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Requesting Time Off on Plumm Application

Summary

Plumm enables employees to request, manage, and track time off directly within the platform. The streamlined workflow ensures clear visibility for managers and employees, and centralizes all time-off records.


In this article

  • Before you begin
  • Step 1: Submit a time-off request
  • Step 2: Track and manage your requests
  • Step 3: Common errors & fixes

Before you begin

To request time off in Plumm, you must be a registered employee with an active Plumm account and have access to the Time Off module in your dashboard.

Step 1. Submit a time-off request

A) Navigate to Time > My Time Off

  • Open the application and go to the Time module.
  • Click My Time Off to view your leave balance and past requests.
  • If you don’t see My Time Off, it usually means you lack permission or your employee status isn’t Active — contact HR or your admin.

B) Click Request Time Off (upper-right corner)

  • This opens the leave request form. Most systems mark required fields or show inline validation.
  • Tip: Use the form only when you have confirmed dates and leave type — drafts may not save in some systems.

C) Select the type of leave (Vacation, Sick, Personal Day, etc.)

  • Choose the correct policy (e.g., Vacation for holiday, Sick Leave for medical absence, Comp Off for overtime compensation).
  • Be aware of eligibility rules (some leaves require minimum tenure or manager/HR approval). If unsure, check your company’s leave policy or the help text beside each option.

D) Choose your start and end dates

  • Use the date-picker to select single-day or multi-day ranges. For single-day requests, set start and end to the same date.
  • The calendar will often prevent selecting past dates (unless you’re submitting a retrospective regularization) or conflicting dates that overlap an approved leave.
  • Watch for public holidays and blackout periods (some teams restrict leave around critical release dates).

E) Choose if you are applying for All day / Morning / Afternoon / Custom hours

  • All day = full working day(s).
  • Morning / Afternoon = partial day options. These map to predefined time slots (for example, morning might be 9:00–13:00; afternoon 13:00–18:00) — exact hours depend on your company settings.
  • If your company supports hourly leave, choose the Custom hours option and enter the specific start/end times of your Custom hours leave.

F) Optionally, add a note for your manager

  • Use this field to explain the reason succinctly and provide a coverage plan. A good format:
    • Reason: Doctor appointment / Family event / Vacation.
    • Coverage: “I will hand off urgent tasks to Priya; I will be reachable on phone for emergencies.”
  • Keep it professional and specific — this speeds approvals.
Example note:
“Medical appointment in the morning (will be offline 10:00–12:00). Ramesh will handle urgent tickets; reachable at +91-98xxxxxxx if needed.”

G) Optionally, add an attachment

  • Attach supporting documents when required: medical certificate, travel itinerary, wedding invitation, or HR forms.
  • Common constraints: file types (PDF, JPG, PNG) and size limit (e.g., 5–10 MB). If upload fails, compress or convert the file.
  • Name attachments clearly (e.g., Medical_Certificate_Aug2025.pdf).

H) Click Submit Request

  • After submission you should get an on-screen confirmation (toast or dialog) and the request moves to Pending.
  • The request is routed to your manager (or delegated approver) for review. The manager usually gets an email/in-app notification.

Step 2. Track and manage your requests

  1. Go to Time > My Time Off
  2. View the status of each request (e.g., Pending, Approved, Declined)
  3. Click on a request to view full details or cancel a pending request if needed
  4. Use the calendar view to see your time-off history and upcoming approved leave

Step 3. Common errors & fixes

  • “You can only request time off for Active users” — the employee must be marked Active.
  • Insufficient balance — check your leave balance first; attach manager approval if you’re allowed to go negative or use unpaid leave.
  • Overlapping requests — close or cancel the conflicting request, then resubmit with corrected dates.
  • Attachment upload fails — check file size/type or try another browser.

Best practices / checklist before you submit

  • Check your leave balance and company leave rules.
  • Confirm project deadlines and get verbal manager sign-off for long leaves if needed.
  • Add a clear coverage plan in the note.
  • Attach any required documents (medical proof, tickets).
  • Apply early — especially for long leaves or peak seasons.

Frequently Asked Questions (FAQ)

1. Who can request time off in Plumm?

Only employees with an active Plumm account and access to the Time Off module can request time off. Contractors or external users may not have access to this feature.

2. What types of leave can I request?

Plumm supports various leave types such as:
  • Paid Vacation
  • Sick Leave
  • Personal Day
  • Unpaid Leave
  • The available types may vary based on your company’s leave policy.

3. Can I edit or cancel a submitted request?

You can cancel any pending request directly from the Time Off dashboard. Once approved, you may need to contact your manager or HR to make changes.

4. How will I know if my request is approved?

You will receive a notification in Plumm and/or via email once your manager approves or declines your request.

5. What if I don’t see the Time Off option in my profile?

If you cannot access the Time Off module, reach out to your system administrator or HR team. You may not have the necessary permissions.

6. Is my leave balance automatically updated?

Yes. Once a time-off request is approved, your available leave balance will be updated automatically based on your company’s accrual settings.

7. Can managers request time off too?

Yes. Managers can request time off the same way as employees. However, their approval process may vary depending on your organization’s hierarchy.