Request time off in Slack with Palmy

To request time off with Palmy, the BuddiesHR time-off tracker for Slack, type /palmy anywhere in Slack, fill in the New leave request form and click Submit. The approver you picked gets a message to approve or reject it, and you get a DM when they decide.

Request time off in Slack#

Step 1: Open the request form#

Either:

• type /palmy in any channel or DM and press Enter, or
• open Palmy's Home tab and click ➕ New time off request under 🗓️ Your Time Off.

Step 2: Fill in the form#

Both options open the New leave request form:

• Leave type: for example 🌴 Paid Time Off (PTO). If the type has a quota, the form shows your balance, for example ⏳ Remaining « 🌴 Paid Time Off (PTO) » accrual: 12 days.
• Start date and End date: the end date must be on or after the start date.
• Number of « … » days: Palmy fills it in with the weekdays (Monday to Friday) between the two dates. Change it if a public holiday falls in the range, or for a half day (for example 0.5). See public holidays and half days.
• Approver (usually your manager): pick the person who should approve the request. Palmy fills in the approver of your last request.
• Note (optional): "Only you, your approver, and Palmy admins will see this note."

Step 3: Submit#

Click Submit. You get a DM 🟠 Your leave request was submitted, with a Cancel request button in case you change your mind. Your approver gets a DM with Approve and Reject.

Request time off on the web#

1. Open the web dashboard in Personal mode.
2. Click New leave request.
3. Fill in Leave type, Start date, End date, the number of days (in steps of 0.5), Approver (usually your manager) and an optional Note (optional) of up to 500 characters.
4. Click Submit. You see Request submitted.

The request then appears in My requests with the Pending status.

Why a request can be refused#

Related#

• Check your time off balance
• Cancel a time off request
• Approve or reject a time off request

Type /palmy help in Slack to see the command's usage at any time.