Time off · How-to
See approved leave on the rota
Approved leave takes a person off the bookings rota by itself, and the rota will not let anyone put working hours back on those days.
Link the record first
Leave reaches the rota only for an employee record linked to the person's login. Check the badge at the top of their record.
Approve the request
When the request is approved, every day of it becomes a published day off on Bookings › Schedule, at each place the person has been rostered (every place if they never have). A working shift already on those days is replaced.
Clients can no longer book them
A day off is not bookable, so the booking page stops offering that person on those days.
Move visits booked earlier
Approval does not move or cancel visits that were booked before it. The request form showed how many there were; move them yourself in the diary on Bookings.
Leave stays as it is on the rota
Saving working hours on a leave day is refused, and copying a week does not carry leave forward. If the person is coming in after all, cancel the leave on Time off first.
Roster them again after a cancellation
Cancelling approved leave removes its days off from the rota, but the shifts it replaced do not come back by themselves. Put the person back on Bookings › Schedule for those days.
Common questions
- Does the rota say what kind of leave it is?
To someone who may decide time off, a leave day on the rota names its kind, such as “Annual leave” or “Sick leave”. Everyone else reads “Time off”: a colleague’s sick leave is theirs.
Read next
Plan the staff rota and publish it
Set who works when at each place, a week or a month at a time, and publish it. Only published shifts can be booked, online or at the desk.
Check in, finish, move or cancel an appointment
Open a visit to mark each stage of it, note what was done, move it, cancel it or mark a no-show, and know what the client is told.
Link an employee record to a login
Connect a record to the person's Setvos account, so their time clock, payslips, rota shifts and till sales are counted as theirs.
Approve or decline time off
Work through pending requests one at a time or in a batch, spot clashes in a department, know what an approval changes, and cancel leave that is no longer happening.
More in Time off
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