Leave Templates

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

• 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.

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.

• 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!

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.

• 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.

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.

Manual Leave Bookings

• Open Wageloch and sign in
• Click the Leave Calendar icon in the top right.
• Select Calendar from the menu categories.
• Click/drag across the day you wish to book.
• Select the employee name from the list.
• 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.