Skip to main content

Request Time Off

Time Off is a feature of Workmax that allows you to manage your employees' time off requests. With Time Off, you can create time off requests for your employees, track their time off balances, and approve or reject their time off requests.

How to Request Time Off​

note

Ensure you have been enrolled to a Time Off Policy before requesting time off. If you are not enrolled in a Time Off Policy, contact your manager or admin.

tip

Clients or projects are optional fields when requesting time off. You can select a client or project if you want to associate the time off request with a specific client or project.

Employee Profile​

  1. Sign in to your "Workmax" account with an employee account.
  2. Go to the "Time off requests & policies" section.
  3. Select the Time Off Policy you want to request time off from.
  4. Click on the "Request Time Off" button.
  5. Enter the time off details
    • Start date
    • End date
    • Client (Optional)
    • Project (Optional)
    • Notes (Optional)
  6. Click on the "Submit request" button.

Workmax will now create the time off request, and you can view it in the time off requests list. Your manager will get a notification when you submit the time off request, and they can approve or reject it. If you have any questions or need help, please contact Workmax Support.

Manager or Admin Profile​

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Time off requests & policies" section.
  3. Click "Record time off" button in the top right corner.
  4. Select the employee from the list of employees you want to request time off for.
  5. Select the Time Off Policy you want to request time off from.
  6. Enter the time off details
    • Start date
    • End date
    • Client (Optional)
    • Project (Optional)
    • Notes (Optional)
  7. Click on the "Submit request" button.

Workmax will now create the time off request, and you can view it in the time off requests list. Your manager will get a notification when you submit the time off request, and they can approve or reject it. If you have any questions or need help, please contact Workmax Support.