If your organization uses Plane's Time Off feature, you can submit requests for time off through the platform. You can also withdraw, edit, and archive requests.
To submit a request for time off:
Cick the Time off tab on the left-hand side of your Plane account.
On the Time off page, click "Request time off."
💡 Please note: If this is your first time submitting a request, click the "Request time off" button in the center of the page. If you’ve submitted a request before, click "Request time off" in the upper right corner.
In the calendar of the Request time off window, the current day will be bolded in red. Click the days that you would like to take off.
💡 Please note: It is up to the requestor to be aware of public holidays and other non-working days, such as weekends. Only select the days for time off when you would normally be working.
In the Type dropdown menu, choose the type of time off, such as Vacation or Sick Time Off. The options shown may vary according to your organization's preferences.
Add a note for your manager.
Click "Send request". Your manager and account admins will be notified about your request by email. Click "Close" to close the confirmation window, or click "Withdraw" to withdraw the request. To view the submitted request, click the arrow to the right of it in the Time off page.
Once your manager or account admin has approved or declined your request, you will be notified by email.
To withdraw a submitted request:
After you submit a time-off request, you can withdraw the request either by following Step 6 above, or by locating the request in the Time off page and clicking the three dots to the right of the request and selecting "Withdraw."
Your manager and any admins will be notified by email about your withdrawal.
To edit a submitted request:
If you would like to edit a submitted request, you can make a copy of the request and then make your preferred changes. To do so, locate the submitted request in the Time off page and click the three dots to the right of it. Choose "Edit request", or, if you have already previously withdrawn the request, select "Copy as a new request".
In the Request time off window, make your preferred edits, and then click "Send request." Your manager and the organization's account admins will be notified about your request by email, and you’ll be notified by email when they approve or decline your request.
To archive a request:
You can archive a request that has been withdrawn, declined, or approved.
To archive a request, locate it on the Time off page and click the three dots to the right of it.
Select "Archive".
💡 Please note: If you click the arrow to the right of the request, you can also click "Archive" from the request details window.
The archived request will now be moved into the Archived tab of the Time off page.
Questions? Please don't hesitate to reach out to us at support@plane.com or use the live chat option at work.plane.com