A manager can create a staff absence/holiday by going to the Staff page and clicking on the staff member’s profile. To add an absence/holiday, go to the Staff Scheduling section to open the staff member’s schedule. Click in the ‘All day’ box of the day the absence/holiday is to be added on. This will open a ‘Create – Absence’ form in which the manager can enter details about the staff member’s holiday.
- The type of absence/holiday can be selected from this drop-down menu, either Holiday, Late Start, Early Finish, Sickness, Dependent Leave or Compassionate Leave.
- The date of the request will be auto-filled to the current date. This date cannot be changed.
- The start date of the absence/holiday can be entered here. This will be auto-filled with the date the user clicked on to create the absence/holiday but can be changed by clicking in the field and selecting the required date from the calendar that appears.
- The finish date of the absence/holiday can be entered here. This will be auto-filled with the date the user clicked on to create the absence/holiday but can be changed by clicking in the field and selecting the required date from the calendar that appears.
- A reason for the holiday can be selected from this drop-down menu – either Annual Holiday, Medical or Other.
- Any notes or a description of the absence/holiday can be entered in this field.
- The staff member’s total holiday entitlement in hours per year is displayed here. For more information on holiday entitlement, please refer to the Staff -> Contract/Entitlement documentation on the Support Portal.
- The holiday hours that will be used in the absence/holiday the manager is currently creating is displayed here. This will default to the number of hours the staff member is contracted to work in a day but can be changed manually.
- The total number of holiday hours the staff member has used in the current contract year is displayed in this field.
- The total number of holiday hours the staff member has remaining in the current contract year is displayed in this field.
- This tick box is used to indicate if this absence/holiday will be unpaid.
- The manager can add any notes relating to accepting/declining the absence/holiday in this field.
Upon clicking ‘Save’ the absence/holiday will be added to the staff member’s schedule.
The absence/holiday will also be added to the branch calendar. To view staff absences on the branch calendar, go to the Calendar page and tick the ‘Show Staff Absence’ box.