Employee Leave Panel

This page provides information on creating, editing and deleting leave records held against the employee profile.

These are the topics on this page

Introduction

The Leave Periods panel of the employee profile lists all leave requests that have been submitted either by the employees via the Brevity Care mobile app or registered into the Brevity Web application by the Brevity Administrator.

The leave periods panel allows you create, edit and delete employee leave requests.

Additional Information

Leave applications from your support workers can be registered through the mobile application, for additional information refer to the topic https://brevityau.atlassian.net/wiki/spaces/BS/pages/154183139682. 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 https://brevityau.atlassian.net/wiki/spaces/BS/pages/154186744164

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Manager field - employee profile

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.

Add an Employee Leave Record

To create an employee leave period record observe the following steps:

Select the Employees>Employees sub-menu to present the User List page.
Within the search field input the particulars of the employee to filter the listed records accordingly.
Highlight the relevant record listed within the datagrid and EITHER double click the record or click the Edit button from the ribbon bar to open the employee record.
Located in the left navigation panel click the Leave Periods tile, to refresh the employee record with the leave period panel. If there are leave records raised for the employee these will be listed in the datagrid of the leave panel. Click the New Button within the ribbon bar to open a blank leave page within the leave period panel
Within Leave Reason field select a value from the drop down list to categorise the leave record.
Within the Leave from field input the commencement date and time of the leave period. For partial leave periods ensure the time that the leave will commence has been specified. partial reflected as 02-02-2021 0900 hours through to 02-02-2021 1300 hours whereas either one or more days would be reflected as 02-02-2021 0900 hours through to 12-02-2021 2300 hours
Within the Leave to field input the ending date and time of the leave period. For partial leave periods ensure the time that the leave will cease has been specified, refer to the comments listed under step 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.
Click the SAVE button to create the leave record.

Rostered Services
With the leave record having been saved the Employee Services data tab will update and provide a listing of the client services that the staff member has been rostered to. To review a service highlight and double click the service listed within the datagrid.

Leave Approval
Managers comments field becomes visible for any comments that may relate with the approval or decline of the leave request.

for additional information refer to the topic leave approval.
Click the CLOSE button to exit back to the Leave Periods List page.

Edit the Employee Leave

To edit an employee leave period record observe the following steps:

Refer to steps 1 -3 as listed under the Add an Employee topic.
Click the Leave Periods tile, to refresh the employee record with the leave period panel.
From the leave period panel data grid highlight and EITHER double click the record or click the Edit button from the ribbon bar to open the employee leave record.
Apply the necessary edits to the Leave record:

Changes to the start and end dates for period of full or partial leave can either be input in free text or set through the calendar picker.
Changed to the start and end times for partial leave periods can either be input in free text or set through the time spinner.
Changes to the reason for leave can be completed by selecting the applicable leave reason from the drop down list
If not already supplied comments can be updated to the leave record soa s to assist with approval of the leave request.
Once done, click on the save button within the ribbon bar to save the revisions to the leave record.
Click on the close button to exit back to the Leave Periods List.

Approval of a leave request

Leave approvals will be processed through the Leave Period List page accessed by selecting the Employee>Employee Leave sub menu. For additional information on the Approval of leave Periods refer to the topic Leave Approvals.

Delete the Employee Leave Record

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

Refer to steps 1 -3 as listed under the Add an Employee topic.
Click the Leave Periods tile, to refresh the employee record with the leave period panel.
Highlight the leave record that is to be deleted and click the Delete button to call a pop up screen.
Select the OK button to confirm deletion of the employee leave record.