Leave Requests

Different ways to add leave:

1. Employee submits a Leave Request (app or web portal)

2. Add a leave request for an employee (web portal)

• Select the staff
• Enter dates (mandatory)
• Select the Leave Type, how many hours they are using & Notes/Comments (all optional)
• Check the box next to the submit button if you are approving the leave as well
• Click Submit Leave Request

3. Directly to Rosters

💻 Rostering > Roster - Build Mode

Option 1 - Add a Leave Shift

• Scroll down to leave and press the + for the day you want to add the leave
• Select staff, leave type and number of hours
• Save Changes

Option 2 - Convert a work shift

• Hover the cursor over the shift
• Click edit (pencil icon)
• Click Move to Leave (change it to Personal Leave by default)

4. Timesheets (links to leave requests)

💻 Rostering > Log/Timesheets

• Get Staff Timesheets
• Click the + icon under leave hours for the employee/day
• Follow the steps above to add a leave request for an employee

When an employee submits a leave request, a notification email will be sent to designated email addresses.

➜ Configure Leave Approvers & Notifications

💻 Payroll > Leave Requests

Filter Options:

• You can filter the report by all staff or an individual
• Sort requests by Upcoming Leave, Leave Date, or Latest Submitted Date

To Approve/Reject Leave:

• Click Edit (green button)
• Check leave balances (Premium Plus Only)
• Check against other staff availability using the leave calendar
• Select Leave Type and hours to use
• Check the box if you want to notify staff
• Click Approve or Reject

Staff receive an email when leave has been approved or rejected and will be notified via the app if Notify Staff option is ticked.