Key Points

• Leave Management centralises all staff leave requests.

• It helps HR and payroll teams track absences, approvals, and warnings.

• Filters allow you to quickly locate and manage leave records.

• Overlapping shifts and warnings can be identified before approval.

• All leave changes are recorded for auditing and transparency.

Accessing Leave Management

To access Leave Management:

1. Go to the Finance and Payroll tab.

2. Select Leave Management.

This will open the main leave screen where all current and past leave requests are stored.
You can return to this screen at any time to review or edit leave records.

Using Filters

At the top of the screen, you will see a range of filters.

These allow you to search for leave records based on:

• Staff member

• Contract type

• Leave dates or times

• Leave area

• Entry status

• Approval status

• Leave type

• Warning state

These filters give you full control over what information is displayed.

Viewing Leave Requests

Below the filters, you will see a list of leave requests that match your search.

Each request displays:

• Submission date

• Staff member

• Contract

• Leave type

• Leave period

• Start and end dates

• Total duration

• Staff notes

This gives a clear overview of current leave activity across the organisation.

Leave Warnings and Conflicts

Warnings are displayed in red.

Hover over a warning to view more details.
Warnings help identify:

• Scheduling conflicts

• Overlapping shifts

• Potential staffing issues

This ensures leave requests are reviewed carefully before approval.

Leave Status and Editing

On the right-hand side of each request, you will see:

• Status (Pending, Approved, Declined, or Cancelled)

• An Edit option

Click Edit to open and update the leave request.

Additional Actions

From the main leave screen, you can:

• Create a new leave request

• Export visible leave records as a CSV file

• Use the search bar to find specific staff or leave types

These tools make managing large volumes of leave more efficient.

Editing a Leave Request

When editing a leave request, you will enter the Leave Request Details page.

Here you can view and update:

• Leave type

• Leave period

• Approval status

• Notes

• Supporting documentation

Leave Types

Leave types are managed through Leave Type Management settings.
You can change the leave type if needed.

Leave Area

The Leave Area identifies the staff member’s working location.

Attachments

Staff may upload documents such as:

• Medical certificates

• Supporting evidence

These can be reviewed during the approval process.

Leave Period and Notes

The Leave Period section indicates whether the request is:

• Partial day

• Single day

• Multiple days

Additional notes can be added to provide context.

This ensures clear communication and accurate decision-making.

Approvals and Notifications

If a staff member has an assigned approving officer:

• The officer can be selected in the request.

• Notifications will be sent as part of the approval workflow.

This helps streamline the approval process.

Leave Status and Roster Check

The Leave Request Status determines whether the leave is:

• Pending

• Approved

• Declined

• Cancelled

You can also select Force Snapshot to:

• Re-check the roster

• Identify any overlapping shifts

This ensures accurate leave and scheduling alignment.

Audit and History

At the bottom of the record, you will see:

• Last modified details

• Record history

• System logs

This provides transparency and creates a clear audit trail for payroll and HR.

Saving Changes

After making updates:

1. Click Save and Close.

2. You will return to the Leave Management screen.

All changes are saved and reflected in real time.

Outcome

You now understand:

✔ How to access Leave Management
✔ How to filter and view leave requests
✔ How to identify warnings and conflicts
✔ How to edit and approve leave
✔ How to review attachments and notes
✔ How to maintain accurate leave records

Leave Management helps ensure staff absences are organised, approved efficiently, and aligned with roster and payroll processes.