Your employees can request annual leave once they're set up with an account. However, as a Manager or Admin, you can add Leave for your staff manually. You can also add Leave retrospectively if you need to.
Adding leave on the Leave page
Click ‘Leave’ at the top of the system to access the Leave Page. To add a new instance of Leave, click the blue plus icon at the top of the Leave page, and you’ll be taken to the 'Add Leave' form.
Fill in all of the required details for the leave, such as the Leave Type and the dates, and click 'Add Leave'.
Note: Your Administrator may not have allowed you to add Leave for yourself. If not, you can use the blue link pictured above to make a Leave Request.
You can choose whether each type of Leave is added as 'Paid' or 'Unpaid' by default in your Settings menu. However, when filling out the Add Leave form you're always able to override this if you need to.
Once you've completed the form, you'll be taken back to the Leave page where you can see a yearly overview of all the annual leave that's been scheduled.
Each month contains a total of all Leave days for each employee. Click on a number in a month to expand it, and view a timeline of all the Leave records for that month.
Adding leave on the Rotas page
Leave can also be added directly on the Rotas page. When you click on any date on the rota, you’ll see an ‘Add Leave’ option in the edit window.
Click this button to open the Add Leave window. Here, you can add Leave in exactly the same way as on the Leave page:
Adding leave on mobile
Leave can also be managed using the RotaCloud app. Your app’s Dashboard can provide you with a quick summary of who’s on leave today. To see this, tap 'Who's on leave today?' on the Dashboard.
For a more-detailed overview of your leave, the Leave page is accessed by tapping on the aeroplane icon at the bottom of your app screen. Here, you’ll see a summary of all your staff’s holiday balances.
To add a new instance of leave, tap the plus icon, and then tap ‘Add leave’. Fill out the Add Leave form in the same way, and when you’re ready, tap ‘Add leave’.