Staff members are able to book and request holidays as follows:
a. You can use the "Holiday Calendar" feature or you can schedule a Holiday or Day off using an Away.
b. Scheduling a "New Away".
c. From Settings>Practitioners.
a. From Settings>Holiday Calendar
While logged into your profile, go to Settings>Staff section>Holiday Calendar. then select the "Request a Holiday" button located in the top right corner of the page.
You will get this Scheduling/Away popup.
To view a listing of Holidays, request a Holiday, see Pending and Approved Holidays go to Settings, Practitioners, click the down arrow beside the practitioner name and select "Holiday".
c. From Settings>Practitioners
Go to Settings>Practitioners
Click the down arrow to the left of the Practitioner Name and select Holidays.
You will be directed to a list of Holidays.
Staff who have access to approve vacation will be logged in their own administrator profile. Then, go to Settings>Practitioners or Administrators. Click the down arrow to the left of the employee name, select the Holiday option. You will see a list of holidays the individual staff member has requested.
Click the icon to the left of the item and select Approve, Decline etc.
- The options under the Status field (approve, decline) can be restricted based on the employee's User Type. Settings>User Types.
- The employee should notify the appropriate Manager they have requested a Holiday so the Manager can approve or decline the request. Currently, there is no automated notification of a request or response for this feature.
d. From an Away
From the schedule view, click the down arrow beside the Practitioner's name and select "New Away".