Rotageek's leave planning tool allows your team to request leave via the Rotageek web or mobile app and for you as a manager to approve or reject it based on your company leave guidelines. Once approved, leave automatically gets added to the schedule and staff informed about your decision.
Leave Admin - Approving/rejecting leave
For an individual to be able to manage leave, they need to be given the permission 'Allow user to manage Leave' and are required to have the role, Supervisor.
When a new leave request is made, you will be informed by email and by a notification on the Rotageek Dashboard.
To view and process all leave requests, navigate to the Leave Admin screen. The first screen you will see is outstanding leave requests.
If 'first come first served' setting is turned on, you will only be able to process leave requests in the order they were received.
To view the details of a leave request, you can click anywhere on the request, or select Actions then View. This will bring up the Request Details module.
At the top of the leave Request Details module you can see any warnings or errors for the leave request, these will be triggered if any leave rules have been broken. These rules may include Maximum staff off for any one day, or a Peak Trading Time.
In the leave Request Details module you can edit the Leave Type, Start/End Date for the leave and the Total Time Taken Off.
You can then select whether to Approve or Reject the Leave request, entering in any notes you wish to give for this decision.
Once you have made a decision and hit Save, the employee will be given notification of this through either SMS/Email and push notification to their mobile app.
After you have approved or rejected this request it will appear under the Leave Admin tab 'Processed'. Here you can view all approved/rejected leave, alongside making any edits to this processed leave. Employees will be notified of any changes you make to processed leave.
The third tab in Leave Admin, is the Leave Calendar. Here you can see leave for everyone at your location, alongside being given visual guides to when leave rules are put in place, shown as coloured dots on the leave Calendar. You can use these guides to check whether you are meeting the leave rules put in place by your company.
The final tab is Leave Reporting. Here you can view and filter the data for leave in your location(s). Filtering the calendar by 'This leave year' will let you quickly see your leave data for the leave year.