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 a roster leave template for all applicable staff entitled to leave. o Same format as a roster. o Includes all employee’s standard hours in bulk. o Can be set in rotations. - Individual leave templates o Configure leave templates for each employee one at a time o 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.
  • You’ll notice this is the same as a roster.
• 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 scratch, 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

Please note that you’ll need to ensure the Roster Leave Template is 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.