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How to Submit Leave on Behalf of an Employee
How to Submit Leave on Behalf of an Employee

A step-by-step guide on how to submit leave on behalf of an employee.

Olivia McKearney avatar
Written by Olivia McKearney
Updated over a week ago

Once you log into your profile, you will need to navigate to the ‘Leave’ tab located on the top right-hand side of the below screenshot.

Once you select the ‘Leave’ tab the following screen will appear:

Here you will note there are two tabs on the top left-hand side ‘My Leave’ & ‘Staff Leave’. The tab ‘Staff Leave’ is where, as an employer, you can manage all staff leave requests including submitting leave for an employee. Once you select ‘Staff Leave’ the following screen will display:

At this point, you must utilise the filterable options to select the employee that you wish to submit leave for. Simply navigate to the ‘Employee’ filter & select the relevant employee from the drop-down menu:

Once you have selected the employee, click the green ‘Request Leave for Employee’ button. The following screen will then display:

On this screen, you will select the leave type from the available drop-down menu. Once selected click on the green ‘Next’ button located in the bottom right corner of the screen to display the following screen:

On this screen, you will be able to select the relevant dates that the user will be on leave. Once you have selected the appropriate dates select the green ‘Next’ button. To display the below screen:

You’ll note on this screen you can automatically approve these requests, as they’ve been created by the ‘Leave Editor’, by setting the status to ‘Approved’.

Select the green ‘Submit’ button to save these changes. Changes will be reflected on Rota and the users ‘Holiday Balance’.

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