Learning path: Timesheets — Guides
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The Add Shift/Leave feature also allows admins to record leave for employees, ensuring that absences are accurately tracked and documented. Here’s how to add a leave entry using the form:
Steps to Add Leave:
1. Access the Add Shift/Leave Form
- On the Timesheets page, click the + Add shift/leave button. This opens a form to input either shift or leave details.
2. Select the Site
- Choose the appropriate work site from the dropdown. Even though the employee is on leave, associating the leave with a site helps with accurate location-based reporting.
3. Assign the Employee
- Select the employee who is taking the leave from the dropdown list. This ensures the leave is properly recorded under their profile.
4. Toggle Off "Arrived at Work"
- Ensure the Arrived at work toggle is switched off. This step is crucial when adding leave, as the employee will not be present on-site.
5. Set the Absence Date
- Enter the Absence Date for when the leave is to be recorded. This ensures the leave is applied to the correct day.
6. Choose the Reason for Leave
- Select one of the predefined reasons for the leave:
- Leave: General time off, such as vacation.
- Sick: For sick days.
- Family: For family-related leave.
- Other: For any other reasons not covered by the above categories.
7. Add a Supporting Document (Optional)
- If applicable, upload a supporting document, such as a medical certificate or approval form. Simply drag and drop a PDF or image file into the designated area or click to select a file from your device.
8. Save the Leave Entry
- Once all details are entered, click the + Add Shift button (which functions for both shifts and leave entries) to save the leave record. The new entry will appear in the Timesheets table, with clear documentation of the absence.
Key Points to Remember:
- Toggle Off "Arrived at Work": Make sure this is off to correctly indicate that the employee is not present.
- Reason Selection: Choose the most appropriate leave reason for accurate record-keeping.
- Supporting Documents: Upload relevant documents if required for compliance or record purposes.
- Review: After adding the leave entry, verify it in the Timesheets table to ensure all details are correct.
Adding leave through the WorkWeek dashboard helps maintain a complete and accurate record of employee absences, supporting both operational planning and compliance requirements.
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