Although Staffwise does not have a dedicated feature for tracking holiday or annual leave, you can achieve this by using the job scheduling functionality. Follow the steps below to track annual leave for your staff:
Step 1: Create a Job for Annual Leave
- Go to the Jobs section.
- Please create a new job specifically for tracking annual leave (e.g., name it Annual Leave Tracker).
Step 2: Add a Role for Annual Leave
- Within this job, create a role titled Annual Leave (or something similar).
- This role will be used to represent leave periods for any staff member.
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Step 3: Add the Leave to the Schedule
When a staff member requests time off:
- Navigate to the Schedule tab of the Annual Leave job.
- Add schedule entries for the requested dates.
Example: If Amy requests annual leave from June 1st to June 14th, add entries only for the weekdays between those dates.
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Step 4: Book the Staff Member
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Book the relevant staff member (e.g., Amy) onto the scheduled Annual Leave shifts.
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Step 5: Reporting on Annual Leave
- Go to Reports > Staff Stats > Hours Worked.
- Apply the following filters:
- Role: Annual Leave
- Start date: Select a 12-month window starting from your desired month.
- This will display the total annual leave hours logged for each staff member.
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