• Managers and administrators can submit leave on behalf of staff.

• This ensures accurate records even if the staff member does not submit the request.

• Leave requests can be approved immediately or sent through the standard approval workflow.

• Attachments and notes can be added for documentation.

• The system can automatically check for overlapping shifts.

Accessing Leave Management

To submit leave for another staff member:

1. Go to the Finance and Payroll menu.

2. Select Leave Management.

This will open the main leave screen.

Creating a Leave Request

Click the Create Leave Request button located underneath the filters at the top of the screen.

This opens a new leave request form designed to be quick and easy to complete.

Selecting Leave Details

Step 1 – Choose Leave Type

Select the appropriate leave category.

Examples include:

• Annual leave

• Personal leave

• Other leave types available in your system

Step 2 – Select Leave Area

If your organisation uses areas or departments, select the correct one.

This helps identify where the staff member works.

Step 3 – Upload Attachments (Optional)

You can upload supporting documents such as:

• Medical certificates

• Doctor’s notes

• Other required evidence

Uploading files keeps documentation linked and easily accessible.

Setting the Leave Period

Choose the leave duration:

• Partial day

• Single day

• Multiple days

For example, select a single day of leave.

Step 4 – Select Leave Date

Use the date picker to choose the leave date.

The system will automatically calculate the leave duration.

Adding Notes and Approvals

Step 5 – Add Notes

Enter any relevant information about the leave request.

This may include:

• Reason for leave

• Special considerations

• Additional context

Step 6 – Select Approving Officer

Choose the person responsible for reviewing and approving the request.

Step 7 – Select the Staff Member

Search for and select the staff member you are submitting leave for.

Saving and Approving Leave

You have three options:

Save and Close

Sends the leave request through the normal approval workflow.

Save and Approve

Immediately approves the leave (if you have permission).

Save, Approve, and Deconflict

Approves the leave and checks for any overlapping shifts.

This helps prevent scheduling conflicts.

Confirming the Leave

After saving, the leave request will:

• Appear in the Leave Management list

• Show the correct approval status

• Be added to the staff member’s profile

If you check the roster, the leave will display on the selected date, confirming the process has been completed.

Outcome

You now know how to:

✔ Submit leave on behalf of another staff member
✔ Add attachments and notes
✔ Select approval workflows
✔ Automatically check for roster conflicts
✔ Confirm leave in the roster

This process helps ensure leave is recorded accurately, approvals are streamlined, and scheduling remains organised.