Leave | Create Leave Requests for Users

1) Overview
2) Create leave requests through the user page
3) Create leave request through the roster
4) Creates leave requests through the timesheet
5) Convert timesheet shifts to leave shifts

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Leave | Calculation / Shift Length Troubleshooting

1) Overview

A leave request is required by most organisations for any form of planned leave or time away from work. A leave request contains important information regarding the time away and is sent to an individual within the organisation for approval.

If an organisation requires leave requests to be submitted then the following content can help to guide users through the process.

NOTE: A user's leave will be created in their most commonly worked role on the day that the request is created for.

2) Create leave requests through the user page

1. Click Leave.
   
2. Click Manage leave.
   
3. Select Create leave request for a specific user.
   
4. Select the user. The New leave request dialogue will be displayed.
   • Type & users.
     • Choose the leave type from the drop down.
     • Select if the request is paid or unpaid.
     • You can select more than one user for the request by clicking to toggle.
     • If your organisation is displaying entitlement balances inside of EE (Easy Employer), they will be displayed on the dialogue.
     • Click Next.
       
5. Dates.
   • Select the dates of the request by clicking the calendar icon.
   • Leave automatically calculate ticked to let the system automatically calculate hours based on the user standard working pattern.
     • Full timer - based on a 38 hour week Monday to Friday, the system will create the leave shifts for 7.6 hours on each day (the leave shift will automatically be nullified on a day if there is a public holiday that falls into this period and it is on a standard day for the employee).
     • Part timer - the system will create the leave shifts based on an average of the employees roster shifts over a 8 week period (this is the system default, your organisation might have a custom arrangement. The leave shift will automatically be nullified on a day if there is a public holiday that falls into this period and it is on a standard day for the employee).
   • Click Next.
     
6. Comment.
   • Enter a comment if it is applicable (this comment will be viewable by any manager that has access to this user and also the user you are creating the request for).
   • Click Next.
     
7. Review.
   
   • Review the information.
   • Click Previous to go back and make any changes.
   • Click Finish.
     
8. The leave request has now been created.
9. The user will receive a notification that the request has been created.

10. If the request is for the current timesheet period, leave shifts will now show on the timesheet.

3) Create leave requests through the Roster

1. Open the Roster.
   
2. Choose the sites and click Submit.
   
3. Click the user's name and select Leave.
   
4. This will open a new tab displaying the leave for an individual user.
   
5. Click Edit to modify a leave request.
   
   Click Delete to remove the leave request.
   
   Click Create leave request to create a new request.
   
6. Follow the instructions above, Creating a leave request through the user page to create the leave request

4) Creates leave requests through the timesheet

1. Open the Timesheet.
   
2. Choose the sites and click Submit.
   
3. Click the user's name and select Leave.
   
4. This will now show any leave in the current roster period.
   Click the three-dot Actions icon to Edit, Delete, Edit end or get Information, or click on Create leave request to create a new request.
   
5. Follow the instructions above, Creating a leave request through the user page to create the leave request

5) Convert timesheet shifts to leave shifts

If your organisation generates timesheets based on the roster shift, and not by our time collection systems, converting a timesheet shift to a leave shift could be useful

1. Open the timesheet.
2. Click the shift you would like to convert to a leave shift.
3. Click Edit actual shift and the edit actual shift dialogue will show.
   
   Click Convert to leave to change the shift to a leave shift.
   
4. Convert to leave dialogue.
   
   • Choose the leave type.
   • Choose if the request is paid or unpaid.
   • Click Save.
   
5. The timesheet shift will now show as a leave shift.