If your company uses Pilot’s Time Off feature, you can submit requests for time off through the platform. You can also withdraw, edit, and archive requests.
To submit a request for time off:
In your Pilot account, click the Time off tab in the left-hand side of your account.
On the Time off page, click ‘Request time off.’ (Note: If this is your first time submitting a request, you’ll click the ‘Request time off’ button. If you’ve submitted a request before, click ‘Request time off’ in the upper right corner)
In the calendar of the Request time off window, the current day will be bolded in red. Click the days that you would like to take off. (Note: It is up to the requestor to be aware of public holidays and other non-working days such as weekends. Only select the days for time off when you would normally be working.)
In the Type dropdown menu, choose the type of time off, such as Vacation or Sick Time Off. The options shown may vary according to your company’s preferences.
Add a note for your manager.
Click ‘Send request.’ Your manager and any account administrators for Pilot’s company account will be notified about your request by email. Click ‘Close’ to close the confirmation window, or click ‘Withdraw’ to withdraw the request. To view the submitted request, click the arrow to the right of it in the Time off page.
Once your manager or account administrator has approved or declined your request, you will be notified by email.
To withdraw a submitted request:
After you submit a time-off request, you can withdraw the request either by following Step 6 above, or by locating the request in the Time off page and clicking the three dots to the right of the request and selecting ‘Withdraw.’ Your manager and any company account administrators will be notified by email about your withdrawal.
To edit a submitted request:
If you would like to edit a submitted request, you can make a copy of the request and then make your preferred changes. To do so, locate the submitted request in the Time off page and click the three dots to the right of it. Choose ‘Edit request’ (or, if you have already previously withdrawn the request, select ‘Copy as a new request.’).
In the Request time off window, make your preferred edits, and then click ‘Send request.’ Your manager and any company account administrators will be notified about your request by email, and you’ll be notified by email when they approve or decline your request.
To archive a request:
You can archive a request that has been withdrawn, declined, or approved. To archive a request, locate it in the Time off page and click the three dots to the right of it. Select ‘Archive.’ (Note: If you click the arrow to the right of the request, you can also click ‘Archive’ from the request details window.) The archived request will now be moved into the Archived tab of the Time off page.