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ADDING/VIEWING LEAVE ON SCHEDULING CALENDAR
 
You can add or view all leave and work schedules using the Scheduling feature

 To access that, click on Scheduling, then choose either Department view or Employee view -

NOTE: We will focus on the Employee view. However, the functionality is similar in Department view. 

To see the Scheduling Calendar for an Employee:

  1. After choosing Scheduling > Employee, choose the Employee you wish to view (you will only see the employees your log in allows)
  2. You can choose to see either just Leave, the Scheduled Rules, or both
  3. You can also filter by Leave Type
  4. Hit the green Load button to see the Scheduling Calendar – 

 

On the Scheduling Calendar you can:

  1. See the employee’s shift for any day based on the Schedule the employee is tagged to
      
  2. See any Public Holidays that have been entered into Workforce
  3. See any approved leave 
    NOTE – Different types of leave can be colour-coded for easy reference. However, only approved leave will be shown

  4. Add leave directly on the Scheduling Calendar simply by double-clicking on an empty space on the date
    E.g. Double-clicking here   
    will bring up this Leave window –


     From here, choose:
    1. Leave Type
    2. Date range
    3. Deselect All Day to add a part day
    4. Add a Comment if you wish
    5. Upload a document if you wish
    6. Hit Save

       
  5. Edit an existing leave entry by double-clicking on the leave
    E.g. Double-clicking here will bring up this window –

    From here, you can edit:
    1. Leave Status
    2. Leave Type
    3. Date range
    4. Add a Comment if you wish
    5. Upload a document if you wish