Requesting and approving leave

From request to balance update — the full leave workflow.

Written By Chris Germon

Last updated About 1 month ago

Staff: requesting leave

  1. Open Leave β†’ My leave and click Request leave.
  2. Pick the leave type and date range. Optiq calculates the hours based on your working pattern.
  3. Add a description (helpful for the approver). Submit.
  4. You'll see the request in Pending until your manager actions it.

Manager: approving leave

  1. You'll get a notification (email + in-app, plus SMS if enabled).
  2. Open the request from the notification or from Leave β†’ Manage leave.
  3. Review the staff member's balance and any conflicts with rostered shifts (Optiq surfaces both).
  4. Click Approve or Reject. Add a comment if rejecting.
  5. The staff member is notified and their balance updates automatically when the request period starts.

Cancelling approved leave

Either the staff member or the manager can cancel approved leave before it begins. Once it starts, only an admin can cancel β€” this preserves the audit trail.