Knowledge base article

How do I add a booking in the past?

You may only add past leave bookings if you are a 'Super User'. Please contact your 'Super User' for help.

'Super User' - To add leave (sick , holiday , un-paid ,etc etc) for a date that has already pasted , Click on the 'Administration' option on the right hand side on the menu bar (if you cannot see the 'Administration' option , then you are not a 'Super User')

Please note when using the administration area all restrictions are NOT applied, however holiday/vacation bookings will reduce/increase a staff members allowance accordingly 
i.e  You may book more leave than the staff member has allowance for, sending them to a negative balance.

In the 'Administration' interface.

Under 'Manage Staff Members' , click 'Manage Staff Members'. You will get a display , listing all of the staff members ( if not  , select 'All Departments' using the 'Select Departments' drop down option on the right hand side of your page.)

Find the staff member you wish to add the leave to , and select 'Leave'. -

Tip : To help select the staff member use the 'Select Departments' drop down (situated on the right) to filter the records .

A new interface is displayed , showing the leave given to the staff member.

In the bottom right hand corner shows a section 'Add New Leave for... ' + your staff members name.

Select the Leave Type from the drop down box.

Enter the 'Start Date' and 'End Date' or the 'Start Date' and number of days the staff member has already had / having.

Press 'Check Details' .

You may now add notes if required i.e doctors note received.

Then press 'Confirm Request'

The system will now process the request and add the leave to the staff members quota.

This facility may also be used by the 'Super user' to book any leave for any staff .

When the leave has been updated to the staff members allowance ,a new line will be displayed showing the new leave . At the end of the line is a 'Cancel' option . If this option is selecetd the leave will be removed and the leave allowance returned  to that staff member (if the leave typed affected  the allowance).

Help & Support

 

 

 

 

Still not answered your question? Why not contact support.


Reference W02569_N14348
Version Premium
Category How To
Keywords past , holiday , leave , vacation , sick, cancel , previous
Class
Created 16/04/2010 16:55:00
Revised 16/04/2010 17:21:00
Direct Link http://www.whosoff.com/support/knowledgebase/?ref=W02569_N14348



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