Holiday and time off

Asking for time off

Staff in the menu → Leave (Clinic and Practice plans) → Ask for time off: the type (holiday, time off in lieu or other absence), the first and last day, whether it's a whole day or a morning or afternoon, and a note if you like. Press Ask for it. You can cancel leave that hasn't started.

Your allowance

Leave is counted in hours, from your usual diary hours (a half day is half). Your holiday shows what's left, taken and waiting for approval; only holiday counts against it. The owner sets each person's Holiday a year (hours) in Settings → Team. The leave year starts in April.

Approving

Each request gives managers a task. Under Waiting for a decision, press Approve or Decline. Approved leave comes off the diary by itself, so online booking won't offer those times; if patients are already booked then, managers get a task to arrange cover. Overlapping leave isn't allowed.

Recording an absence

Managers use Record an absence for sickness, parental leave and the like: it's approved straight away. Never note medical details.

Balances and payroll

Managers see everyone's Holiday balances for the year and Export for payroll as a spreadsheet. Colleagues only see that someone is off, not why.