Plans and permissions:
- Request time off or join a waitlist in the planner: Any role, or a custom role with Submit time off requests set to Can submit time off requests on the Schedule tab
- Change a pending request: A role with Edit own time off requests set to Can edit their own pending time off requests on the Schedule tab
- Cancel a request: Any role, or a custom role with Time off requests set to View only their own time off requests, View all agents’ time off requests, or Can approve, deny, edit, and cancel all agents’ time off requests on the Schedule tab
Early access (Alpha): The time off planner is in early access, so it may still change, and we’d love your feedback. If you don’t see it, an admin can request access from Configure > Early access and send feedback from the same page. See Early access features.
Use the time off planner to see which days you can take off before you ask, and to request time off in a few steps. Its calendar shows which days approve instantly, which need a manager’s review, and which aren’t available, based on your company’s time off rules.
To open it, go to My Assembled > Time off planner.
If you don’t see Time off planner, request time off from My schedule instead: see Request time off.
What the calendar shows
The legend above the calendar shows which of these statuses you can see. Which ones appear depends on your company’s settings.
| Status | What it means |
|---|---|
| Instant approval | Requests for these days are approved automatically, without a review. |
| Manual approval | Requests for these days follow your company’s rules, but someone needs to approve them. |
| Waitlist | Too many people are already off. You can join the waitlist for the day. |
| Already approved | You already have approved time off on these days. |
| Pending | You already have a request in progress. You can usually change or cancel it, or request more time on the same day. |
| Waitlisted | You’re on the waitlist for these days. |
| Unavailable | You can’t request time off on these days, because your company’s rules don’t allow it or too many people are already off. |
For days you aren’t scheduled to work, see Request a day you’re not scheduled to work.
Request time off
- Go to My Assembled > Time off planner.
- In Type, choose the kind of time off you need. The calendar updates, because your company’s rules can allow different days for different types.
- Use the calendar to check which days are available. Choose Day, Week, or Month, and use Previous range and Next range to move through the dates.
- Select a day. To select several days, drag across them, or hold Cmd on a Mac or Ctrl on Windows and select each day. In Day view, select the shift or event you want off, or drag across a range of times.
- In the request panel, check the summary of your request. To change the times, select Edit timing. If you want to, enter a Reason (optional).
- To let other people know, turn on Optional notifications and choose people in Notify people. Your schedulers are notified automatically.
- Select Submit.
What happens after you submit
Your request appears on the calendar and under Your requests right away, and Your usage updates. What happens next depends on your company’s rules:
- If the days approve instantly, your request is approved straight away.
- Otherwise, it’s pending until a scheduler or manager approves, denies, or edits it. The planner updates when they do.
To find a request, use the Status filter under Your requests.
Join a waitlist
If a day shows Waitlist, too many people are already off, but you can still ask. Select the day, and the panel shows how many people have already requested it. Select Submit to join the waitlist, and you see Added to waitlist. Once you’re on it, the request shows how many people are on the waitlist and your place in line. When a spot opens up, your request is sent for review. You can be on a limited number of waitlists at a time. For how waitlists work, see Time off waitlists.
Request a day you’re not scheduled to work
Days you don’t normally work show as Not scheduled on the calendar, and when you select one, the request panel says You’re not scheduled. You can still request them in the usual way. If your request is approved, the time is blocked on your schedule, and it doesn’t count toward your time off usage.
Change or cancel a request
You can cancel pending and approved requests. You can’t cancel requests that came from your company’s HR system.
- Select the request under Your requests or on the calendar. Time off request opens.
- To change a pending request, select Edit, if it’s available.
- To cancel, select Cancel request, then Yes, cancel.
You see Request canceled. If the request was approved, the time off is removed from your schedule.
Questions? Check with your admin or team lead.