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| Using the WageLoch Mobile App and Staff Portal, your staff can send you a request for leave or submit unavailability. | | Using the WageLoch Mobile App and Staff Portal, your staff can send you a request for leave or submit unavailability. |
| This guide will show you how to view those requests, edit them and approve or decline as necessary.<br><br>
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| When your staff member has requested leave or unavailability, you will receive an email notifying you (if you turned | | When your staff member has requested leave or unavailability, you will receive an email notifying you (if you turned |
| this on during the setup) and WageLoch Roster will notify you when you next open it.<br> | | this on during the setup) and WageLoch Roster will notify you when you next open it.<br> |
| ==Managing Leave==
| | If you don't wish for staff to use the App for booking leave or submitting availability, you can also manually book these requests. |
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| [[File: Add-Manual-Leave.png|250px|link=Create Manual Leave Requests]] [[File: A-D-Leave.png|250px|link=Approve/Decline Leave Requests]] [[File: Edit-pend-leave.png|250px|link=Edit Pending Leave Requests]] [[File: E-d-app-leave.png|250px|link=Edit/Delete Approved Leave]]
| | The sections in this guide will show you how to view Mobile App requests, edit, approve or decline as necessary, as well as how to complete manual bookings and modify/delete approved requests. |
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| ===Creating Manual Leave Requests===
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| * Click on the Calendar icon in the top right corner.
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| * When the page loads, click on the Calendar tab.
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| * Click Create Leave in the bottom left corner.
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| <br>
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| [[File: 0.1 Click on Calendar Icon.png|350px]] [[File: 0.2 LEAVE CALENDAR CATEGORY.png|600px]]
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| <br>
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| * Select the employee who is wanting to book leave.
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| * Select the day or dates the employee will be on leave for.
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| <br>
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| [[File: 0.3 LEAVE SELECT EMPLOYEE.png|300px]] [[File: 0.4 LEAVE SELECT DATES 1.png|420px]]
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| <br>
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| * In the shift rows below, left-click and drag their normal shift times in.
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| * Right-click on the shift, go to Roles and assign the leave type.
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| <br>
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| [[File: 0.4 LEAVE SELECT DATES 2.png|675px]] [[File: 0.5 LEAVE RIGHT CLICK LEAVE TYPE.png|775px]]
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| <br>
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| * Add this for each day, or try and use right-click Copy and right-click Paste.
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| <br>
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| [[File: 0.6 LEAVE RIGHT CLICK COPY.png|450px]] [[File: 0.7 LEAVE RIGHT CLICK PASTE.png|650px]]
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| <br>
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| * Click Save to approve the leave request.
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| * The system will tell you Leave was saved successfully.
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| * Your employee now has leave booked!
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| <br>
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| This request will now sit in the system until the roster and timesheet period the leave is in, which will pre-populate data and let you know the staff member they're away.
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| <br><Br>
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| [[File: 0.8 LEAVE CLICK SAVE.png|650px]] [[File: 0.9 Booked.png|750px]]
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| <br><br>
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| === Manual Bookings - A Quick Clip=== | | ==Management== |
| [[File:Manual-leave.gif]] | | [[File:Pending-requests.png|link=Pending Requests]] [[File:Calendar.png|link=Calendar]] [[File:Availability.png|link=Availability]] [[File:Staff-leave.png|link=Staff Leave]] |
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| ---- | | [[File:Leave-templates-new.png|link=Leave_Templates]] [[File:Leave-permit-restrict.png|link=Mobile App/Portal: Leave Permissions and Restrictions]] |
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| ===Approving/Declining Pending Requests=== | | ==Staff== |
| * Open Wageloch Roster and sign in.
| | If you're a staff member trying to work out how to book leave through your Mobile App or the Staff Portal, please have a look at the guides below: |
| * Click on the Calendar icon in the top right corner.
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| * You’ll be presented with a Pending Requests section.
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| * Here you will see requests that staff have submitted that is waiting for you to approve or decline with any comments they have left (i.e. doctors appointment, moving house, etc.).
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| * Tick the box on the left side of the request and click either Approve or Decline.
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| ** If you approve the request, it will slot into the Calendar, rosters and timesheets for the date(s) in question.
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| ** If you decline the request, you will be asked to provide a reason which will be sent to the staff member.
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| * Click Done to save and exit.
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| <Br>
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| [[File:
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|
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|
| ---- | | [[File:Use-m0b-app-new.png|link=Using_The_App]] [[File: Sportal.png|250px|link=Staff Portal Guide]] |
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| ===Editing Pending Requests===
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| * Open Wageloch Roster and sign in.
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| * Click on the Calendar icon in the top right corner.
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| * You’ll be presented with a Pending Requests section.
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| * Here you will see requests that staff have submitted that is waiting for you to approve or decline with any comments they have left (i.e. doctors appointment, moving house, etc.).
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| * Double-click on the name to bring up their request.
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| * Here you can edit the type of leave, adjust the start/finish times or add/remove days.
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| * Once complete, click Save to update.
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| * This will immediately approve the leave request and slot it into the Calendar, rosters and timesheets.
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| * Done to save and exit.
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| <br> | | <br> |
| ----
| | <br> |
| | | <br> |
| ===Editing/Deleting Booked Leave===
| | [[File:Back-button-new.png|link=Booking Leave and Unavailability]] [[File:Home-button-new.png|link=Main Page]] [[File:Next-button-new.png|link=Approve/Decline Leave Requests]] |
| In the event that a staff member has booked leave already and needs to cancel it or change the leave slightly, you have the ability to modify the leave request after it’s been booked.<br>
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| * Open Wageloch Roster and sign in.
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| * Click on the Calendar icon in the top right corner.
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| * Click on the Staff Leave category.
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| * You’ll see a list of names for all advance leave.
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| * Click on the small arrow to the left of the name to expand the requests.
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| * Click on the small arrow next to the leave type to bring up the requests.
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| * Click on the request to load it.
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| * Here you can edit the type of leave, adjust the start/finish times or add/remove days.
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| ** To delete a request, click the Clear All button.
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| * Once complete, click Save to update.
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| * This will immediately approve the leave request and update the Calendar, rosters and timesheets according to the changes you've made.
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| * Done to save and exit.
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| <br><br>
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| [[File:Edit-delete-leave.gif]] | |
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| ==Managing Unavailability==
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| ===Creating Manual Unavailability===
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| * Click on the Calendar icon in the top right corner.
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| * Select the Unavailability tab.
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| * Click Create in the bottom left
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| * Select the employee to enter availability for.
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| * Select the date range the availabilities will apply (days, weeks, months).
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| ** You can also pick weekly or fortnightly depending on your roster cycle or if the employee rotates each week.
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| * For each day, pick if the employee can work, can't work, or whether there are time limitations.
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| * Click Save to update.
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| <br><Br>
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| [[File:Manual-avail.gif]] | |
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| ===Approving/Declining Unavailability===
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| * Open Wageloch Roster and sign in.
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| * Click on the Calendar icon in the top right corner.
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| * You’ll be presented with a Pending Requests section.
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| * Here you will see unavailability requests with dates and times of when staff are available over a date range, as well as leave.
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| * Tick the box on the left side of the request and click either Approve or Decline.
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| ** If you approve the request, it will slot into the Calendar, Unavailability section and rosters and for the date(s) in question.
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| ** If you decline the request, you will be asked to provide a reason which will be sent to the staff member.
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| * Click Done to save and exit. <br>
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| ===Editing Unavailability===
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| If a staff member has submitted unavailability and its sitting in the Pending Requests area, or has already been approved, you can still modify the request.<br>
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| * Open Wageloch Roster and sign in.
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| * Click on the Calendar icon in the top right corner.
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| * You’ll be presented with a Pending Requests section.
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| * Here you will see unavailability requests with dates and times of when staff are available over a date range, as well as leave.
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| * To edit pending unavailability:
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| ** Click on the staff name to bring up the request.
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| ** You can now edit the date range or change the availability on any of the days.
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| ** Save to complete and approve.
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| * To edit approved unavailability:
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| ** Click on the Unavailability category
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| ** Click on the staff name to bring up the original request.
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| ** You can now edit the date range or change the availability on any of the days.
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| ** OK or Done to complete and approve.
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| * Done to save and exit.
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| <br><br>
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| [[File:Edit-avail.gif]] | |
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| ===Deleting Unavailability=== | |
| If a staff member needs to delete their existing availability to reapply, or you don’t wish to edit their original request, you can opt to delete it instead.<br>
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| * Open Wageloch Roster and sign in.
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| * Click on the Calendar icon in the top right corner.
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| * Click the Unavailability category.
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| * Tick the box to the left side of the unavailability you want to delete.
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| * Click Delete at the bottom left.<br>
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| <b>NOTE:</b> <i>After a date has passed, Wageloch will automatically archive the request.</i>
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| <br><br>
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| [[File:Delete-avail.gif]]
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