If you are an admin of a Planday organisation, you can now easily set up rules for leave based on the most commonly used scenarios in your company or base them on your country. To help you get an overview of leave management, consider the following flow:
Set up a leave policy
Create leave accounts for your employees
Leave accounts are used to track balances and leave requests of individual employees. Once you set up leave policies for your salaried or hourly staff, you can create leave accounts for them.
When setting up leave accounts, you have the option to do it manually for an individual employee or in bulk based on eligibility criteria. Alternatively, you can set the policy to create accounts automatically for all employees in selected departments, employee groups and employee types.
Employees request leave or manager creates a request
Once leave accounts have been set up, employees can request time off through Planday online or via the mobile app.
As an admin, you also can register a leave request on behalf of an employee if you have a verbal agreement with them outside of Planday.
A manager acts on a leave request
After employees request leave, you, as a manager, can accept or decline the request.
You can add an optional note when approving or rejecting a leave request.
All approval or rejection actions against leave requests will always be recorded in the leave request history for you and the employee.
The data from approved leave requests is displayed on the schedule, aiding in scheduling shifts and is passed on to payroll as an approved timesheet entry.