This section allows you to add and track provider time off and days off.


Video Walkthrough

For a live demonstration on Staff Leave Tracking, watch the below video:


Manage Leave Quota

  1. Click the Leaves Tracking tab from the left navigation in the Staff Bio module.
  2. Click the Leave Quota tab on the screen to access the dynamic leave tracking view.
  3. This sub-tab lists the types of leave that the providers/ staff select when applying for leave.
  4. The boxes denote the following:

a. Initial Brought Forward: Displays the number of days carried forward. Update it by clicking the "Change" button. You will be directed to a pop-up window where you can make the necessary edits and update the required information. Once all changes are completed, click Save to apply the updates.

b. Quota: Displays the number of leave days allocated to the provider or staff based on the facility's leave policy. Click the “Change” button to update the configuration. You will be directed to a pop-up window where you can edit the leave settings.

In the pop-up, you can:
 

  1. Set the Leave Type (for example, configure it as an Unlimited Leave Quota).

  2. Define the Base Leave Quota.

  3. Configure Additional Days Based on Seniority Entitlement. 

  4. Configure Additional Days Based on Role. 

  5. Select Yes or No to enable Prorating for the Initial Year based on the user’s start date instead of applying the full quota at the beginning of the calendar year.

  6. After making the necessary updates, click Save to apply the changes.


d. Used: Indicates the number of leave days the provider has utilized. 

e. Remaining: Displays the number of leave days left after deducting the used days from the initial brought forward and quota. 



Manage Leaves


Navigate to the Leave Tracking page. Click on the Leaves tab.

Here, you will be able to:

  1. View all leave requests that have been applied for the staff.

  2. Edit or delete an existing leave using the Action button.

  3. Apply a new leave by clicking the Apply Leave button located in the top-right corner.

  4. In the pop-up window:

  1. Select the Leave Date.

  2. Choose the Leave Type from the dropdown.

  3. Enter a Description to provide the reason for leave.

  4. Select the Leave Duration from the dropdown.The default duration options include:
    Full Day, First Half, Second Half and Custom Time. If Custom Time is selected, you will be able to enter the start time (in hours) and specify the total leave hours.

  5. Click Apply Leave to submit the leave request.