RotaCloud

Sophie Wilson

Managing Leave: RotaCloud for Admins & Managers

What leave types can be added in RotaCloud and what each one does

What are the different types of leave?

Where to enter default and 'This year only' leave allowances

How do I set up leave allowances?

How do I change my leave settings?

How to add public holidays to your RotaCloud account and what they do

How do I set up public holidays?

Setting up your account to determine which Admins and Managers receive specific users' leave requests

How do I control whose leave request goes to who?

What green, amber, and red on the leave remaining allowance shows

What are the different colours for remaining leave?

How leave feeds through if you have a PeopleHR or breathe integration set up

How does my integration impact leave in RotaCloud?

How to manage shifts when they clash with leave

What should I do when leave clashes with shifts on the rota?

Making salary deductions for unpaid leave

How do I manage leave deductions for salaried staff?

Understanding leave, allowances and permissions

Setting up leave

How to add leave in RotaCloud via the Rotas and Leave pages

How do I add leave?

Adding a sickness entry for an employee or edit an existing one

How do I add or edit sickness?

How to approve or deny leave requests from your staff

How do I respond to leave requests?

How to create one leave entry but assign it to multiple users

How do I add leave for multiple employees at once?

How to view if any other employees are on leave when actioning a leave request

How do I see who else is on leave when responding to requests?

Troubleshooting some reasons why the system is not allowing you to add leave

Why can't I add leave?

Assigning leave and responding to leave requests

Adding leave

How to amend leave that has already been approved or added

How do I edit leave?

How to delete approved leave for your employees

How do I delete leave?

Transferring unused leave over to the following year's allowance

How do I carry leave over from the previous year?

Editing and deleting leave

What is holiday accrual and how do I use it?

Holiday accrual

What is TOIL and how do I use it?

How to see how much time off in lieu an employee has earned

How do I view an employee's TOIL balance?

Employees' TOIL allowances in negative figures and how to stop it

Can an employee have a negative TOIL balance?

TOIL (time off in lieu)

How to add leave embargoes to stop employees making leave requests

How do I use leave embargoes?

How to use leave request rules to automate leave embargoes

How do I use leave request rules?

Viewing leave requests which have been approved, denied, deleted, or expired

How do I view leave history?

How to see the leave records for employees who have been deleted

How do I view leave for deleted employees?

How to run leave reports and download leave data

How do I report on leave?

How to import leave records and leave allowances in bulk

How do I import leave data?

Leave tools

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