All users can request leave from the dashboard using the ‘Request…’ button on the sub menu and selecting ‘Request Leave’ from the drop down.
Administrators and Managers can also request leave for themselves from the ‘My Leave’ page using the ‘Request Leave For Me’ button or for other users using the ‘Request Leave For…’ buttons on that sub menu…
or from the ‘Leave Requests’ page using the ‘Request Leave For…’ button on that sub menu.
Any of these actions will take you to a ‘New Event’ page to allow a leave event to be requested.
If you are requesting leave for someone else this setting allows you to select a work group from a drop down list of available work groups. If you are selecting for yourself it will not appear.
If you are requesting leave for someone else this setting allows you to select the user from a drop down list of members of the selected work group. If you are selecting for yourself it will not appear.
This setting allows you to select a leave type from a drop down list of available leave types. The remaining allowance and the approver(s) for the selected leave type is also displayed for your information.
This field allows you to enter a title for the leave event and it is pre-filled with the leave type name for your convenience.
This setting allows you to enter a start date for the leave event into a box or select the day from a pop up calendar. If the leave type is recorded in days then you can also select All day, Morning or Afternoon from a drop down. Alternately, if it is recorded in hours then you can enter a start time in a box or select the time from a pop up time picker.
This setting allows you to enter an end date for the leave event and works in a similar way to the Start Date setting.
This is a calculated field which the system will complete using the information from the start and end date settings. The duration will be days or hours depending on if the leave type is recorded in hours or days.
This field allows you to enter some notes about the leave event.
As an administrator you can enable cover for a leave type and optionally make it mandatory. These settings are in the ‘Selecting Cover’ section of the page for the Event type.
When enabled, the ‘Cover’ setting will be displayed on the ‘New Event’ page. The drop down allows selection of a user to provide the ‘cover’ from a list of available users. The user selected will be sent a notifications email when the request is made.
Submit / Cancel
These buttons allow you to either submit or cancel the entries you have made and return to the previous page.