Maintaining time off

after launching your policy, use these tools to manage time off in charthop edit a time off request as an admin, you are able to edit time off requests for anyone in the organization to request time off find the right person whose time is off go to their time off tab find the time off request to edit, click the check box next to it and select edit make any of the following updates time off policy start date / end date note click save to save the update note that the previous request will not be saved employees can also self serve and time off for employees docid\ y6xnkagvcydownxdbfuvt for themselves employees are not able to edit requests that have been approved, rejected or are in the past delete a time off request as an admin, you are able to delete any pending or approved time off request employees can also delete requests to delete a time off request go to the person's profile select the time off tab select the request that you would like to delete using the checkbox on the left of the table click delete in the actions buttons at the top of the table type delete and confirm the deletion of the time off request request time off for another person as an admin, you are able to add time off for anyone in the organization to request time off from the left sidebar, s elect my profile go to the time off tab click request time off for person's name complete the time off request the request will be sent to your manager for approval by you and added to their time off list approve or reject a time off request as an admin, you are able to approve any pending time off approval requests regardless of who the person is to approve or reject a time off request go to the person's profile navigate to the time off tab select the request that you would like to approve or reject using the checkbox on the left of the table click approve in the actions buttons at the top of the table add an approval note and click approve or reject to submit the approval time off actions reassigning an approver if an approver is not available for a period of time, you can reassign the approver for individual requests navigate to the employee’s profile page or task docid 1neentogeyecuaahfwnnz page, and check the box next to the request you want to reassign click “ reassign ”, and you can choose a different approver the new approver will get an email notification and the task will display on their home page visibility of time off the default visibility for time off requests is the following role view current and future time off requests view previous time off requests edit time off policies employees ✅ for the entire organization ❌ only for self ❌ managers ✅ for the entire organization ✅ for people in thier reporting line ❌ owners & people ops admins ✅ for the entire organization ✅ for the entire organization ✅ customizing time off visibility there are several ways to adjust time off visibility adjusting the sensitivity settings for built in time off fields or category you can view time off fields by filtering to the time off category on the fields docid\ xyrlltzxie bv4zkzes g use defining a custom role docid wqkyl bv1qg2j9obe7uf to grant permission to timeoff or timeoffpolicy time off fields