Difference between revisions of "Leave Templates"

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Creating leave templates in Wageloch has the benefit of making leave booking easier in the
Creating leave templates in Wageloch has the benefit of making leave booking easier in the long run, especially if your staff don’t typically work a standard eight-hour shift.  
long run, especially if your staff don’t typically work a standard eight hour shift.
This document will outline:  
This document will outline:
* Creating a roster leave template for all applicable staff entitled to leave.
**Same format as a roster.
** Includes all employee’s standard hours in bulk.
** Can be set in rotations.
*  Individual leave templates
** Configure leave templates for each employee one at a time
** Only include normal shifts.


==Roster Leave Template==
* Creating roster leave templates for all applicable staff entitled to leave
===Enabling the Template===
** Same format as a roster
** Includes all employee’s standard hours in bulk
** Can be set in rotations
 
*Individual leave templates
** Configure leave templates for each employee one at a time
** Only include normal shifts
 
=Roster Leave Template=
==Enabling the Template==
[[File:1.1 Rosters.png|300px|thumb|right]]
* Open Wageloch and sign in.
* Open Wageloch and sign in.
* Click on the Settings cog in the top right
* Click on the Settings cog in the top right
Line 19: Line 21:
* Select how long the template will be for (1 week/fortnight, etc.)
* Select how long the template will be for (1 week/fortnight, etc.)
* Done to save.
* Done to save.
<br>
[[File: 1.1 Other Enable Leave Template.png|600px]]  [[File: 1.1 Commencement Date.png|517px]] 
[[File: 1.1 Rotation Length.png|600px]]


===Creating the Template===
==Creating the Template==
* After enabling the template, click on Rosters in the top left menu.
* After enabling the template, click on Rosters in the top left menu.
* In the top right corner in the Rosters drop menu, select Leave Template.
* In the top right corner in the Rosters drop menu, select Leave Template.
* Select the week/fortnight in question.
* Select the week/fortnight in question; this relies on your normal roster cycle.
** You’ll notice this is the same as a roster.
** You’ll notice this is the same formatting as a roster, however there are only days, no dates.
** This will ignore roster tools like leave and unavailability.
<br>
[[File: NEW-LEAVE-TEMPLATE.png|900px]]
<br>
<br>
[[File: NEW-LEAVE-TEMPLATE-2.png|900px]]
<br>
 
* You can create your leave template in a few different ways:
* You can create your leave template in a few different ways:
**from scratch, adding in shifts/staff as you go on the daily mode.
** From blank, adding in shifts/staff as you go on the daily mode.
** From scratch, switching to Roster by Staff Member to do one person at a time.
** From blank, switching to Roster by Staff Member to do one person at a time.
** Use the Copy From tool in the bottom right to copy from a previous roster or
** Use the Copy From tool in the bottom right to copy from a previous roster or another template.
another template.
* Once you’ve added in shifts for all the staff eligible for leave, click Save.
* Once you’ve added in shifts for all the staff eligible for leave, click Save.
* Your Roster Template is now ready to use!
* Your Roster Template is now ready to use!


==Individual Leave Template==
 
===Creating the Template===
[[File:NEW-TEMPLATE-DAILY.png|850px]] 
''Please note that you’ll need to ensure the Roster Leave Template is disabled for this to work.''
 
 
[[File: 1.2 Roster by Staff Member.png|850px]]
 
[[File: 1.2 Copy From.png|300px]]  [[File: 1.2 Copy from Different Roster.png|600px]]
<br>
 
=Individual Leave Template=
==Creating the Template==
[[File: NEW-INDI-TEMP.PNG|500px|thumb|right|Full view of Individual Template]]
<b>Please note:</b> The Roster Leave Template must be disabled for this to work.
 
* Click on Staff in the top left menu.
* Click on Staff in the top left menu.
* Select the name of the employee you wish to add the template for.
* Select the name of the employee you wish to add the template for.
* Select the Leave category on the staff card.
* Select the Leave category on the staff card.
<br>
[[File: 2.1 Staff.png|800px]]
[[File: NEW-INDI-TEMP-ZOOM.png|800px]]
<br>
* Here you can configure the individual leave template in a few different ways:
* Here you can configure the individual leave template in a few different ways:
** Set default length of work day to __ hours
** Set default length of work day to __ hours
Line 45: Line 74:
* Be sure to set a date to Start Template from.
* Be sure to set a date to Start Template from.
* Done to save.
* Done to save.
<br>
[[File:NEW-INDI-TEMP-SHIFT.png|800px]]


 
=Applying the Leave Template=
==Applying the Leave Template==
==Portal/Mobile App Requests==
===Portal/Mobile App Requests===
* Open Wageloch and sign in
* Open Wageloch and sign in
* Click the Leave Calendar icon in the top right.
* Click the Leave Calendar icon in the top right.
* Under the Pending Requests category, you should have a pending request.
* Under the Pending Requests category, you should have a pending request.
* Click on the name of the employee.
* Click on the name of the employee.
* When viewing their request, it will automatically appear with a prompt to apply a leave
* When viewing their request, it will automatically appear with a prompt to apply a leave template.
template.
* Select the leave type you wish to use and click Done to apply.
* Select the leave type you wish to use and click Done to apply.
* Click Save to approve the leave request.
* Click Save to approve the leave request.
<br>
<center>[[File: 3.1 Leave Calendar.png|300px]]</center>


===Manual Leave Bookings===
<Br>
[[File: 3.1 Pending requests.png|1085px]]  [[File: 3.1 Leave type and Done.png|330px]]
 
==Manual Leave Bookings==
* Open Wageloch and sign in
* Open Wageloch and sign in
* Click the Leave Calendar icon in the top right.
* Click the Leave Calendar icon in the top right.
* Select Calendar from the menu categories.
* Select Calendar from the menu categories.
* Click/drag across the day you wish to book.
* Click Create Leave in the bottom left.
* Select the employee name from the list.
* Select the employee name from the list.
* Select the date range you wish to book leave for.
* You should see a button Apply Leave Template; click it.
* You should see a button Apply Leave Template; click it.
* Select the leave type you wish to use and click Done to apply.
* Select the leave type you wish to use and click Done to apply.
* Click Save to approve the leave request.
* Click Save to approve the leave request.
<br>
<center>
[[File: 3.1 Leave Calendar.png|350px]] [[File:3.2 Select Calendar.png|575px]] [[File: 3.2 Create Leave +.png|300px]]
<br>
[[File:LVE-TEMP-APPLY.png]]
</center>
<br>
<br>
<br>
[[File:Back-button-new.png|link=Edit/Delete Approved Leave]]  [[File:Home-button-new.png|link=Main Page]]

Latest revision as of 07:04, 8 September 2023

Creating leave templates in Wageloch has the benefit of making leave booking easier in the long run, especially if your staff don’t typically work a standard eight-hour shift. This document will outline:

  • Creating roster leave templates for all applicable staff entitled to leave
    • Same format as a roster
    • Includes all employee’s standard hours in bulk
    • Can be set in rotations
  • Individual leave templates
    • Configure leave templates for each employee one at a time
    • Only include normal shifts

Roster Leave Template

Enabling the Template

1.1 Rosters.png
  • Open Wageloch and sign in.
  • Click on the Settings cog in the top right
  • Select Rosters from the menu.
  • In the Other section, tick Enable Leave Template.
  • Pick date when the template will commence (can backdate if needed)
  • Select how long the template will be for (1 week/fortnight, etc.)
  • Done to save.


1.1 Other Enable Leave Template.png 1.1 Commencement Date.png

1.1 Rotation Length.png

Creating the Template

  • After enabling the template, click on Rosters in the top left menu.
  • In the top right corner in the Rosters drop menu, select Leave Template.
  • Select the week/fortnight in question; this relies on your normal roster cycle.
    • You’ll notice this is the same formatting as a roster, however there are only days, no dates.
    • This will ignore roster tools like leave and unavailability.


NEW-LEAVE-TEMPLATE.png

NEW-LEAVE-TEMPLATE-2.png

  • You can create your leave template in a few different ways:
    • From blank, adding in shifts/staff as you go on the daily mode.
    • From blank, switching to Roster by Staff Member to do one person at a time.
    • Use the Copy From tool in the bottom right to copy from a previous roster or another template.
  • Once you’ve added in shifts for all the staff eligible for leave, click Save.
  • Your Roster Template is now ready to use!


NEW-TEMPLATE-DAILY.png


1.2 Roster by Staff Member.png

1.2 Copy From.png 1.2 Copy from Different Roster.png

Individual Leave Template

Creating the Template

Full view of Individual Template

Please note: The Roster Leave Template must be disabled for this to work.

  • Click on Staff in the top left menu.
  • Select the name of the employee you wish to add the template for.
  • Select the Leave category on the staff card.


2.1 Staff.png

NEW-INDI-TEMP-ZOOM.png

  • Here you can configure the individual leave template in a few different ways:
    • Set default length of work day to __ hours
    • Create multiple templates for multiple weeks
    • Manually add in their shifts if they vary day to day and hours in the shift.
  • Be sure to set a date to Start Template from.
  • Done to save.


NEW-INDI-TEMP-SHIFT.png

Applying the Leave Template

Portal/Mobile App Requests

  • Open Wageloch and sign in
  • Click the Leave Calendar icon in the top right.
  • Under the Pending Requests category, you should have a pending request.
  • Click on the name of the employee.
  • When viewing their request, it will automatically appear with a prompt to apply a leave template.
  • Select the leave type you wish to use and click Done to apply.
  • Click Save to approve the leave request.


3.1 Leave Calendar.png


3.1 Pending requests.png 3.1 Leave type and Done.png

Manual Leave Bookings

  • Open Wageloch and sign in
  • Click the Leave Calendar icon in the top right.
  • Select Calendar from the menu categories.
  • Click Create Leave in the bottom left.
  • Select the employee name from the list.
  • Select the date range you wish to book leave for.
  • You should see a button Apply Leave Template; click it.
  • Select the leave type you wish to use and click Done to apply.
  • Click Save to approve the leave request.


3.1 Leave Calendar.png 3.2 Select Calendar.png 3.2 Create Leave +.png

LVE-TEMP-APPLY.png




Back-button-new.png Home-button-new.png