This section allows you to add and track provider time off and days off.
TherapyPM allows you to track provider leave in two ways:
- Leaves Quota
- Leaves (List View).
How to Navigate Leaves Quota?
This section gives a dynamic view of the number of days off available, the number of days off used, and the remaining days off for the provider.
- Click the Leaves Tracking tab from the left navigation in the Staff Bio module.
- Click the Leave Quota tab on the screen to access the dynamic leave tracking view.
- This sub-tab lists the types of leave that the providers/ staff select when applying for leave.
- The boxes denote the following:
- Initial Brought Forward: Displays the number of days carried forward. Update it by clicking the "Change" button.
- Quota: Displays the number of leave days allocated to the provider or staff based on the facility's leave policy.
- Used: Indicates the number of leave days the provider has utilized.
- Remaining: Displays the number of leave days left after deducting the used days from the initial brought forward and quota.
How to Manage Leaves in the List View?
- Click the Leave Tracking tab from the left navigation in the Staff Bio module.
- Click the Leaves tab on the screen to access the list view.
- The table contains the provider's day off information as follows:
- Leave type: This describes the type of leave.
- Date of Holiday: The date of the day off.
- Description: The description of the day off.
- Applied With: This field describes if the day off is half day or full day.
- Status: This column shows if the day off was approved, pending, or rejected.
- To create a new leave type, click on the Apply Leave button on the top right.
- For further options, use the Action column (right):
- Edit Icon: Click the paper-pen icon to edit information.
- Delete Icon: Click the red trash icon to remove the provider day off.