Approve & Decline Leave

 Overview

Once a Leave Request is created, Admin/HR will receive a notification. To view the notification, click on the flag notification located at the top right of the page.

This will bring up a list of all notifications.

Select the notification for the Leave request to enter Leave Confirmation page.

Leave Confirmation Page

Within the leave confirmation page are the following details:

• Leave Request Details:

  • Leave type

  • Name of Staff requesting leave

  • The leave period 

  • Reason for requesting leave

• Approve/Decline and Area Select  

  • Approve (Green): 

    • A Leave Request will not take effect until the user approves the request by clicking in the bottom right of the Leave Confirmation page. Once approved, the staff who requested the leave can no longer be assigned to a shift that occurs in the period the leave request was set to.

    • An approved Leave Request will be highlighted in blue in the Leave Calendar. Find out more about leave statuses in Leave Calendar. 

  • Decline (Red):

    • To decline the Leave Request, click  in the bottom left of the Leave Confirmation page. A declined Leave Request will not show on the Leave Calendar.

  • Area:

    • This allows you to select a specific area for the leave request if leave is paid or if staff are requesting leave before/after a shift. This is not a mandatory field.

  • 

• Overlapping Shifts

  • When staff request leave any shifts that they have been assigned within the same leave request period will be displayed under the leave request on the leave approval page.

  • The shift status will be displayed next to the shift. If the shift is already booked but the leave request is approved, then the shift will be labelled Pending. 

Decline Approved Leave

There are two options for the leave decline process:

1. To decline an entire period of an approved leave request select Decline 

2. To decline only a selected leave date choose Decline This Leave

Bulk Approve leave

To bulk approve leave requests, navigate to Staff --> Leave --> List. 

This will direct you to the leave list page.

To bulk approve leave, nominate the leave requests you wish to approve by selecting the box next to the leave. If leave it to be paid then assign the area in which the leave is to be charged from.

Once the leave requests have been selected and their areas allocated, select the green Approve Selected tab.

Note:  Area is important as it determines where the leave is to be charged from and thus determines what rate/s will be applied to the leave. Therefore ensure that an area is assigned to each leave request that is to be approved. If no area is allocated the following error message will be displayed: Validation Failed: Area Not provided.

 Once leave is approved it will appear in the leave calendar and no longer displayed in the leave list.