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My Time Off Page – Overview

Summary

The "My Time Off" page allows users to view and manage their leave requests. It provides various features such as filtering options, a search bar, and the ability to submit new leave requests or download leave data.


In this article

  • Before you begin
  • Step 1: Access the My Time Off page
  • Step 2: Use the Leave Grid View 
  • Step 3: Search Bar
  • Step 4: Apply Filters
  • Step 5: Download Leave Data 
  • Step 6: Year Dropdown
  • Step 7: Submit a New Leave Request
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have an active Plumm account and the necessary permissions to access the "My Time Off" page.
  • Your leave data should already be submitted and visible in the grid to make full use of the features.

Step 1:  Access the My Time Off page

  1. Log in to your Plumm account. Click on the 9-dot menu at the top-left corner of your dashboard and select Core.
  2. On the left-hand panel, look for the My Time Off menu under the Time section.
  3. Click on My Time Off. You will then be redirected to the Time Off page.

Step 2: Use the Leave Grid View

  1. On the "My Time Off" page, you will see a grid displaying all the leave requests you have submitted like Approved, Pending, and Cancelled.
  2. The grid will show leave details such as Policy, From Date, To Date, Total Duration, Units, Request Date and Status.
  • Policy – Type of leave applied (e.g., Annual, Sick, Comp Off).
  • From Date – Starting date of the leave.
  • To Date – Ending date of the leave.
  • Duration – Total leave length (days/hours).
  • Units – Leave applied as Days, Half-day, or Hours.
  • Request Date – Date when the leave request was submitted.
  • Status – Current stage of the request (Pending, Approved, Cancelled).

Step 3: Search Bar (left side of the page)

  • Use the search bar to quickly find leave requests by typing keywords (e.g., policy name, status).
  • Example: typing “Sick” will show only sick leave requests.

Step 4: Download Leave Data

  1. Filter Option (icon next to the search bar)
    • Click Filter icon to open advanced filtering options.
    • This allows you to refine and narrow down the leave records displayed in the grid.
  2. Available Filter Conditions: You can filter based on multiple fields:
    • Policy Type – Filter by leave policy (Annual, Sick, Comp Off, etc.).
    • From Date – Show leave requests starting from a specific date.
    • To Date – Show leave requests ending on or before a specific date.
    • Unit – Filter by leave unit type (Days and Hours).
    • Request Date – Find requests based on when they were submitted.
    • Status – Filter by current status (Pending, Approved, Declined, Cancelled).
  3. Add Another Condition
    • Click “Add Another Condition” to combine multiple filters.
    • Example: Policy Type = Sick Leave AND Status = Approved.
  4. Save Filter
    • After selecting conditions, click Save to apply the filter.
    • The grid will refresh and only show records that match your selected conditions.

Step 5: Download Leave Data

  1. Click the Download Button (icon next to filter option)
    • In the "My Time Off" page, you will see a "Download" (downward arrow icon) button.
    • Once clicked, the system will generate a file containing your leave records.
    • The file will be downloaded in the selected format, such as Excel (.xlsx) or CSV (.csv).
  2. Data Included in Download
    • The exported file generally contains all grid fields like Policy, From Date, To Date, Duration, Units, Request Date, and Status.
    • If filters are applied (Step 3), only the filtered data will be downloaded.
    • If no filters are applied, the full leave history will be included.

Step 6: Year Dropdown (top-right corner)

  1. Year Dropdown
    • On the top-right side of the page, you will see a Year dropdown.
    • This allows you to view leave records for each year.
  2. View Data by Year
    • When you select a year from the dropdown, the grid will automatically load the leave records for that particular year.
    • It will display all leave requests submitted within the chosen year (e.g., 2024, 2025).
  3. No Data Available
    • If no leave requests exist for the selected year, the system will display the message “Nothing to show here yet.”
    • This helps confirm that either no requests were made or the data hasn’t been recorded for that year.

Step 7: Year Dropdown (top-right corner)

  1. In the "My Time Off" page, you will see a "Submit Request" button on the top-right corner.
  2. Click the "Submit Request" button to initiate a new leave request.

Frequently Asked Questions (FAQ)

1. Can I filter leave data by a specific year?

Yes, you can use the Year Filter dropdown to filter your leave data by the year.

2 .Can I search for specific leave requests?

Yes, you can use the search bar to search within the leave grid data for specific requests.

 

3. What can I do with the "Download" option?

The "Download" option allows you to export your leave data for record-keeping or analysis.

4. Can I apply multiple filters at once?

Yes, you can combine several filters by clicking "Add Another Condition" to refine your leave data further.