Time Off Management
Workiz
2024
Time off management allows seamless leave requests, approvals, and team availability tracking. It allows employees to submit time-off requests easily while giving admins a clear overview of team availability that help plan workload.
The Problem
Our existing tool lacked many of the modern-day capabilities that are expected of a time off management system.
Users weren't alerted of a schedule conflict visibility
Employees could request time off therefor time off couldn't be approved
Time off block was visible only on one calendar view out of 5
Who is it feature for
How it works - Technician 🧑🔧
Technicians can:
Submit time off requests
Receive notifications upon approval/denial via the Workiz app's built messenger
View their time off request - pending or approved - on their calendars
🧑🔧 Tech: REQUESTING TIME OFF
🧑🔧 Tech: TIME OFF status in messaging center
🧑🔧 Tech: update TIME OFF
How it works - Admins 👩💻
Admins can:
Receive, review, manage and add time off requests
See which techs have time off when assigning new jobs
View time off on the work calendar in different views to plan workflow and understand the schedule
Permissions based.
👩💻 ADMIN: APPROVING TIME OFF
👩💻 ADMIN: ADDING TIME OFF
👩💻 ADMIN: TIME OFF IN DIFFERENT CALENDAR VIEWS
👩💻 ADMIN: VIEW DETAILS, EDIT & DELETE TIME OFF
👩💻 ADMIN: SHOWS SCHEDULING CONFLCTS WHEN ASSIGNING NEW JOBS
👩💻 ADMIN: mobile
Next steps
Based on usability testing and first feedback, next step is to implement a dedicated time off table so the admin can streamline the process.