Book absences including sickness and annual leave from the rota screen

Log on to the system

Click on the Management Menu.

Select the Roster tile from the home screen.

Select the Rota tile from the home screen.

Select the relevant team from the View - drop-down list.

In the Rota Period drop-down list, select the relevant roster period

Press the refresh rota button to load

A table of employees and roster details are displayed. Find the relevant team member and click on the Book absence icon next to their name, the book absence screen is displayed

Enter the absence information

To record a sickness absence, select the sickness category from the absence type drop-down box.

Select the appropriate reason for the absence.

Select the secondary reason from the drop-down. If required - enter a comment in the Absence comment field.

Leave the extenuating Circumstances box blank

select Next

Select the type as a Full Sickness (Days).

Click on the calendar for the Start Date and select the Start Date for the date of absence and the End Date for the last day – if different.

select Next.

Confirm the Dates screen will appear with Pay Type defaulted to NA.

Select Confirm

A banner appears stating Booking Approved.

Select OK, to action the absence. The Session will now display with the staff member removed.

A shortfall is now created for the roster for that day.

To record annual leave - select holiday from the drop-down box and click next.

Select either ‘full holiday’ if the absence is for a full day, or ‘part holiday’ absence is for part of a day.

Click on the calendar for the Start Date and select the Start Date for the date of the absence and the End Date for the last day – if known.

Enter the number of hours for the absence on that day.

Now confirm the dates by pressing Next

Select OK, to action the absence. The Session will now display with the staff member removed (if full day).

Additional absence options include rostered days, paid part days, special paid, and training days.

After clicking ok, the system generates and updates the roster. The screen returns to the roster screen with updated sickness absence showing in green.

To close the rota, click the X icon to close or _ to minimize. Use the side menu to return to Admin and Management tasks.