Difference between revisions of "Leave Templates"

From Wageloch Wiki

Line 84: Line 84:
* 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 leavetemplate.
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.

Revision as of 04:24, 16 February 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.
3.1 Leave Calendar.png
  • 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 leavetemplate.
  • Select the leave type you wish to use and click Done to apply.
  • Click Save to approve the leave request.


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/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.