Objective

The objective of this tutorial is to help you understand how you can use the 'Leave' module to manage the leave types and request leaves.

Overview

The ‘Leave' tab is the central hub where you can easily request leave on behalf of your staff or for yourself.

‘Leave' has various ways, which makes it easy to create and manage your staff leave requests.

Things to know before you begin:

  1. ‘Leave' module must be enabled from the ‘Settings’ module.
  2. You must have a manager/admin and supervisor access privileges in Humanity to have complete access to use all the functionalities related to the leave module.
  3. The scheduler manages leaves for specific locations, positions and staff which has been granted to them by their Managers.
  4. Employees can be granted scheduler permission to specific positions by their Managers which allows them to manage the leave requests for the staff which are assigned to those positions.
  5. The manager must enable the option next to ‘Employees can book vacations' under 'Settings' module to allow their staff to request leaves for themselves.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Request Leave 
  2. Leave Management - Approve, Reject and Check
  3. Leave Awaiting Approval
  4. Upcoming Time Off 
  5. Leave Balance

Request Leave

Scheduling time off feature let your staff request leaves when they want time off. You can also request leaves on behalf of your staff.

  1. Request Leave for Your Staff

   2. Request Leave for Yourself

Leave Management 

  • 'Leave Management' allows you to manage the leaves of your staff for any selected day.
  • You can approve, reject and check the conflicts (if any) for the leave requests.
  • It also allows you to confirm the number of employees available for the same days and hours using the check feature that gives an option to view the staff on that specific position.

    1. Leave Conflicts

     2. Approve and Reject Leave

Leave Awaiting Approval

Once you have submitted your leave request, it will be shown under 'Awaiting Approval.'

List of details you will be able to view for your submitted leave request pending for approval are:

  1. From and Until Date
  2. Length of the leave
  3. Status: Pending or Approved
  4. Leave Type 
  5. Actions: Cancel Request

Upcoming Time Off

Once management confirms the request, the leave(s) will be listed in the 'Upcoming time off' section under the ‘Leave’ module.

List of details you will be able to view for your approved leave requests are:

  1. From and Until Date
  2. Length of the leave
  3. Status: Pending or Approved
  4. Leave Type 
  5. Actions

You will also receive an email or text notification based on the settings defined either under your profile or 'Settings' module when your leave is approved or rejected.

Leave Balance

Humanity allows you to view your remaining leave balance under ‘Leave Balance’ section.

Leave Balance

List of details you will be able to view for your approved leave requests are:

  1. Leave Types
  2. Entitled Leave Days
  3. Remaining Leave Amount

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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