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Guides

Getting Started
  Introduction
  Your Business Settings
  Export From Other Systems
  Add An Employee
  Clocking Hours
  Timesheet Software
  Grouping Employees
  Management Configuration
  Locations

Rostering
  The Roster Process
  Roster Templates
  Roster Calendar
  Calendar View
  SMS Rosters

Timesheets
  The Timesheet Process
  Timesheet vs Roster
  Timesheet from Roster

Payroll
  The Payroll Process
  A Payrun
  Leave and Public Holidays
  Rate Rules
  Shift Rules
  Break Rules
  Deduction Rules
  Extra Rules
  Time In Lieu
  Worked Public Holidays
  Jobs and Cost Centres

HR
  The Leave Request Process
  Leave Request Review
  Leave Payroll Process
  Skills Matrix

Reports
  Reports
  Single Touch Payroll
  Payment Summary
  Xero Integration
  MYOB Integration

Other features
  Messaging

SuperChoice
  Processing Super

SuperChoice (Old process)
  Super Clearing House
  SuperChoice Setup
  Adding Super Fund
  Adding Employees
  Super Payment

Employees
  Employee Console
  Smartphone Login
  Push Notification
  Requesting Leave

Developers
  Partner Logo
  API Hello World
  API Employee
  API Timesheet
  API Payroll
  API Jobs
  API Roster

TL;DR
  Data Security
  Privacy Policy
  Terms Of Use

  Print Guide

Reviewing Leave Requests


This guide will demonstrate how to review leave requests including accepting, declining and leaving a comment as well as the different levels of management.




Before reading this guide


We recommend reviewing the Requesting leave guide first to be aware of the process to be undertaken by the employees




Navigation


Menu > Payroll > Leave Requests




Reviewing Leave


Once an employee has made a Leave Request, the manager of that employee has the ability to Approve or Decline the leave.


A Leave Request will be colour blue if an action is required, or gray if the Leave Request has already been reviewed.


Click Review to see all the review options.


The hours the employee has request is not critical to be accurate, what's important is to ensure the date and time range is accurate.


When payroll is processed the hours will be calculated using the employees Roster and Timesheet data, not the hours requested by the employee.


Review the Leave and Public Holidays guide to learn how the hours are calculated.


Somethings to consider when approving leave are:

  • Does the employee have the required leave balance
  • Are other staff on leave at the same time as this employee
  • Is the date range during a "no leave allowed" period
  • Is the leave in alignment with the employees award
  • Has the correct documentation been supplied, eg a Dr Cert


There are 3 stacks of information to help review a Leave Request


Leave form values and Accrued balances

Personal Leave Request


Overlapping Leave Requests

Overlapping Leave Requests


Past Paid Leave


Past Paid Leave


Once the request has been reviewed there are 4 actions:

  • Leave a note
  • Edit the Leave Request
  • Decline
  • Accepted


As depicted by these 4 buttons:

Accept, Decline, Edit, Note Leave Request


An employee could also remove a Leave Request which should go through the same approval process.




Leave Requests can be in 6 different statuses


IDStatus titleDescription
1Request pendingThe employee has submitted a request for leave form via the employee console
2Remove request pendingIf a request has been accepted, the employee has to request to have it removed, this option is only available to the leave request
3Request acceptedSomeone with access has accepted the leave request and it will be sent to payroll
4Request declinedSomeone with access has declined the request
5Payrun processedThe request has been processed through payroll, no further action required (This one is no longer in use with Leave 2.0)
6Employee removed requestThe employee has removed the request, the employee might have made a mistake thus had to remove the request and fill a new form before a request is accepted the employee can instantly remove the request.




Note: The system is designed to complement your current process, businesses will use this feature in different ways depending on how their management is layered and what their current processes are.