RotaCloud

James Denham

Alice Schofield

Meg Eley

Managing holiday, sickness, absence, annual leave, and days off

Time Off: RotaCloud for Admins & Managers

How to add and view your first holiday, sickness, or other leave records

Getting Started with Annual Leave

How to add, edit, and delete records for holiday, sick leave, and other leave

Managing annual leave

How to mark days off on a repeating, or an ad-hoc basis

Work Schedule and Days Off

Managing holiday allowances

Changing the start/end date for your leave calendar

Editing your leave year

How to prorate staff's holiday allowance based on start date and final working date

Prorating holiday allowances

How to set up public holiday to count towards leave allowances

Including Public Holiday in holiday allowances

James

Joel Beverley

Getting Started

How to set up RotaCloud to automatically manage staff’s accrued holiday balances.

Holiday Accrual

Ensure that employees have 'Paid' or 'Unpaid' sick leave included in the accrual calculation

How to include 'Sickness' in accrual calculation

Sickness

Using CSV spreadsheets to quickly add and update employee leave records

Importing and exporting leave

What to do when an employee requests leave

Responding to Leave Requests

Find out when leave was requested, approved, denied, or deleted

Tracking leave request history

Set up custom restrictions for Leave Requests that suit your staffing needs.

Leave Request Rules

A useful trick to add holiday for the same date(s) to multiple employees in one go

Adding leave to multiple employees at once

How to delete holiday, sickness, and other leave records if they've already been approved

Cancelling holiday

Preventing Staff from Requesting Leave on Certain Days

Using Leave Embargoes

What to do when hourly or salaried employees are paid differently for their Leave.

Setting Custom Leave Rates for your Staff

Furloughed employees

Managing Leave

How to show/hide leave records for deleted employees

Leave for past employees

What do the colours of remaining holiday mean?

Holiday remaining - colours

FAQs

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