New Features in Staff Leave Section
The following new features were introduced to improve staff leave management, making it easier to track, select, and include relevant bookings and shifts in leave applications.
For steps on creating a leave schedule for staff members, see the Leave Schedule section in the Set Up Staff Work Availability documentation.
Keywords: leave management, staff leave schedule, staff leave application, staff leave tracking, staff work availability, booking refresh button, include bookings in leave, preferred staff bookings, allocated bookings, manage staff leave
Key features:
Added a Refresh Button to update the list of affected bookings and shifts during the selected leave period.
To use: Click the Refresh button to reload the bookings affected by the selected leave period.
Added a Switch Toggle to show or hide bookings and shifts with preferred staff during a leave period. Under the Allocated Bookings on Time of Leave section:
If you turn on the toggle Show Preferred Staff Bookings & Shifts, bookings and shifts involving preferred staff during the leave period will be displayed. This provides a clear overview of impacted days, allowing you to easily add them to the leave application and arrange coverage for affected bookings and shifts.
Note: Items with a client name are pulled from care plan items, while items without a client name are pulled from shift patterns.
Added a checkbox next to each allocated booking or shift, allowing users to include specific bookings or shifts in a leave application.
To use: Tick the checkbox next to any bookings or shifts you want to include in the leave application.
When you select a booking or shift, its date and corresponding start and end times will be added to the Select Days section above. This eliminates the need for manual entry and ensures the booking or shift is included in the list of leave days.
5. Added a note if the leave end time might already be for the next day. This helps prevent confusion and potential scheduling errors by alerting users to possible overnight leave scenarios.
6. Added the ability for users to change the number of hours in overnight leave scenarios. This gave users flexibility to record and adjust leave durations that span across days.
7. Added display of allocated bookings during the time of leave for all bookings with sleepover.
8. Added a moon icon beside the booking ID to make it easier to visually identify staff leave on days with sleepover bookings. This helps coordinators quickly identify and reallocate sleepover bookings as needed.
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