Leave Management
18 guides in this category.
Filtering Leave Requests by Staff Member
In the Leave Planner, filter all requests down to one or more specific staff members to quickly find and manage their leave.
How to Amend a Leave Request (Including Custom Hours)
Approvers can amend a leave request — adjusting dates, leave type, or hours — either before or after approval.
How to Approve a Leave Withdrawal Request (Manager)
If a staff member tries to cancel approved leave (e.g. their plans changed), they file a withdrawal request rather than just deleting the leave. It lands in ...
How to Approve Leave (Roster Builder)
1. Go to Leave Planner (Sidebar → Leave Planner)
How to Cancel Approved Leave (Admin)
Roster builders and admins can cancel any approved leave directly from Leave Planner — you don't have to wait for the staff member to withdraw it.
How to Cancel or Modify Leave
1. Go to Leave Planner (Sidebar → Leave Planner)
How to Check Your Leave Usage and History
View your leave usage over a period (Leave Ledger):
How to Request Leave
1. Go to Leave Planner (Sidebar → Leave Planner)
How to Use the Leave Calendar
1. Go to Leave Calendar (Sidebar → Leave Calendar)
How to Use the Leave Ledger
The Leave Ledger provides detailed analytics on leave usage over any period.
Leave Conflict Detection — What It Means and What to Do
When you approve a leave request, the system automatically checks whether the staff member has overlapping leave during the same period. If a conflict is fou...
Leave Notes and Document Attachments
Leave requests now support notes and document attachments for a full audit trail.
Open Shifts Created Automatically From Approved Leave
When a staff member's leave is approved and they have rostered shifts during that period, the system automatically unassigns those shifts and creates open va...
Reading the Leave Calendar — Traffic Lights and Soft Caps
The Leave Calendar is a read-only org-wide view of approved leave across every Craft Group / Stream you have view access to. It complements the Leave Planner...
Types of Leave You Can Request
The available leave types depend on your organization's settings. Common types include:
Understanding Leave Blackout Periods
Some organizations set blackout periods when leave is restricted (e.g., during peak times, Christmas period, or major events).
Understanding Leave Hours — Contracted vs Calendar Days
Learn how leave hours work in two different ways depending on context (deduction vs coverage).
What Happens to My Shifts When I Take Leave
If you see a shift during approved leave: