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Add and manage time off requests for your team members

by Intuit• Updated 1 week ago

As a payroll admin or team manager, you can add, approve, deny, edit, or cancel time off requests for your employees in Intuit QuickBooks Workforce or QuickBooks Time. 

Prerequisites

  • You need an active subscription to:
    • QuickBooks Workforce Premium and Elite, or 
    • QuickBooks Time
  • You’re a payroll administrator or manager in QuickBooks Online

Add a time off request

Note: You must be a manager to request time off for your employees in QuickBooks Workforce. 

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Time, then Time off (Take me there).
  2. Select Requests.
  3. Select Add request.
  4. Choose the Employee and the time off policy.
  5. Enter the days and hours for the request.
  6. Select Submit.

The time off request will be automatically approved, and the employee will be notified of the decision.

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Time, then Time off (Take me there).
  2. Select + Add Time Off.
  3. Select your desired team members for bulk entry, or select an individual team member. Then select Continue.
  4. Select the code, date of entry, and number of hours on that day.
    • Only codes that are assigned to all team members in a bulk entry will show.
  5. Add another day for the same code, or notes if needed.
  6. Select Save.

Note: You can add time off for a past date, however:

  • The date can't be more than a year in the past
  • The date must be after the reset date

Manage existing time off requests

You can approve, deny, edit, or cancel time off requests.

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Time, then Time off (Take me there).
  2. Select Requests, then select the applicable time off request.
  3. Choose one of the following actions:
    • Approve or Deny
      • The employee will be notified of the decision and the manager’s note (if you add one).
    • Edit
      • Update the dates, hours, or other details.
      • If the request is not already approved, saving the changes will automatically approve the request.
    • Cancel
      • The request will be canceled and balances will be adjusted (if applicable).
      • The request stays in the list as read-only for recordkeeping.

Approve or deny requests

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Time, then Time off (Take me there).
  2. Hover over the pending request and select Approve or Deny.
    • To add a note to the request, select the request, add a note, and select Approve or Deny.

Edit or cancel time off

Notes: 

  • You can edit a request after it's been approved. 
  • You can cancel a request when it’s pending or approved. 
  1. Go to All apps A bunch of numbers and letters on a tile wall., then Time, then Time off (Take me there).
  2. Select the time off entry.
  3. Select Cancel or Edit.
  4. Enter a reason for canceling (optional), or make changes to the request. 
  5. Select Save.
QuickBooks Online Payroll EliteQuickBooks Online Payroll PremiumQuickBooks Time EliteQuickBooks Time Premium