Changelog

🚦 More control over leave overlap

A Restrict leave overlap group can now be scoped to a restricted period, so a rule that only matters over a shutdown or a summer peak leaves the rest of the year alone — and inside that period you can count somebody as taking up a place for the whole of it, not only on the days they are away. When the limit is reached, choose whether to block the booking, or let it through and record a warning for whoever approves it.

A group need not be a list of names either: build one from departments, locations or tags, and anybody who joins later is covered automatically.

For more information please check article Restrict leave overlap.

🗓️ New: Team view on office screens

An office screen can now carry a Team view widget — your team’s leave as a grid, with a row for each person, a column for each day, and each person’s leave marked in the squares where it falls. Non-working days and bank holidays are shaded, the current day is marked, and a count along the bottom gives how many people the board shows on leave each day. It is the shape everyone already knows from a wall planner, keeping itself up to date.

Add it from Settings → More → Office screens, on the screen you want it on, under Add widget. Like Who is off — coming weeks it has its own Leave types table, so you decide leave type by leave type whether the board names it, shows it simply as Leave, or keeps it off that screen altogether.

Team view was built because customers asked for it. If there is another widget you would like on a screen, tell us through Suggest a widget on that same menu.

For more information please check article Team view widget for office screens.

🔔 New: Reminders before leave starts

Add a Reminders policy and TimeOff.Management emails managers and teammates before approved leave starts. Choose whose upcoming leave triggers a reminder and who hears about it — the same group, or two different ones — and narrow it by leave type or minimum leave length.

Recipients get at most one email a night: a digest of the upcoming leave, not a message per booking. Nobody is ever reminded about their own leave. Find it under More → Policies → Reminders.

For more information please check article Reminder policy.

🗂️ New: Custom fields on employee records

Record the things TimeOff.Management has no box for — a cost centre, a payroll reference, a badge number. An administrator defines the fields, names them and sets the order they appear in, and each one can then be filled in on an employee’s record.

Find it under General settings → Custom fields. Any field you define can be switched on as an extra column on the reports that list employees, and it follows through into their CSV exports — so your own reference data reaches payroll alongside the leave data.

For more information please check article Custom fields on employee records.

🏷️ New: Employee tags

Departments and locations do not cover every group in a company — the contractors, the first-aiders, the remote staff. Define your own tags in General settings → Tags, give each one a colour and decide who can see it, then apply them to employees from their record.

A tag shows as a coloured chip on the employee’s record and on the Employees list, where selecting one filters the list down to everybody carrying it. A Leave Access policy can now be scoped by tag as well, so the same grouping decides which leave types those people may book.

Defining tags and applying them are both administrators only.

For more information please check article Tagging employees.

🖥️ New: Office screens

Turn a screen in the office into a live leave board. Create an office screen, choose what goes on it, and you get a display link — open that link in the browser on the device driving the screen, and the board runs. There is no login on it, and it keeps itself up to date.

It answers the open-plan question — who’s off this week? — on a wall rather than in an inbox, and carries the office’s shared calendar alongside it: bank holidays, blackout periods and company events. Point each screen at the departments and locations it covers, and pick the language it displays in.

Because a wall has no viewer, you decide leave type by leave type what the board reveals — name it, show it simply as Leave, or keep it off that screen altogether. A screen can be stricter than your company-wide settings, never looser.

Find it under Settings → More → Office screens. Administrators only.

For more information please check article Office screens.

⚡ New: Auto-approval policy

Auto-approval is now a policy of its own. Add one, choose who it covers — named employees, departments, locations, roles or the whole company, minus anyone you exclude — and pick which actions it approves the moment they happen: leave requests, leave revocations, a person’s own actions, the ones they take for the employees they manage, or any mix of the four. Limit it to selected leave types, or leave it covering all of them.

It replaces the auto-approve settings that used to sit in Advanced settings, on a leave type and on an employee. Those have been removed, and existing set-ups were converted automatically into policies named Administrators, Supervisors, Auto-approved leave types and Individual auto-approve. Nothing to redo — open them once, check which actions each one auto-approves, then rename, adjust or delete them like any other policy.

New companies start with no auto-approval policies, so nothing is auto-approved until you add one.

Find it under More → Policies → Auto-approval.

For more information please check article Auto-approval policy.

📊 New: Dashboard

Administrators now land on a Dashboard after signing in — one screen answering the questions you would otherwise piece together from several reports and the calendar.

Summary cards across the top give you headcount, who is off today, what falls in the week besides ordinary leave, and how many leave requests are waiting for approval. Underneath, a team coverage heat map shows what share of each department is present on each working day this week, so a department that has gone thin is easy to spot before the week starts. Beside it, Coming up lists who is off, who is returning and whose work anniversary falls in the week, and switches between this week and next.

Along the bottom, People off breaks down who is off on any day you choose by leave type, with a stepper to walk backwards and forwards a day at a time. Two charts show leave patterns — one giving the shape of a whole leave year by month, the other tracking the leave types you choose over time. The Usage alert card links through to the Leave usage alert report.

Selecting anybody on the screen opens their employee details without leaving the Dashboard. The figures are current every time you open it, and each card is steered on its own.

The Dashboard is the first item in the Main menu, and is built for a desktop-sized screen.

For more information please check article Dashboard.

🌴 New: Leave usage alert

Some employees quietly under-book their leave and reach the end of their leave year with a large unused balance. The new Leave usage alert report finds them while there is still time to do something about it.

It ranks employees by how far their booked leave is behind expected, flags anyone who has gone a long stretch without a break, and shows remaining allowance and next booked leave alongside. The summary cards across the top double as filters, and you can narrow the report by department, location or name.

From any flagged row you can send that employee a short, friendly reminder — with a preview of the exact email first — or send to everyone currently shown in one go. Nothing is sent automatically; reminders go out when you choose.

Find it under Reports → Leave usage alert, or from the Usage alert card on the Dashboard. The whole report exports to CSV.

For more information please check article Leave usage alert.

🔍 New: Audit trail

Administrators can now see a chronological record of the changes made in their account: every leave-related action, every change to an employee’s record, and every change to company configuration.

Each entry shows when it happened, who did it, what the action was, and who or what it affected. Expand an entry to see exactly which fields changed, with their previous and new values.

Filter by date, category, affected employee, or the person who performed the action. Every leave also gets its own History section — visible to the employee and their approvers — showing that leave’s full timeline.

Find it under Reports → Audit trail. Audit entries are kept for one month; a leave’s own history stays for the life of the leave.

For more information please check article Audit trail.