Step by Step Guide
Select the person to add leave in the Roster Screen
Option I: Using the “Add leave button”
1. Go to the Roster Screen (the person silhouette icon)
2. Click on the “Add leave” button in the top left corner.
3. Type the name of the person you will be adding the leave for. (The names of different people will appear as you type).
Option II: Using the dates in the roster screen.
1. Go to the Roster Screen (the person silhouette icon)
2. Search for the desire person in the search field on the left top corner
3. Click on the leave start date on the right-side panel and drag until the finish date (or any other and then rectify in the next step)
Add the leave
1. Fill in the details of the person´s leave.
2. Initial date (“from” field)
3. End date (“to” field)
4. Verify the automatically calculated length.
5. Select the leave type from the drop-down list
6. Select the status “Approved”.
7. If any clarification or further information is needed, add a comment by clicking in the “Add comment” button.
Note: This information will show on the leave section in the person´s profile.
8. Click “Save”. The leave is now assigned.
Option I
Option II
Review people´s leave or leave day summary
1. People leave can be seen by clicking in their profile (either in the Roster or the Manage Screen)
2. The leave is also shown in right panel in the roster screen with the colour identifying the leave type and an icon showing the leave status (approve, pending, rejected).
3. To view a summary of the leave for the site divided by occupation type and processes for a specific day follow these steps:
Click on a specific day in the roster screen calendar.
Click on the leave row of the roster graph in the pop up window.
The summary will show the amount of rostered and on leave people for each process and divided by occupation.
Note: Select the option in the right top corner to include contractors.
Adding Overtime
1. Steps in adding overtime is the same in adding leave of people. Instead of selecting leave, tick the overtime.
2. Populate the required information.
3. Click save. Overtime is now assigned.
