Resource Manager

Resourcing, timesheets and billing in one place.

Plan who works on what, record time in seconds, and know exactly where every project stands against its budget.

  • Book people onto confirmed and tentative work, week by week.
  • Weekly timesheets with drag and drop, and time recorded as you go.
  • Budget burn, call-off drawdown, utilisation and forecasts.
  • Secure by design, and accessible to WCAG 2.2 AA.

Built for consultancies and professional services teams.

Resource Manager
Help centre

People and HR

Booking and approving leave

Request holiday, see it approved, cancel it, and see who is off on the team calendar.

Request leave from My leave. Your line manager approves or declines it. People with the Manage leave permission can decide anyone's leave if your line manager is away.

Booking leave

  1. Open My leave and select Book leave.
  2. Choose the Type of leave, such as annual leave or time off in lieu.
  3. Choose the From date and, for more than one day, the To date.
  4. For a single day, choose Which part of the day?: Whole day, Morning or Afternoon. For several days, you can make the first day Afternoon only (you start your leave at lunchtime) and the last day Morning only (you are back after lunch).
  5. Add a Note if your manager needs to know something. Do not include medical details.
  6. Select Send request.

Only the days you work are counted: days outside your working pattern and public holidays are skipped. You cannot book more annual leave or TOIL than you have, unless your organisation allows it, and you cannot book a day you already have leave on.

Your manager is emailed, and the request shows as Waiting for approval under Your requests. Pending leave counts as Booked in your balance.

Approving leave

When someone you manage asks for leave, you are emailed, and My leave says how many requests are waiting. Select Review, or open Leave approvals.

  • Approve: the leave is booked. It comes off the person's expected hours on their timesheet.
  • Decline: give a reason. The person is emailed with it.

You cannot decide your own leave.

Cancelling leave

Open the request from Your requests.

  • Waiting for approval: select Cancel this request. It is cancelled at once.
  • Approved: select Ask to cancel. Your manager is asked to agree. Until they do, the leave stands.

Leave that has finished cannot be cancelled. A leave manager can correct it with an adjustment. A leave manager can also cancel anyone's leave at once.

The team calendar

Team calendar shows a month at a time: who is off, who has leave waiting for approval, and half days. You see yourself, the people you manage, and the people in your departments. Choose a Department to narrow it. The type of leave is shown only to the person, their line manager and leave managers.

The home page also has Away today: one line naming the colleagues on the team calendar who are on approved leave or off sick today, with the leave type (where you can see it) and when the leave ends. Six are named at most, and Team calendar shows the rest.

Every request and decision is recorded in the request's History and in the audit log. See also Leave allowances.