DocsLeave & Time Off

Leave & Time Off

Check your remaining leave balance, request holidays or sick days, and track the status of your requests.

The Leave section is where you request time off work — holidays, sick days, or unpaid leave — and check how many days you have left for the year.

This section is for: All staff — Employees, Managers, and Admins


The Leave Process — How It Works

You submit       Your manager       Decision sent    Calendar
a request   →    reviews it    →    to you by    →  updated
                                    WorkRoster
               (1–2 working days)

Once approved, your leave days are deducted from your balance automatically.


Part 1 — Checking Your Leave Balance

Before requesting time off, it is a good idea to check how many days you have left.

How to Check Your Balance

  1. Click Leave in the left-hand sidebar
  2. Look at the summary cards at the top of the page
┌──────────────┐  ┌──────────────┐  ┌──────────────┐  ┌──────────────┐
│   20 days    │  │   8 days     │  │   12 days    │  │   3 days     │
│              │  │              │  │              │  │              │
│   Annual     │  │  Approved    │  │  Remaining   │  │  Sick Days   │
│ Entitlement  │  │   (taken)    │  │  Balance     │  │    Used      │
└──────────────┘  └──────────────┘  └──────────────┘  └──────────────┘
Card What It Shows
Annual Entitlement Your total paid holiday days for this year (usually 20)
Approved (taken) Days you have already used or that are approved
Remaining Balance How many paid holiday days you still have left
Sick Days Used How many sick days you have taken this year

💡 Tip: Your remaining balance updates automatically every time a leave request is approved. You always see the current, accurate figure.


Part 2 — The Three Types of Leave

WorkRoster supports three types of leave, each with different rules:

┌───────────────────────────────────────────────────────────────────┐
│                       LEAVE TYPES                                 │
├──────────────────┬────────────────────┬────────────────────────── │
│  ANNUAL LEAVE    │    SICK LEAVE      │     UNPAID LEAVE          │
│                  │                    │                           │
│  Paid holidays   │  When you are ill  │  Time off without pay    │
│                  │                    │                           │
│  Deducted from   │  Tracked but NOT   │  No impact on your       │
│  your balance    │  deducted from     │  paid leave balance      │
│                  │  annual balance    │                           │
│  Approval needed │  Approval needed   │  Approval needed         │
└──────────────────┴────────────────────┴──────────────────────────┘

Annual Leave — Use this for planned holidays, days off, or personal time. Days are deducted from your annual entitlement (usually 20 days per year).

Sick Leave — Use this when you are unwell. Sick days are tracked separately for HR records but do NOT reduce your annual holiday balance.

Unpaid Leave — Use this for time off beyond your remaining balance or for personal reasons. You do not receive pay for these days, and they do not affect your annual balance.


Part 3 — Submitting a Leave Request

How to Get There

  1. Click Leave in the left-hand sidebar
  2. Click the green + Request Leave button

The Leave Request Form

┌─────────────────────────────────────────────────────────┐
│  Request Time Off                                       │
│─────────────────────────────────────────────────────────│
│                                                         │
│  Leave Type                                             │
│  ┌─────────────────────────────────────────────────┐    │
│  │  Annual Leave ▼                                 │    │
│  └─────────────────────────────────────────────────┘    │
│  Choices: Annual Leave / Sick Leave / Unpaid Leave      │
│                                                         │
│  Start Date                   End Date                  │
│  ┌─────────────────────┐      ┌─────────────────────┐   │
│  │  Mon 23 Jun 2026  ▼ │      │  Fri 27 Jun 2026  ▼ │   │
│  └─────────────────────┘      └─────────────────────┘   │
│                                                         │
│  Total Days: 5 working days                             │
│                                                         │
│  Reason (required — min 10 characters)                  │
│  ┌─────────────────────────────────────────────────┐    │
│  │  Family holiday — pre-booked trip               │    │
│  └─────────────────────────────────────────────────┘    │
│                                                         │
│  ┌─────────────────────────────────────────────────┐    │
│  │              Submit Request                     │    │
│  └─────────────────────────────────────────────────┘    │
└─────────────────────────────────────────────────────────┘

Step-by-Step Instructions

  1. Leave Type — Click the dropdown and choose:

    • Annual Leave — for planned days off
    • Sick Leave — when you are ill
    • Unpaid Leave — for time off without pay
  2. Start Date — The first day you will be away. Click the calendar icon and select the date.

  3. End Date — The last day you will be away. Click the calendar icon and select the date.

    • WorkRoster counts only working days (Monday to Friday). Weekends and public holidays are not counted.
  4. Reason — Type a brief reason for your request. At least 10 characters is required. Your manager uses this to make their decision.

  5. Click Submit Request

✅ Your request is now sent. Your manager will review it and you will be notified of their decision.


What Happens After You Submit?

Status: PENDING
Your request is waiting for your manager.
They will approve or reject it — usually within 1–2 working days.

         ↓ Manager decides ↓

Approved ✅                         Rejected ❌
Your leave is confirmed.            Your manager left a comment.
Your balance is updated.            Read it — you can cancel and
You can see it on the calendar.     resubmit with corrected dates.

Part 4 — Viewing Your Leave History

All your past and current leave requests are shown in a table on the Leave page:

┌─────────────┬──────────────┬──────────┬──────────┬──────────┬───────────┐
│    Type     │  Start Date  │ End Date │   Days   │  Status  │  Actions  │
├─────────────┼──────────────┼──────────┼──────────┼──────────┼───────────┤
│ Annual      │ 23 Jun 2026  │27 Jun    │   5      │ Pending  │  Cancel   │
│ Sick        │ 10 Jun 2026  │10 Jun    │   1      │ Approved │     —     │
│ Annual      │ 5 May 2026   │9 May     │   5      │ Approved │     —     │
│ Annual      │ 3 Jan 2026   │3 Jan     │   1      │ Rejected │     —     │
└─────────────┴──────────────┴──────────┴──────────┴──────────┴───────────┘

Status labels explained:

Status What It Means
🟡 Pending Submitted — waiting for your manager's decision
🟢 Approved Confirmed — your leave is booked
🔴 Rejected Not approved — click to see your manager's reason
Cancelled You cancelled this request

Part 5 — Cancelling a Request

If your plans change and you no longer need the time off:

  1. Find the request in your Leave History table
  2. Check it says Pending — you can only cancel pending requests
  3. Click Cancel in the Actions column
  4. A box will appear asking you to confirm — click Yes, Cancel

⚠️ Cancellations are final. Once cancelled, the request cannot be un-cancelled. If you still need the time off, simply submit a new request.

⚠️ You cannot cancel Approved or Rejected leave. If you need to change an approved leave date, contact your manager directly and ask them to make the adjustment.


Leave Rules — Important to Know

Rule Details
Annual Leave maximum You cannot request more days than your remaining balance
Pending requests You cannot edit a pending request — cancel and resubmit instead
Sick leave No balance limit — sick days do not come out of your holiday entitlement
Unpaid leave No balance limit — but approval is still required
Weekend days Weekends are automatically excluded from your day count

Viewing Leave on the Calendar

All your approved and pending leave requests appear on the Calendar page. If you are a Manager or Admin, you can see the whole team's leave in one place — very useful for spotting clashes.

┌────────────────────────── JUNE 2026 ──────────────────────────────┐
│ Mon    Tue    Wed    Thu    Fri    Sat    Sun                      │
│  1      2      3      4      5      6      7                      │
│  8      9     10     11     12     13     14                      │
│         🟣Sick                                                     │
│ 15     16     17     18     19     20     21                      │
│ 22     23     24     25     26     27     28                      │
│        🔵Annual   🔵Annual   🔵Annual  🔵Annual  🔵Annual           │
│ 29     30                                                         │
└───────────────────────────────────────────────────────────────────┘
  🔵 Blue = Annual Leave     🟣 Purple = Sick Leave    ⚪ Grey = Unpaid

See the Calendar guide for full details.


Frequently Asked Questions

Q: I am sick today. Do I still need to submit a leave request? Yes. If you are off sick, submit a Sick Leave request for today. Your manager will approve it. This keeps your records accurate.

Q: I only have 3 days left but want to take 5 days off. What happens? WorkRoster will not allow you to submit a 5-day Annual Leave request if you only have 3 days remaining. You could take 3 days annual + 2 days unpaid — submit them as two separate requests.

Q: Can I see how much leave my colleagues have taken? If you are an Employee, you can only see your own leave. Managers and Admins can see the whole team.

Q: What if I accidentally submitted the wrong dates? If the request is still Pending, cancel it and submit a new one with the correct dates. If it has been approved already, speak to your manager.

Q: My leave balance looks wrong. Contact your Administrator — they can adjust your entitlement and used days from the Employee settings page.


Next: Manager Approvals →