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Approving and managing leave requests

This article explains how to approve and manage employee leave requests.

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Written by Jonathan
Updated over 2 months ago

When employees submit leave requests, you need to review and approve them before they're included in pay runs. You can approve or decline requests individually or in bulk, make adjustments, and manage the status of all leave requests.


Why leave approval matters

Only approved leave is included in pay runs. Before processing each pay run, you should check for any unapproved leave that should be included.

⚠️ Unapproved leave requests remain as "Pending" and won't be paid.


Viewing employee leave requests

To view an employee's leave requests:

  1. Select Employees from the navigation menu

  2. Select the employee from the list

  3. Select Leave Requests

Quick view

The main Leave Requests page shows a summary of each request:

  • Leave type: The type of leave requested

  • Reason: Any notes the employee added

  • Date: The day of the month for the request

Note: Use the pagination arrows or numbers to view older requests, or change the number displayed using the dropdown.

Detailed view

Select any leave request to view its full details:

  • Leave type: Type of leave requested

  • Reason: Notes about the leave

  • Details: All dates and hours included in the request

  • Status breakdown: The approval status for each date in the request


Understanding leave request statuses

Each date within a leave request has one of the following statuses:

  • Pending: Submitted and waiting for your approval. You can approve, decline, or make changes.

  • Approved: You've approved this leave. It will be included in the pay run for this period. You must revert to "Pending" before making changes.

  • Declined: You've declined this leave. It won't be included in any pay run. You must revert to "Pending" before making changes.

  • Completed: The leave has been processed in a pay run. No changes can be made.


Approving leave

When viewing a leave request's detailed page, you have several options for approving leave:

Approve all pending

Select Approve all pending to approve all dates in the request that have a "Pending" status. This won't change any declined items to approved.

Approve individual dates

Select the thumbs up button next to a specific date to approve only that item.


Declining leave

If you need to decline a leave request:

Decline all pending

Select Decline all pending to decline all dates in the request that have a "Pending" status. This won't change any approved items to declined.

Decline individual dates

Select the thumbs down button next to a specific date to decline only that item.

Note: Consider communicating with the employee about why leave was declined so they understand and can make alternative arrangements.


Adjusting leave details

You can adjust any leave request that hasn't been processed in a completed pay run.

What you can adjust

  • Leave type

  • Reason/notes

  • Dates

  • Quantity of hours

  • Add additional leave days

How to adjust leave

  1. Open the leave request

  2. Make your changes

  3. Select Save

⚠️ Changes aren't saved unless you select Save before leaving the page.


Changing previously approved or declined leave

If you need to change leave that's already been approved or declined (but hasn't been processed in a pay run)

Revert to pending first

You cannot directly change declined leave to approved, or approved leave to declined. You must first revert it to "Pending," then change the status.

Revert all items:

  • Select Revert all to pending to change all items in the request to pending

  • Then approve or decline each item as needed

Revert individual items:

  • Select the circular arrow button next to a specific date to revert only that item to pending

  • Then approve or decline that item


Deleting leave

You can delete leave requests that haven't been processed in a completed pay run.

Delete entire request

Select the red Delete button to remove the entire leave request. This only appears when all items in the request are pending.

Delete individual dates

Select the trash icon next to a specific date to remove only that item from the request.

Note: After deleting individual dates, you must select Save to save the changes. Leaving the page without saving means your changes won't persist.


Managing leave during pay runs

When processing a pay run, you can see which employees have pending leave requests:

  1. Open the pay run

  2. Select an employee

  3. In the Leave Request section, you'll see any pending requests

  4. Select Edit leave requests to approve, decline, or adjust leave

This workflow helps ensure all intended leave is approved before you process the pay run.


Common Questions

I approved leave but it's not in the pay run

Check that:

  • The leave dates fall within the pay run period

  • The leave status shows as "Approved" (not just pending)

  • The employee is included in the pay run

I need to change leave that's already been paid

Once leave is included in a completed pay run, it cannot be changed. If you need to make adjustments, you may need to create an adjustment pay or handle the correction in the next pay period. Contact PaySauce support for guidance.

The employee submitted leave for the wrong dates

If the leave hasn't been processed yet, you can either:

  • Ask the employee to adjust or delete their request and submit a new one

  • Adjust the dates yourself in the leave request details

I accidentally declined leave that should have been approved

Open the leave request, select the circular arrow button next to the declined date to revert it to pending, then approve it.

Multiple employees have pending leave requests

Review each employee's leave requests individually. There isn't currently a bulk approval feature across multiple employees, but you can use "Approve all pending" within each employee's individual requests.


Best practices

Review leave requests promptly

Respond to leave requests quickly so employees know whether their leave is approved and can plan accordingly.

Check before each pay run

Make it part of your pay run checklist to review and approve any pending leave that should be included.

Communicate declined leave

If you decline leave, let the employee know why so they can adjust their plans or provide additional information.

Keep leave balances in mind

When approving leave, check the employee's available balance to ensure they have sufficient leave accrued. PaySauce will allow you to approve leave even if the balance will become negative, so monitor this carefully.

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