Human Capital Management

Request leave

Pick a leave type and dates, see your balance and how it affects the roster, and submit for approval in one go.

EssentialBenefits moduleTime off & leaveFor any worker~4 min

What it is

Requesting leave is how you book time off. You choose the leave type and the dates, and before you submit you see your current balance for that type and how the request lands against shifts you’re rostered for. Submit and it goes to your manager for a decision.

It matters because a leave request touches both your entitlement and the roster. Seeing the balance before you submit means no surprises about whether you have the days; seeing the roster impact means your manager can plan cover. When the request is approved, your balance updates and the shifts hand back to the roster automatically.

When to use it

  • You want to book annual leave or a day off
  • You need to take personal or carer’s leave
  • You’re checking your balance before requesting time off
  • You want to see which shifts the leave would affect
  • You’re submitting a request for your manager to approve

How it works

Step by step.

Human Capital Management in Hexis — One worker record, from first day to last.
Human Capital Management in Hexis — One worker record, from first day to last.
  1. 1

    Start a request

    Open leave and start a new request. You’ll choose what kind of leave and when.

  2. 2

    Pick the type and dates

    Choose the leave type — annual, personal, carer’s or other — and set the dates you want off.

  3. 3

    Check your balance

    See your current balance for that leave type so you know the request is covered before you submit.

  4. 4

    See the roster impact

    The request shows which rostered shifts fall in your dates, so you and your manager both know what needs cover.

  5. 5

    Submit for approval

    Submit the request. It goes to your manager’s leave inbox for a decision and you’ll be notified of the outcome.

Worked example

Follow it through.

The scenario

Maya Chen wants annual leave from Mon 23 Jun to Fri 27 Jun and has two shifts rostered that week.

  1. 1 Open leave and start a new request.
  2. 2 Choose Annual leave and set the dates Mon 23 Jun to Fri 27 Jun.
  3. 3 See her annual balance — 9 days available, well over the 5 requested.
  4. 4 See the two rostered shifts that fall in the window flagged for cover.
  5. 5 Submit the request.

The result

Maya’s request goes to her manager with the balance and roster impact attached, and she’s notified once it’s decided.

Tips & notes

Good to know.

  • Check the balance before you submit — it’s right there, so there’s no guessing whether you have the days.
  • The roster impact tells your manager what cover they’ll need, which usually means a faster yes.
  • Request earlier rather than later for shifts that are hard to cover; it gives the roster time to fill the gap.
  • Once approved, your balance updates and the shifts hand back to the roster without you doing anything else.

When you’re done

Your leave request is submitted with your balance and roster impact attached, ready for your manager to decide.

Ready to try it?

Every task here is a guided flow inside Hexis — the assistant walks you through it on your real data, with a person always on the call that matters.