Approving and declining PSA time off requests

You can approve or decline pending PTO or sick leave requests in the Scheduler tab.

The Scheduler tab displays approved and pending PTO or sick days in all view modes (Day, Week, or Month). Approved and pending days are not synced with the user's calendar, if calendar integration is enabled.

Time off requests appear according to the PSA role. For example, administrators and managers can see their employees requests, while employees can only view their own schedule.

To approve or decline PSA time off requests

  1. Go to Task management > Service desk.

  2. Select the Scheduler tab.

  3. Select the relevant user from the Support group and Support agent dropdown lists.

    These lists are only available to group managers, and list the relevant users with shared calendars.

  4. In the calendar, click the relevant pending time off request or sick notice, and then click View.

  5. In the right pane, add a response in the Comment field, and then click Save.

    In the Time balance information section, you can also view the user's remaining balance to confirm they have the relevant days available. You can also view any approved, rejected, or unreviewed time off requests.

  6. Click Approve or Decline.

The calendar is updated.

If a request was approved, the remaining balance of days off for the user is updated.