Factorial allows users to manage leaves directly from the Shifts page, providing a more streamlined process for handling time-off requests. This enhancement ensures that shifts and absences are managed in a unified way, preventing conflicts and improving scheduling efficiency.

With this feature, users with the appropriate permissions can add, approve/reject, and delete leaves within the Shifts page, rather than navigating separately to the Time off module.

Available actions

1. Adding leaves

1. In the sidebar, go to Shifts
2. Select an employee’s shift
3. Click Add absence
4. Fill in the leave details
5. Submit the request

2. Approving or rejecting leaves

1. In the sidebar, go to Shifts
2. Select a pending leave
3. Approve or reject it 
4. If rejecting, you can provide a reason

3. Deleting leaves

1. In the sidebar, go to Shifts
2. Select an approved leave
3. Delete the leave
4. The associated shift will return from backup to draft state, making it visible to the employee again

Important behaviour: Shifts and approved absences

• Shifts overlapping an approved absences will automatically move to backup state
  • In backup state, the shift is only visible to managers.

• If an approved leave is removed, the associated shift moves back to draft state and can be re-published.

Example use cases

Approving a leave request

1. Employee Alena requests time off while having published shifts
2. Helen (manager) with approval permissions reviews and approves the request
3. The leave becomes permanent, and the overlapping shifts move to backup state

Editing an approved leave

1. Helen needs to extend Alena’s leave by one day
2. She modifies the leave request and saves the changes
3. The updated leave period is reflected immediately in Shifts

Deleting a leave

1. Helen decides that Alena’s leave request is no longer valid
2. She deletes the approved leave
3. The previously backup shifts automatically return to draft state, making them visible again to the employee

Adding a new leave

1. Helen needs to assign time off to Alena
2. She clicks the plus (+) button in Shifts
3. She selects Add absence (same interface as the Time off module)
4. She chooses the appropriate leave policy and submits the request
5. If there was a shift in place, it moves to backup state