Forward Planning Leave

FORWARD PLANNING LEAVE

Forward Planning allows you to let your staff members request leave in the system when their working time as not yet been planned as well as being able to specify how much allowance will be deducted for any Forward Planned leave. For example, if you have only planned a warehouse team's Rota or Shifts for the next 2 Months and they want to request leave 3 months in advance.

To set a staff member to be able to request leave in advance of working time being planned.

  • From the Settings menu click Users
  • Using the Search filters on the left, find and click on the required Users Name
  • On the left click Leave Approvers
  • At the bottom of the page use the Allow Forward Requests drop-down and select "Yes"
  • Then set the Time to Deduct per day

Any Forward Planned leave that is in the system, will automatically update once work has been created over the top of that leave. This will allow the system to deduct (if allowance needs to be deducted) the correct amount of allowance instead of the Forward Planned allowance.

Forward Planning can be set to apply to any new staff members that you add into the account by Default.You can set this up by,

  • From the Settings menu click Company
  • On the left hand side click Defaults
  • At the bottom of the page use the Allow Forward Requests drop-down and select "Yes"
  • Then set the Time to Deduct per day

However you can of course simply adjust the settings by going into an individual Users record.


Title: Forward Planning Leave
Category: Leave
Posted: Tuesday, 24th Feb 2015
By: Callum Ellis
Direct link: https://www.whosoffice.com/support/knowledgebase/Forward planning


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