Manage leave requests
Depending on your access privilege or manager role, you can approve, edit, delete, and add leave requests for your staff.
Leave request flow
The overall flow for requesting leave in Marco follows a simple process:
- Staff submits a leave request.
- Manager reviews the request.
- Staff is notified of the outcome.
View leave records
You can view the staff's leave records in the following tabs:
- People > Time > Time-off Records—view a single staff's leave records.
- Time—view all your assigned staff's leave records.
Approve leave requests
Who can use this feature: - Reporting Managers - Admin Managers - Time Managers
To approve a leave request:
- Go to People.
- Select a staff > Time > Time-off Records.
- Select the leave record to view any supporting documents or notes for the request.
Select Approve or Reject.
- Approve: A pop-up window appears.5. Select OK.
- Reject: The Rejection Notes screen appears.5. Enter the reason for the rejection and select Reject.
The staff will receive an email notification of the request outcome and can sign in to Marco to view the outcome as well.
Changes to approved leave
Occasionally, there may be changes to the leave request after approval. Since staff cannot edit or delete approved leave requests, they may approach you to make the changes instead.
Only the leave duration, start date, and end date can be modified. If other details need to be changed, you can delete the request and ask the staff to submit a new leave request. You can also add a new leave record on their behalf.
Edit leave requests
If changes need to be made, you can edit approved leave requests on your staff's behalf.
You can edit the leave duration, start date, and end date. The leave type, supporting documents, and notes cannot be edited.
To edit a leave request:
- Go to Time.
- Under the leave request, select ⋮ (three-dot icon) > Edit.The Edit leave record screen appears.
- Update the relevant details.
- Select Save Changes.
Delete leave requests
You can delete any leave request. If you delete a request, the action cannot be reversed. All deleted requests can be viewed in Deleted Items.
To delete a leave request:
- Go to Time.
- Under the leave request, select ⋮ (three-dot icon) > Remove.
Add leave records
You can add leave records on behalf of your staff. As a manager, all leave records added by you will be automatically approved.
To add a leave record:
- Go to People.
- Select a staff > Time > Time-off Records.
- Select Add New Record.The Add New Leave Record screen appears.
- Enter the following details for the leave request:
- Leave type
- Leave dates
- Select the leave duration (Full Day, Morning, Afternoon) for each applicable leave date.
- Upload any supporting documents for the leave request, if needed.
- In Notes, enter the reason for the leave request.
- Select Add Record.