Page Comparison

Introduction

The maintenance or new and existing leave period records is undertaken through the Leave Period page which is accessed by selecting the Employees>Employee Leave sub-menu.

Additional Information

Leave applications from your support workers can be registered through the mobile application, for additional information refer to the topic Support Worker Leave Request. Please note that restrictions can be set through the organisations branch record, that prevent an employee from registering a leave request through the Brevity Care mobile application, for additional information refer to the topic Branch.

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Where the Manager field has been configured onto the employee profile and a value defined within, the immediate manager responsible for the support

worker will be notified by email that a leave application has been submitted

for their action.

Navigating the Employee Leave

form

Add an Employee's Leave Record

To create a new Employee leave period record observe the following steps:

1. Select the Employees>Employee Leave sub-menu to open the Leave Periods List page within the browser.

2. Click the + New button from the leave period list to open up the a blank New Employee Leave record formpage.
   

3. Input the employee's leave details.

4. Once done, click on the save button to create a new employee's leave.

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2. Within the Employee field either input in free text the employee name or make the appropriate selection from the drop down list.
   

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3. Within Leave Reason field select a value from the drop down list to categorise the leave record.
   

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4. Leave from

5. Leave to

6. Within the leave comments the input of a narrative to support the leave request although optional may be helpful when determining whether the leave request should be approved.

Approval of a leave request

Edit the Employee's Leave

To edit an existing Employee leave period record observe the following steps:

1. Select the Employees>Employee Leave sub-menu.

2. Search for the employee leave record within the Leave Periods List.

3. Highlight the Employee leave record to be edited.

4. Either click on the edit button or double click on the leave record to open it within the Leave form.

5. Edit the leave details.

6. Once done, click on the save button to save the revised employee's leave detail.

Delete the Employee's Leave Record

To delete an Employee leave period record observe the following steps:

1. Select the Employees>Employee Leave sub-menu.

2. Search for the employee leave record within the Leave Periods List.

3. Highlight the Employee leave record that you want to delete.

4. Click on the delete button to delete the record. Take note that once you deleted the record, you cannot retrieve it.

5. Click on OK button to confirm the deletion of the employee's leave record.

Change the Employee's Leave Status

The status of the employee leave record is set through this page. To update the status observe the following steps:

1. Select the Employees>Employee Leave sub-menu.

2. Search for the employee leave record within the Leave Periods List.

3. Highlight the Employee leave record to be edited.

4. Either click on the edit button or double click on the leave record to open it within the Leave form.

5. Update the status field with the applicable status of approved or rejected.

6. Update the Manager Comments field

7. Click on the save button to save the revised employee's leave record.

Updating Schedule Services

Under the Employee Service section of the leave form you will observe the employee's scheduled shifts that fall within the period of leave. Once the leave period has been approved any shifts for the employee will be unassigned.