Getting Started

Explanatory Notes We recently introduced the ability for users to upload explanatory notes to the LeaveWizard system from both the web app and the mobile app. This article explains how you can set up explanatory note usage on LeaveWizard and how the notes can be tracked and uploaded. Setting Up Explanatory Notes As an Administrator

Request Restrictions Request Restrictions allows you to define groups of users that are allowed to request specific leave types. These groups are know as ‘Event Type Request Restrictions User Groups’. They can either be manually created when needed or they will be created automatically when a new user is added and they are configured to

Leave Visibility Leave Visibility allows you to define groups of users that are visible to a particular user even though they may be in different workgroups and not normally visible to that user. Creating and managing Leave Visibility groups is available to Administrators from ‘Settings’ on the main menu. Select the ‘Leave Visibility’ sub menu.

Restricted Periods Event restriction periods allow you to define periods of time when the total number of users throughout the organisation or in a certain workgroup / custom group can be off at the same time. Although you can still restrict the number of users off at the same time per workgroup, location or even

Leave Restrictions Leave restrictions allows you to define groups of users and the total number of users from each group that can be off at the same time. You can also restrict the number of users off at the same time per workgroup, location or even the entire organisation elsewhere on LeaveWizard and links are

Report Generation LeaveWizard includes comprehensive report generation capability and provides five different basic leave reports that administrators can generate from within the application. Also, if ‘Bradford Factor’ calculation is enabled for the company then the option to provide a ‘Bradford Factor’ report will also be available. This is in addition to a Monthly Allowance report

Room Booking The room booking function allows an administrator to set up a number of rooms that can be booked by selected users. These bookings are displayed on the Room Booking calendar within LeaveWizard and can also be synchronized with an external Outlook or Google Calendar. Enable Room Booking When a company is created on LeaveWizard

Work Patterns LeaveWizard supports flexible work (shift) patterns suitable for full time and part time staff. Multiple virtual representations of actual work patterns can be created. These work patterns can be assigned to locations, work groups or to users. With precedence in that order, i.e. An assigned user work pattern overrides a work group one

External Calendars LeaveWizard allows external calendar applications that support iCalendar (iCal), primarily Outlook calendar and Google Calendar, to display LeaveWizard user events. Leave information can then be viewed anywhere the user has access to Outlook or Google calendar including on a smart phone. Setting Up Calendar Integration Users can either subscribe to all personal leave

Monthly Allowance Report As an administrator you can optionally select if a monthly allowance report email is sent to all users in your company at the beginning of every month. Enabling The report You can enable this function by setting ‘Do you want to send a monthly allowance report to each employee?’ to ‘Yes’ in