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Managing Leave Requests

Depending on your access privileges or manager role, you can approve, edit, delete, and add leave requests for your staff.

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⏳ Leave Request Flow

The leave request process in Marco follows these steps:

  1. Staff submits a leave request.

  2. Manager reviews the request.

  3. Staff is notified of the outcome.

Leave Request Flow

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👁️ Viewing Leave Records

You can view a staff member’s leave records in the following tabs:

  • People > Time-off > Time-off Records – View a single staff member’s leave records.

  • Time > Time-off – View all leave records for your assigned staff.

People > Time-off > Time-off Records
Time > Time-off

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✅ Approving Leave Requests

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  • Reporting Managers

  • Admin Managers

  • Time Managers

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Steps to Approve Leave Requests

  1. Go to People.

  2. Select a staff member > Time-off > Time-off Records.

  3. Select the leave request to view supporting documents or notes.

  4. Click Approve or Reject.

    • Approve: A confirmation pop-up appears. Click OK.

    • Reject: The Rejection Notes screen appears. Enter the reason for rejection and click Reject.

Notification: The staff member will receive an email with the outcome and can log in to Marco to view it.

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✏️ Modifying Approved Leave Requests

Once approved, staff cannot edit or delete leave requests. They may request you to make modifications.

  • Editable fields: Leave duration, start date, and end date.

  • Non-editable fields: Leave type, supporting documents, and notes.

  • If other details need to be changed, delete the request and ask the staff member to submit a new one.

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✏️ Editing Leave Requests

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  • Admin Managers

  • Time Managers

You can edit approved leave requests on behalf of staff.

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Steps to Edit Leave Requests

  1. Go to People.

  2. Select a staff member > Time-off > Time-off Records.

  3. Under the leave request, click ⋮ (three-dot icon) > Edit request.

  4. The Edit Leave Record screen appears.

  5. Update the leave duration, start date, or end date.

  6. Click Save Changes.

People > Time-off > Time-off Records > Edit
Time > Time-off > Edit

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🗑️ Deleting Leave Requests

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  • Admin Managers

  • Time Managers

You can delete any leave request, but this action is irreversible. Deleted requests can be viewed in Deleted Items.

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Steps to Delete Leave Requests

  1. Go to People.

  2. Select a staff member > Time-off > Time-off Records.

  3. Under the leave request, click ⋮ (three-dot icon) > Remove.

People > Time-off > Time-off Records > Edit
Time > Time-off > Edit

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➕ Adding Leave Records

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  • Admin Managers

  • Time Managers

As a manager, leave records you add are automatically approved.

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Steps to Add Leave Records

  1. Go to People.

  2. Select a staff member > Time-off > Time-off Records.

  3. Click Add New Record.

  4. The Add New Leave Record screen appears.

  5. Enter the following details:

    • Leave type

    • Leave dates

    • Duration (Full Day, Morning, Afternoon) for each date

    • Upload supporting documents (if needed)

    • Enter a reason in Notes

  6. Click Add Record.

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