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Permissions","\u002Fsecurity\u002Froles-and-permissions","9.security\u002F6.roles-and-permissions","i-lucide-key-round",{"id":396,"title":118,"body":397,"description":837,"extension":838,"links":839,"meta":840,"navigation":841,"path":119,"seo":842,"stem":120,"__hash__":843},"docs\u002F2.leave-management\u002F2.requesting-leave.md",{"type":398,"value":399,"toc":825},"minimark",[400,404,409,412,530,541,557,561,564,608,612,626,629,670,673,676,679,700,703,707,710,765,773,777,792,796,819],[401,402,403],"p",{},"This page covers how an employee books time off — every field in the request form, the validation the server applies, and the special cases for half-days and custom hours.",[405,406,408],"h2",{"id":407},"the-request-form","The request form",[401,410,411],{},"Opening the booking modal presents the following fields.",[413,414,415,431],"table",{},[416,417,418],"thead",{},[419,420,421,425,428],"tr",{},[422,423,424],"th",{},"Field",[422,426,427],{},"Required",[422,429,430],{},"Description",[432,433,434,452,464,476,500,518],"tbody",{},[419,435,436,443,445],{},[437,438,439],"td",{},[440,441,442],"strong",{},"Leave type",[437,444,427],{},[437,446,447,448,451],{},"The category of leave. Only ",[440,449,450],{},"active"," leave types appear in the list.",[419,453,454,459,461],{},[437,455,456],{},[440,457,458],{},"Start date",[437,460,427],{},[437,462,463],{},"First day of the requested leave.",[419,465,466,471,473],{},[437,467,468],{},[440,469,470],{},"End date",[437,472,427],{},[437,474,475],{},"Last day of the requested leave. For a custom-hours single-day request this is forced to equal the start date.",[419,477,478,483,485],{},[437,479,480],{},[440,481,482],{},"Day portion (per end)",[437,484,427],{},[437,486,487,488,491,492,495,496,499],{},"How much of the start day and end day to take — ",[440,489,490],{},"Full day",", ",[440,493,494],{},"Morning"," (first half), or ",[440,497,498],{},"Afternoon"," (second half).",[419,501,502,507,510],{},[437,503,504],{},[440,505,506],{},"Custom hours",[437,508,509],{},"Optional",[437,511,512,513,517],{},"If the leave type allows hourly booking ",[514,515,516],"em",{},"and"," a work schedule exists for that day, you can pick exact start\u002Fend times in 15-minute increments (single day only, minimum 15 minutes).",[419,519,520,525,527],{},[437,521,522],{},[440,523,524],{},"Reason",[437,526,509],{},[437,528,529],{},"Free-text note explaining the request.",[531,532,535],"callout",{"color":533,"icon":534},"blue","i-lucide-info",[401,536,537,540],{},[440,538,539],{},"No attachment upload."," Even when a leave type is marked \"requires documentation,\" the booking flow does not accept file uploads. Supply any required documents through the channel your organization uses outside the request form.",[531,542,543],{"color":533,"icon":534},[401,544,545,548,549,552,553,556],{},[440,546,547],{},"Quarter-days."," Quarter-day portions exist in the data model but are ",[440,550,551],{},"not"," available in the form. To book less than half a day, use ",[440,554,555],{},"custom hours"," instead.",[405,558,560],{"id":559},"who-can-request-for-whom","Who can request for whom",[401,562,563],{},"Submitting a request on behalf of another person is restricted:",[413,565,566,576],{},[416,567,568],{},[419,569,570,573],{},[422,571,572],{},"Role",[422,574,575],{},"Can request for",[432,577,578,588,598],{},[419,579,580,585],{},[437,581,582],{},[440,583,584],{},"Employee",[437,586,587],{},"Only themselves.",[419,589,590,595],{},[437,591,592],{},[440,593,594],{},"Department Head",[437,596,597],{},"Themselves and members of their own department.",[419,599,600,605],{},[437,601,602],{},[440,603,604],{},"Administrator \u002F Executive",[437,606,607],{},"Anyone in the organization.",[405,609,611],{"id":610},"half-days","Half-days",[401,613,614,615,618,619,622,623,625],{},"Half-day booking is controlled by the leave type's ",[440,616,617],{},"allow half days"," setting (on by default). Morning counts as ",[440,620,621],{},"0.5"," and Afternoon counts as ",[440,624,621],{},".",[401,627,628],{},"Same-day portion combinations are restricted to keep the math coherent:",[413,630,631,641],{},[416,632,633],{},[419,634,635,638],{},[422,636,637],{},"Start portion",[422,639,640],{},"Allowed end portion(s)",[432,642,643,652,661],{},[419,644,645,649],{},[437,646,647],{},[440,648,490],{},[437,650,651],{},"End of day only",[419,653,654,658],{},[437,655,656],{},[440,657,494],{},[437,659,660],{},"Afternoon (0.5 total) or End of day (1.0 total)",[419,662,663,667],{},[437,664,665],{},[440,666,498],{},[437,668,669],{},"End of day (0.5 total)",[401,671,672],{},"For multi-day requests, a half-day at the start and\u002For end of the range each subtracts 0.5 from the total day count.",[405,674,506],{"id":675},"custom-hours",[401,677,678],{},"When a leave type allows hourly leave and a work schedule is defined for the chosen day, you can book an exact window:",[680,681,682,689,695],"ul",{},[683,684,685,688],"li",{},[440,686,687],{},"Single day only"," — the end date is locked to the start date.",[683,690,691,694],{},[440,692,693],{},"15-minute increments"," for both start and end time.",[683,696,697],{},[440,698,699],{},"Minimum duration of 15 minutes.",[401,701,702],{},"If no schedule exists for that date, custom hours can't be calculated and the request is blocked (see Troubleshooting below).",[405,704,706],{"id":705},"validation-rules-and-why","Validation rules (and why)",[401,708,709],{},"The server validates your request in this order. Understanding the order helps you read errors correctly — the first failing rule is the one reported.",[711,712,713,719,725,735,741,747,753,759],"ol",{},[683,714,715,718],{},[440,716,717],{},"Date order"," — the end date must not be before the start date.",[683,720,721,724],{},[440,722,723],{},"Minimum notice"," — if the leave type sets a minimum notice period and you book inside it, the request is blocked. This gives managers time to arrange coverage.",[683,726,727,730,731,734],{},[440,728,729],{},"Business-day count"," — the deducted day count uses organization business days (default Mon–Fri) and ",[440,732,733],{},"excludes public holidays"," (org holidays, the user's holiday country\u002Fregion, and per-user overrides). Skipped days appear in an info banner. You don't spend allowance on non-working days.",[683,736,737,740],{},[440,738,739],{},"All-non-working range"," — if your range contains zero working days, the request is blocked unless you're an administrator or executive.",[683,742,743,746],{},[440,744,745],{},"Per-request cap"," — a request can't exceed the leave type's maximum days per request, if one is set.",[683,748,749,752],{},[440,750,751],{},"Overlap"," — you can't overlap an existing PENDING or APPROVED leave. This prevents double-booking.",[683,754,755,758],{},[440,756,757],{},"Locked \u002F blackout dates"," — dates your organization has locked can't be booked unless you can override them (executives).",[683,760,761,764],{},[440,762,763],{},"Balance"," — you must have enough remaining balance in the relevant bucket for the requested days.",[401,766,767,768,772],{},"See ",[769,770,771],"a",{"href":139},"Troubleshooting"," for the exact error message, cause, and fix for each rule.",[405,774,776],{"id":775},"what-the-modal-footer-tells-you","What the modal footer tells you",[401,778,779,780,783,784,787,788,791],{},"Before you submit, the modal footer summarizes the cost of the request — for example ",[440,781,782],{},"\"Takes 3 days from annual leave allowance\""," — alongside a ",[440,785,786],{},"Paid"," or ",[440,789,790],{},"Unpaid"," pill reflecting the leave type. Use this to confirm the deduction before committing.",[405,793,795],{"id":794},"after-you-submit","After you submit",[680,797,798,805,816],{},[683,799,800,801,804],{},"If the request requires approval, it enters the queue as ",[440,802,803],{},"PENDING"," and the appropriate approvers are notified by email and in-app.",[683,806,807,808,812,813,625],{},"If it qualifies for ",[769,809,811],{"href":810},"\u002Fleave-management\u002Foverview#the-request-approval-lifecycle","auto-approval",", it's granted immediately as ",[440,814,815],{},"APPROVED",[683,817,818],{},"Either way the team calendar is updated to reflect the change.",[401,820,821,822,625],{},"To change or withdraw a request after submitting, see ",[769,823,824],{"href":134},"Editing and cancelling",{"title":826,"searchDepth":827,"depth":828,"links":829},"",1,2,[830,831,832,833,834,835,836],{"id":407,"depth":828,"text":408},{"id":559,"depth":828,"text":560},{"id":610,"depth":828,"text":611},{"id":675,"depth":828,"text":506},{"id":705,"depth":828,"text":706},{"id":775,"depth":828,"text":776},{"id":794,"depth":828,"text":795},"The leave request form explained field by field, including half-days, custom hours, validation rules, and who can request on whose behalf.","md",null,{},{"icon":121},{"title":118,"description":837},"Je7BO9i3PP577onrBLe7bb_WPIdnqIwIWmFl6mZvY0E",[845,847],{"title":113,"path":114,"stem":115,"description":846,"icon":116,"children":-1},"Core concepts behind leave in BookYourPTO — leave types, balances and buckets, the fiscal year, how business days are counted, and the request-to-approval lifecycle.",{"title":123,"path":124,"stem":125,"description":848,"icon":126,"children":-1},"How leave balances are calculated, the difference between automated carry-forward and manual carry-over, and where balances appear in the app.",1781157123336]