Schedulers can add leave (Public holiday, Annual leave, RDO leave
Technicians can also request leave in the mobile app to be reviewed and approved by a scheduler before it's added to timesheets.
Leave request workflow
Add Leave request on mobile (Technician)
Technicians add and view leave requests on the Request Leave page on Mobile accessible form the menu
Approve or decline leave requests (Scheduler)
The leave request is then review by a scheduler who set a status for the technician to see:
Pending - default status
Declined - this can be set by the scheduler for the technician to see
Approved - When a leave request is marked as approved timesheet records are created for the requested time. Leave requests approved on Saturday or Sunday do not create Timesheets. Technicians will be marked as unavailable in the calendar for the duration of the approved leave.
Technician marked as unavailable on the calendar
When a status has been set it cannot be changed, the request can only be deleted which will delete all the related timesheet entries.
If a timesheet is added over the same time period as leave, the leave will be removed and the timesheet (normal time and penalty) will be added instead.
Leave Requests can also be used with our standard timesheet solution, however it will not calculate the RDO.
Leave request reminder setup (Scheduler)
When a leave request is added you can have an email go to the scheduler with a link to review and edit the request. You can also setup an SMS notification to be sent to a technician when a request is approved or declined. Setup leave request reminder messages in Reports - Timesheets - Settings