How to open a leave request for review#
For: Manager | Admin You’ll need: A leave request to review — usually one with status ‘Pending’ — from a person inside your data scope, and a role that may review leave, such as Manager, Admin, or Owner. You can’t review your own request unless your role covers the whole company, as Owner and Admin do.
You’ll open the review form, see the worker’s request as read-only fields, leave review notes, and find the action buttons that move the request through the workflow.
Open the review form#
In the sidebar, open Company → Time & leave → Leave requests.
Click the row of the request you want to review.
The page opens with the request locked as read-only fields: ‘Person’, ‘Leave type’, ‘Start date’, ‘End date’, ‘Hours requested’, ‘Current balance’ — which reads ‘Tracked per spell’, ‘Unlimited’, or ‘No policy configured’ on non-balance policies — ‘Status’, the person’s notes, and ‘Reviewed by’. Below them sits the ‘Review notes’ textarea.
The workflow buttons — ‘Approve’, ‘Decline’, ‘Revoke’, ‘Acknowledge’, ‘Change end date’ — sit in the top action row next to the back link. ‘Save’ and ‘Cancel’ sit at the bottom, joined by ‘Delete’ on ‘Pending’ and ‘Declined’ requests.
Tap More → Manager → Leave requests.
Tap the request you want to review.
The detail is titled with the person’s name and is read-only: ‘Employee’, ‘Leave type’, ‘Start’, ‘End’, ‘Status’, ‘Hours requested’, the worker’s ‘Notes’, and any ‘Review notes’ already left by a manager. The decision buttons sit at the bottom — only on a request you may decide on.
Read what’s available#
The action buttons are gated by the request’s current status, so you’ll only ever see what’s valid:
Status |
Buttons shown |
|---|---|
‘Pending’ |
‘Approve’, ‘Decline’, ‘Change end date’ — plus ‘Delete’ at the bottom |
‘Confirmed’ |
‘Revoke’, ‘Change end date’ |
‘Confirmed’ and flagged ‘Extended’ |
the above, plus ‘Acknowledge’ |
‘Declined’ |
no workflow buttons — ‘Save’, ‘Cancel’, and ‘Delete’ remain |
‘Revoked’ or ‘Withdrawn’ |
no workflow buttons — ‘Save’ and ‘Cancel’ remain |
Status |
Buttons shown |
|---|---|
‘Pending’ |
‘Approve’, ‘Decline’, ‘Change end date’ |
‘Confirmed’ |
‘Revoke’, ‘Change end date’ |
‘Confirmed’ and flagged |
the above, plus ‘Acknowledge extension’ |
‘Declined’, ‘Revoked’, or ‘Withdrawn’ |
(none — request is terminal) |
Deleting a request isn’t available on mobile — use the web app for that.
‘Change end date’ corrects the dates rather than deciding on them — see How to change an absence’s end date. ‘Acknowledge’ appears only on an absence the worker lengthened themselves — see How to acknowledge an extended absence.
Add review notes#
In the ‘Review notes’ textarea, enter context for your decision — coverage notes, conversations with the worker.
The field’s help text says it plainly: “Visible to the person.” What you write here is shown to the person on their request — write for their eyes. Notes are saved with the action when you click Approve, Decline, or Revoke.
There’s no notes field on the detail itself. Notes are collected at the moment you decide: tapping Approve or Decline opens a sheet with a ‘Notes (optional)’ box, and what you type there is submitted with the decision. Revoke takes no notes.
Notes already on the request show up as ‘Review notes’ on the detail — and to the person on their request.
Verify it worked#
When you click a workflow button, you’re redirected to the leave requests list and a success toast confirms the action. Open the request again and it carries its new status badge, with ‘Reviewed by’ stamped with your name.