click Process and choose the required Outcome using the "Outcome" drop-down and click Process

An Email will then be sent out to both the Staff Member and Approver on the decision given for that request*.

*If the leave type is set to require further approval than just one approver, you will be notified on the email that it has been sent for further approval.


Title: Approving leave
Category: Leave
Posted: Friday, 01st May 2015
By: Callum Ellis
Direct link: http://www.whosoffice.com/support/knowledgebase/approving-leave


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