There may be instances when approved leave entries need to be modified for varying reasons. This guide offers a comprehensive, step-by-step approach to changing an approved leave, making it essential for anyone needing to navigate the process efficiently.
1. If you only need to modify the time of the leave (example: from 8 hours to 7.6 hours), you have several options to do this. You can make changes on the:
- Schedule Page
- Dashboard > Availability/Leave Requests Widget
- Timesheets
2. On the Schedule page, go to the correct customer and site to locate the approved leave.
3. Click on the Edit icon.
4. The leave details will pop up and you can change the Site, Type of Leave, and Leave Time.
5. You can also reject the approved leave if needed.
6. Once done with all the changes, hit Save Selection.
7. If you want to make changes to an approved leave on the Dashboard. Go to the Availability / Leave Requests section and hit Show History.
8. Find the approved or rejected leave. Click on the leave entry to open the details.
9. Make the necessary changes to the Site, Leave Type, Leave Time, and Approval Status as needed.
10. Hit Save Selection when done.
11. If you want to make changes to an approved leave on the Timesheets section, locate the leave entry.
12. Reject the leave if the staff member no longer needs to go on leave.
13. However, to make changes, click on the date on the first column.
14. A widget will open where you can change the Site, Employee Name, and Date of the leave (but only within the person's pay calendar range). Make the necessary changes.
15. Click Edit Entry.
16. Approve as needed and Save.
17. If you would like to change the Date of the approve leave (outside the allowable time period on the Timesheets), reject the initial leave submission and create a new entry on behalf of the staff or have the staff member submit a new leave entry.
To add a new leave entry on behalf of your staff member, go to Dashboard > Availability / Leave Requests and click Add New.
18. Add the name of the staff member.
19. Choose the correct leave period.
20. Click the type of leave/unavailability.
21. If you're submitting a leave, choose the Leave Type, Site, and indicate the Reason for the leave.
22. Hit Save if another admin/manager will need to approve the leave. Hit Save and Approve if you will be approving the leave.
23. The details of the leave will be shown. Make the necessary adjustments to the Site, Leave Type, and Leave Time as needed. Toggle to Approved when done.
24. Hit Save Selection after doing your final check.
25. To generate a leave/unavailability report, go to Reports > Availability Leave Report.