There are a few ways to request time off using Leave Dates.
1. Dragging over the wall chart
You can drag your mouse over the dates in the wall chart to request leave for those dates. As you drag, the wall chart will highlight in yellow to show you what you have selected.
2. Dragging over the My Year calendar
In the My Year screen, you can drag across the days in the calendar when you would like to take leave.
3. Press the “Book” button in the “My Year” screen
When you press the “Book” button in the 'My Year' screen you will need to select the dates in the Leave Request box.
Remember to click Apply after selecting your dates.
Using the Request Leave Slide Over
When you request leave using any of the approaches mentioned above, you will be shown a New Leave slide over as shown below.
Choose the Leave type, there are different options in here such as Annual Leave, Sick Leave and Study Leave, as configured by your company.
Mark the leave as private to hide the leave type from other employees.
Add a description for your approver and attach any relevant files.
To change the dates for your leave, click in the Dates box, and select the From and To dates of your leave.
Click once to select the From date and click again to select the To date. If both dates are the same, then click the same date twice.
When you have selected the correct range, click the Apply button.
If you need to request leave which crosses multiple months, then you can do this using this date picker.
Adjusting your leave dates
On the right side of the form, you will see the dates you are requesting listed. This allows you to fine-tune the request, for example, to change a full day to a half day or adjust the number of hours.
To modify a particular day, click on the dropdown and select one of the following options:
- All day
- Half day – Morning
- Half day – Afternoon
The 'Other' option allows you to specify the start and end times of your request.
Not all these options are shown if the employee only works part-time, has some leave already booked or is requesting over a non-working day.
Employees with hourly allowances will always need to enter the hours they are requesting.
To modify the start/end time, you can simply click in the box and select the time. The duration of a request is automatically calculated.
Confirming your request
Once you've adjusted your leave to be exactly how you need it, you can confirm at the bottom of the request, where it will show the total.
The allowance summary shows exactly how your leave allowance will be impacted by this request.
If all is correct, click “Send Request” to send the request to your approver(s).
Once submitted, it will appear as a pending request (dashed) on your wall chart.