Permission Level: Admin/Managers
Device: Smartphone
This article is designed for Admin and Manager access via smartphone.
Viewing and actioning staff leave requests
This article explains how to view and action staff leave requests using the RosterElf browser application. Managers and admins can easily track and manage leave requests submitted by employees. You will learn how to access, review, and approve or decline leave requests, ensuring streamlined workforce planning.
Managing leave requests from the browser keeps your scheduling up to date while maintaining clear communication with your team. Follow the steps outlined below to handle leave requests effectively.
1. Accessing the leave requests dashboard
The first step in managing leave requests is navigating to the Leave section in the dashboard. This area displays all pending and archived leave applications, making it easy to review and action requests.
1.1. Navigating to the leave section
Follow these steps to access the leave requests dashboard:
1.1.1. Log in to your RosterElf account.
1.1.2. On the dashboard, locate and click the Leave block.
1.1.3. View two tabs: Pending (for unapproved or declined requests) and Archived (for processed requests).
2. Reviewing pending leave requests
Pending leave requests include details such as employee names, date ranges, and the number of requested days. This allows you to assess and decide on each request.
2.1. Viewing pending leave requests
Follow these steps to review pending leave applications:
2.1.1. Click on the Pending tab in the Leave section.
2.1.2. Review the displayed list of leave requests.
2.1.3. Note the employee's name, requested dates, and total days.
3. Actioning leave requests
Once you’ve reviewed a request, you can approve or deny it based on your assessment.
3.1. Approving or declining a leave request
Follow these steps to action pending leave requests:
3.1.1. Click on the specific leave request to open the details window.
3.1.2. Review the provided information, including dates and notes, if any.
3.1.3. Click Approve to accept the request or Decline to reject it.
3.1.4. Once actioned, the request will move to the Archived tab for future reference.
FAQs about managing leave requests in RosterElf
1. How do I access the leave requests dashboard in RosterElf?
Log in to your RosterElf account and click the Leave block on the dashboard. You'll find two tabs: Pending for unprocessed leave requests and Archived for actioned requests.
2. Where can I review pending staff leave requests?
Pending leave requests are under the Pending tab in the Leave section. Here, you can view details such as employee names, requested dates, and the total number of leave days.
3. How do I approve or decline a leave request?
Click on a specific leave request in the Pending tab to open the details window. Review the information provided, then click Approve to accept or Decline to reject the request.
4. What happens after I action a leave request?
After approving or declining a leave request, it moves to the Archived tab. This ensures you can refer to processed requests in the future if needed.
5. Can I view both approved and declined leave requests?
Yes, both approved and declined leave requests are stored in the Archived tab, providing a complete record of all actioned requests.