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This article explains how to add a new leave timesheet or convert an existing timesheet to leave from the Approve Timesheets page.
Before you read
- Target audience: This article is for users with System Administrator and Location Manager access.
- Plan restrictions: This feature is available on all Deputy plans.
This article covers:
Before you add or convert a leave timesheet
You can record leave from the Approve Timesheets page in two ways.
If a timesheet doesn't already exist, add a new leave timesheet.
If a timesheet already exists for a shift the team member didn't work, you can convert the existing timesheet to leave instead.
Add or convert a leave timesheet
From the Approve Timesheets page, you can either add a new leave timesheet or convert an existing timesheet to leave.
Add a leave timesheet
Add a leave timesheet when a team member didn't work and the time should be recorded as leave.
Note: The setting to add a leave timesheet must be turned on by a System Administrator in Business Settings.
- From the Add button option, click Add leave.
- Confirm or enter the leave details below before clicking Approve.
- Team member
- Date
- Start and finish time
- Leave type
- Meal or rest breaks, where applicable
- Now that the leave timesheet has been approved, it will appear in the Approved tab. The pay component and pay details are then calculated automatically. If you need to make any changes, see How to edit a timesheet.
Convert a timesheet to leave
Convert a timesheet to leave when a timesheet already exists for a shift the team member didn't work.
You can convert pending, absent, late, and upcoming timesheets to leave.
- Open the timesheet you want to convert, then click Convert to leave.
- Confirm or update the leave details before clicking Approve and next.
- Leave type
- Date
- Start and finish time
- Meal or rest breaks, where applicable
- The timesheet is converted to leave and appears in the Approved tab with the selected leave type. If you need to make any changes, see How to edit a timesheet.