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Leave

This article is for site admins only. Learn how to create and manage leave types, alerts and rules

Charles Lynam avatar
Written by Charles Lynam
Updated over 2 months ago

Leave Calendar

  1. When you are signed in as an admin and visit the leave menu, you will have additional options to create and manage leave for all the users;

  2. The calendar and the leave details will be shown for the current month;

  3. The calendar will show the user names and the leave type as an icon (if an icon is set). You can click on a user name and go the leave details page of that user;

  4. The leave list here will display more information on the leave duration, leave type, status and the user name in more detail. You may click on a row and view the leave details page (see below);

  5. You can filter or search and view the leaves that match the search criteria, import a leave list using a template, export the leave list to a PDF or Excel file, add a draft or published leave and even request leave on behalf of a user;

View Leave Details

When you click on a user name in the calendar or in the leave list, you will be taken to the leave details page. There are two screenshots shown below and they are both for the same leave details page.

  1. The top half of the page will show the leave details of a user;

  2. You may cancel, edit or delete a leave;

  3. The bottom half of the page will show the leave calendar. You can use the check boxes to filter out or select the leave types that are to be shown on the calendar;

  4. The calendar will show the leave type and duration in coloured bands;

Create a Leave Request

You may add a draft leave and approve it later, add a published leave that will be automatically approved and create a leave request. All these methods use the same page style and the same fields. The following example shows the "Add Draft Leave" method.

  1. Select the role, user and leave type;

  2. Select the leave start and end dates;

  3. Check if the user is committed to any published shifts during this proposed leave duration in the analysis section. The calendar shown below this section will reflect the selections in coloured bands;

  4. You may additionally add another option, such as a role that will display extra details in the calendar;

  5. The coloured bands here will show the number of staff on leave by department or roster during the date range selected;

  6. Click here to save the leave request;

View a Leave Request

  1. The leave page will show the calendar and leave list. The proposed leaves will be highlighted in orange and have the status "WAITING";

  2. Click on the calendar or on the list entry and you will be taken to the leave request details page - see below;

Approve or Reject a Leave Request

  1. The leave request page will show the details of the leave requested and its approval status;

  2. You can change the analysis checkboxes to view the impact this leave when approved will have on the rosters;

  3. The calendar will show the proposed leave in an orange band with the number of staff on other rosters during this period;

  4. You may approve, deny, edit or delete the leave request. If approved, the leave will be published and will appear in the roster calendars;

Check our related articles at the bottom of this page on how to create leave alerts, manage leave request rules, and see leave analytics.

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