Leave Management

This guide covers how to manage leave requests, approvals, and tracking in Taskr.

Accessing Leave

Navigate to Leave from the sidebar or go to /leave.

Leave Dashboard

Overview

The leave dashboard shows:

Section	Content
Pending Requests	Requests awaiting approval
Upcoming Leave	Approved upcoming absences
Calendar View	Visual leave calendar
My Leave	Your own leave history

Views

View	Description
List	Table of all requests
Calendar	Monthly calendar view
My Requests	Your own requests
Pending	Requests to approve

Leave Types

Standard Leave Types

Type	Description	Typical Accrual
Annual Leave	Vacation/holiday	Per year
Sick Leave	Personal/carer’s leave	Per year
Personal Leave	Other personal matters	As needed
Unpaid Leave	Leave without pay	No accrual
Compassionate	Bereavement leave	As needed
Parental Leave	Maternity/paternity	Statutory

Requesting Leave

Step-by-Step

Navigate to Leave
Click New Request or +
Fill in details:
- Leave Type (required)
- Start Date (required)
- End Date (required)
- Reason/Notes
Click Submit

Request Fields

Field	Required	Notes
Leave Type	Yes	Select from dropdown
Start Date	Yes	First day of leave
End Date	Yes	Last day of leave
Half Day	No	Morning or afternoon
Reason	No	Brief explanation
Attachments	No	Supporting documents

Half-Day Leave

For half-day requests:

Select same date for start and end
Check Half Day option
Select Morning or Afternoon
Submit request

Leave Approval Workflow

Approval Flow

Employee Submits
      ↓
Manager Reviews
      ↓
Approved or Rejected
      ↓
Employee Notified

Approving Leave (Managers)

Go to Leave > Pending
Review request details
Click Approve or Reject
Add comments if needed
Confirm action

Request Statuses

Status	Meaning
Pending	Awaiting approval
Approved	Request approved
Rejected	Request declined
Cancelled	Withdrawn by employee

Calendar View

Using the Calendar

Go to Leave > Calendar
See team absences by month
Color-coded by leave type
Click date for details

Calendar Features

Feature	Description
Month Navigation	Browse different months
Day Click	View details for date
Filter by Person	Show specific employee
Filter by Type	Show specific leave type
Today Indicator	Current date highlighted

Leave Balances

Viewing Balances

Employees can view their balance:

Go to Leave
See balance summary at top
Click for detailed breakdown

Balance Information

Column	Description
Entitlement	Total annual entitlement
Taken	Days already used
Pending	Days in pending requests
Available	Remaining balance

Accrual Settings

Leave accrual is typically configured by administrators in Settings. Common accrual methods:

Method	Description
Annual	Full entitlement at start of year
Monthly	Accrues each month
Per Pay Period	Accrues each pay cycle

Managing Leave (Administrators)

Adjusting Balances

Go to employee’s profile
Navigate to Leave tab
Click Adjust Balance
Enter adjustment amount
Add reason
Click Save

Adding Leave Types

Go to Settings > Leave Types
Click Add Type
Configure:
- Name
- Paid/Unpaid
- Accrual rules
- Approval requirements
Click Save

Notifications

Leave Notifications

Event	Who is Notified
New Request	Manager/approver
Approved	Employee
Rejected	Employee
Upcoming Leave	Team members (optional)
Balance Low	Employee

Notification Settings

Configure in Settings > Notifications:

Email notifications
In-app notifications
Calendar sync

Reports

Leave Reports

Report	Shows
Leave Summary	Leave taken by type
Balance Report	Current balances all staff
Absence Report	All absences for period
Approval Report	Approval turnaround times

Running Reports

Go to Leave
Click Reports or Export
Select report type
Set date range
Download

Integration with Scheduling

Schedule Visibility

Approved leave appears in:

Team schedule
Job scheduling
Resource planning
Availability views

Conflict Detection

When scheduling:

System warns of leave conflicts
Shows who is unavailable
Suggests alternatives

Best Practices

For Employees

Request leave in advance
Provide clear reasons
Check team calendar first
Cancel if plans change

For Managers

Respond to requests promptly
Consider team coverage
Be consistent in decisions
Document rejections

For Administrators

Set clear leave policies
Configure accruals correctly
Review balances regularly
Plan for year-end

Troubleshooting

Common Issues

Issue	Solution
Can’t submit request	Check balance sufficient
Request stuck pending	Contact manager/admin
Wrong balance	Request balance adjustment
Can’t approve	Check you have permission
Leave not on calendar	Refresh or check filters

Back to People Overview | Back to Documentation Index

​Leave Management

​Accessing Leave

​Leave Dashboard

​Overview

​Views

​Leave Types

​Standard Leave Types

​Requesting Leave

​Step-by-Step

​Request Fields

​Half-Day Leave

​Leave Approval Workflow

​Approval Flow

​Approving Leave (Managers)

​Request Statuses

​Calendar View

​Using the Calendar

​Calendar Features

​Leave Balances

​Viewing Balances

​Balance Information

​Accrual Settings

​Managing Leave (Administrators)

​Adjusting Balances

​Adding Leave Types

​Notifications

​Leave Notifications

​Notification Settings

​Reports

​Leave Reports

​Running Reports

​Integration with Scheduling

​Schedule Visibility

​Conflict Detection

​Best Practices

​For Employees

​For Managers

​For Administrators

​Troubleshooting

​Common Issues