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Approving or Rejecting Leave Requests ​

When a leave request is submitted, it waits in a Pending state until a manager or admin reviews it. Approving a leave automatically updates the agent's schedule — they will appear as absent on the Day View and calendar for those dates.


Leave Management page — admin view showing pending leave requests ready for approval

Finding Pending Leave Requests ​

You can access pending requests from two places:

From the Dashboard:

  • The Upcoming Leaves card shows leave requests due in the next 7 days. Click any entry to open it.

From the Leave menu:

  1. Go to Leave Management in the sidebar.
  2. Use the status filter to select Pending.
  3. All open requests are listed, newest first.

📸 Screenshot: Leave Management page filtered to "Pending" status


Reviewing a Leave Request ​

Click on a leave request to see the full details:

  • Agent name
  • Leave type — Casual, Annual, or Sick
  • Date range — Start and end dates, and total days
  • Notes — Any reason or context the requester added
  • Current balance — Days used vs. entitlement for that leave type

📸 Screenshot: Leave request detail view showing agent, type, dates, and balance

Take a moment to check the agent's leave balance before approving, especially for annual leave, to make sure they have enough days remaining.


Approving a Leave ​

  1. Open the leave request.
  2. Click Approve.

📸 Screenshot: Leave request with the "Approve" button highlighted

What happens next:

  • The leave status changes to Approved.
  • The agent's scheduled shifts for those dates are automatically removed.
  • The agent appears as absent in the Day View, Monthly Calendar, and the Dashboard "Who's Out" card.
  • The agent's leave balance is updated to reflect the used days.

Immediate effect

The calendar updates right away — no need to refresh or manually edit the schedule.


Rejecting a Leave ​

If the dates don't work for coverage or the request needs to be declined for any reason:

  1. Open the leave request.
  2. Click Reject.
  3. (Optional) Add a note explaining the reason — this helps the agent understand and plan accordingly.
  4. Confirm the rejection.

📸 Screenshot: Reject confirmation with optional note field

The leave status changes to Rejected. The agent's schedule remains unchanged — their shifts for those dates stay in place.

Letting agents know

Manage Roster does not send automatic notifications. After rejecting a request, let the agent know directly (via Slack, email, or your usual channel) so they can plan their time off for different dates if needed.


Re-opening or Reversing a Decision ​

If you approved a leave by mistake or circumstances change:

  • To reverse an approval — Delete the leave record. The agent's schedule will be automatically restored for those dates.
  • To re-evaluate a rejection — Open the leave request and click Approve to change the status.

Handling Multiple Pending Requests ​

When several agents have submitted leave around the same time:

  1. Go to Leave Management and filter by Pending.
  2. Work through the list one by one — click each request to review and decide.
  3. Pay attention to overlapping date ranges: if multiple agents from the same team are requesting the same dates, check coverage on the Day View before approving all of them.

📸 Screenshot: Leave Management list with multiple pending requests, sorted by start date

Check coverage before bulk approving

Approving several overlapping leaves at once can leave a shift understaffed. Open the Day View for the dates in question to confirm you still have enough coverage before confirming each request.


Leave Status Summary ​

StatusMeaningSchedule Impact
PendingSubmitted, awaiting decisionNo change to schedule
ApprovedConfirmed — agent is offShifts removed for those dates
RejectedDeclinedNo change to schedule

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