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Requesting Time Off on Plumm Application

Summary

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



In this article

  1. Before You Begin
  2. Step 1: Submit a Time-Off Request
  3. Step 2: Track and Manage Your Requests
  4. Frequently Asked Questions (FAQ)

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

  1. Navigate to Time - My Time Off
    • Log in to your Plumm account.
    • Click on the 9-dot menu at the top-left corner of your dashboard and select Core.
    • On the left-hand panel, look for the My Time Off menu under the Time section.
    • Click on My Time Off, and you’ll be redirected to the My Time Off page.
    • If you don’t see the My Time Off tab, it likely means you don’t have permission or your employee status isn’t active. Contact HR or your admin.
  2. Click Submit Request (Top-right corner)
    • This will open the leave request form. All fields in the form are required.
  3. Policy:
    • Choose the appropriate policy from the dropdown menu (e.g., Vacation for holidays, Sick Leave for medical absence, Comp Off for overtime compensation).
  4. Reason:
    • Choose the appropriate reason from the dropdown
  5. Choose Your From and To Dates:
    • Use the date picker to select single-day or multi-day ranges. For a single-day request, set both the start and end date to the same day.
    • The calendar will often prevent selecting past dates (unless you're submitting a retrospective regularization) or conflicting dates that overlap with an approved leave.
    • Watch for public holidays and blackout periods (some teams restrict leave around critical release dates).
  6. Duration:
    • Choose If You Are Applying for All Day / Morning / Afternoon / Custom Hours
    • All day: Full working day(s).
    • Morning / Afternoon: Partial day options that correspond to predefined time slots (e.g., morning might be 9:00 AM–1:00 PM, and afternoon might be 1:00 PM–6:00 PM). Exact hours depend on your company settings.
    • Custom hours: If your policy is hourly leave, choose the Custom Hours option and enter the specific start and end times of your leave.
  7. Optionally, Add a Note for Your Manager:
    • Use this field to briefly explain the reason for your leave and provide a coverage plan. A suggested format is:
      • Reason: Doctor's appointment / Family event / Vacation
      • Coverage: "I will hand off urgent tasks to James; I’ll be reachable on my phone for emergencies."
    • Keep it professional and clear - this will help speed up approval.
    • Example note:
"Medical appointment in the morning (offline from 10:00 AM to 12:00 PM). James will handle urgent tickets, and I’ll be reachable at +44-78xxxxxxx if needed."
  1. Optionally, Add an Attachment:
    • Attach any required documents, such as a medical certificate, travel itinerary, wedding invitation, or HR forms.
    • Common constraints include file types (PDF, JPG, PNG) and size limits (e.g., 5-10 MB). If the upload fails, try compressing or converting the file.
    • Name attachments clearly (e.g., Medical_Certificate_10Aug2025.pdf).
  2. Click Submit:
    • After submitting, you should see a toast notification, and your request will be marked as Pending.
    • The request will be routed to your manager (or designated approver) for review. The manager will usually receive an email or in-app notification.

Step 2. Track and manage your requests

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


Best Practices / Checklist Before You Submit

  1. Check your leave balance and review your company’s leave rules.
  2. Confirm project deadlines and get verbal approval from your manager for long leaves if needed.
  3. Add a clear coverage plan in the note.
  4. Attach any required documents (e.g., medical proof, tickets).
  5. Apply early - especially for long leaves or during peak seasons.

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

  • 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.