Plans change and mistakes happen. If you need to change or cancel time off you've already requested, you can do it directly from your holiday plan in Oak.
Any change to approved time off goes back for approval, and you can withdraw a request at any point until it has been approved.
This guide will walk you through changing or cancelling an absence request, submitting it for approval and checking its status.
This guide covers:
- Changing or cancelling booked time off
- Submitting your changes for approval
- Withdrawing a request
- Checking the status of your request
Before you start:
- An absence request must already have been submitted.
- To change someone else's absence, you need permission to manage their holidays.
Changing or cancelling booked time off
-
Go to the Actions button > Manage > Book time off.
To change someone else's absence, go to Manage people's holidays instead and search for the person. - Select the date you want to change, then select the description/absence type to open the options.
- All the fields can be changed. If the time off has already been approved, a notification banner will show along the top.
- Make your changes and select OK. To cancel the request, select Delete.
While waiting for approval:
- A changed date loses its folded top-right corner.
- A cancelled date has a white overlay.
Submitting your changes for approval
- If your changes need approval, a notification banner will appear at the top of the page. Select the banner to see your pending changes.
- Select Submit for approval.
- Tick the changes you want to submit, add comments for your reviewer if you'd like, and select OK.
- A green banner will appear under the breadcrumb to confirm your submission.
Withdrawing a request
You can withdraw a request until it has been approved.
- Select the arrow on the banner to see more detail.
- Select Withdraw.
- If several requests are waiting for approval, tick the ones you want to withdraw and select OK.
Checking the status of your request
- Select the date on your calendar. The description pop-up will open.
- For more detail, select the status button. It will show Cancelled, New or Pending, depending on where your request is up to.
Considerations, tips & guidance
- Approved time off still needs approval to change: any change or cancellation goes back to your approver.
- Changed your mind? Withdraw a request before it's approved, rather than submitting a second change.