It may be useful to book leave for multiple people at the same time.
Common reasons for this are:
- Company holidays
- Office closures
- Forced leave days
- Team building events
- Training courses
This step-by-step guide shows how to create a multi-person leave request.
Only admin users and approvers have access to request leave for other people. Admins can request for anyone, approvers only for their own direct reports.
- Create a new leave request by dragging over the Wall Chart or clicking the Book Leave button in the My Year page.
- Click the "Team member" dropdown in the top left.
- A list of employees will be shown. This list will be limited to the employees for whom you have approval rights or admin access.
- Select as many departments or employees as necessary. As you select employees, the dropdown box will update with the total number of employees you are requesting for, the title of the request slide over will also update to show the employee's avatars.
Click the department name to select all employees within that department.
- The right side of the request form shows the dates you are requesting and allows you to adjust for half days.
- Use the Leave Details / Employee Allowances tabs to switch between viewing the dates and the employees in the request.
- Any errors or warnings will also be shown here. You can hover over the employee avatars to see more details about the error(s), and navigate to the leave which is causing the problem.
- Once there are no errors, press the Book button to book the leave.
- For multi-person requests, if you're the approver, no further approval is needed as these requests are created by someone with permission to approve. If you made the request as an admin, but you're not the approver for these employees (by default an admin only means you have permissions to set up the system, it does not imply approval permissions), then the request will be sent to the approver(s) for each employee.
- The selected employees and any additional approvers will receive notifications to make them aware.