Leave calendar

ENABLE: to enable this feature, email support@easyemployer.com 

Overview

The Leave Calendar is a calendar-based interface for leave. This replaces the Leave tab when the feature is enabled. Clicking Leave takes you directly into the Leave Calendar.

The Leave Calendar also acts as a management interface. You can click a leave request to view details in a sidebar and take actions like approve, decline, or delete.

Contents

Demonstration

Open the Leave Calendar

  1. Open your organisation in Easy Employer.
  2. Click the Leave tab.

Clicking Leave takes you directly into the Leave Calendar.

Calendar view options

By default the Leave Calendar shows one month at a time, and you can change to two months as required.

Leave Calendar sidebar options

The Leave Calendar sidebar is accessed through the cog. From the sidebar you can:

  • Export to CSV
  • Change sites as required
  • Use view filters or view toggles to control what is shown

The view options include:

  • Rows with unapproved shifts
  • Only high users without leave (as stated in the transcript)
  • Particular employment types
  • Particular leave types

After selecting your options, you can save them as your default, so every time you open the Leave Calendar it opens with those options selected. t.

TIP: If you regularly review the same employment types, leave types, or sites, save your selections as your default so the Leave Calendar opens the way you need it each time.

View and manage leave requests

You can click a leave request in the Leave Calendar. The leave request details appear on the right side in the leave request sidebar.

The leave request sidebar shows:

  • The name of the employee
  • The leave type
  • Total hours
  • Any insufficient balances
  • A projected balance
  • The leave shifts associated with the request

Approve, decline, or delete a leave request

When viewing an unapproved leave request, the following actions are available:

  • Approve
  • Decline
  • Delete

Create leave requests from the Leave Calendar

You can also create leave requests directly from the Leave Calendar.

  1. In the Leave Calendar, click the employee
  2. Click create leave request

The Leave Calendar updates in real time after the leave request is created.

FAQ

Can I save my filters and sites as the default view?

Yes. you can save your selections as your default, and it will open with those options selected each time. 

Can I export the Leave Calendar to CSV?

Yes. you can export to CSV from the Leave Calendar sidebar accessed through the cog.

Can I view more than one month at a time?

Yes. the calendar shows one month by default, and you can change to two months as required.

Does the Leave Calendar update automatically?

Yes, it has real time updates.