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Holiday Requests and Allowance Tracking
When holiday requests come in by text, email or a word in the corridor, one gets missed, and someone ends up on a shift while they're away. In WorkRoster, staff send requests from their phone, you approve them, and approved holiday sits on the same roster you use to plan shifts.
From request to roster
An employee picks their dates in the app or on the website and sends a request. Managers can get an email about it, and a notification in the app.
You approve the request on the roster. The employee gets an email when it is approved, declined or changed, and the holiday appears on the roster. While they're away they show as unavailable when you assign shifts, so you don't book them by mistake.
Managers can also add holiday for anyone, for example when someone asks in person.
Allowances in days or hours
Set a default yearly allowance for the workforce and change it for anyone on their employee record. Count holiday in days, or in hours for staff whose days are different lengths. Choose the date your holiday year starts, such as January or April.
The holiday report shows each person's allowance, the days or hours confirmed and requested, and how much is left. Print it as a PDF, or export holiday to CSV.
Your rules
- Let staff send their own requests, or turn requests off so only managers add holiday.
- Show approved holiday to all staff, or only to managers and the person away. Staff see only their own requests until they are approved.
- Hide holiday from the roster and printouts, or keep it on a roster of its own.
WorkRoster has been well received by the team after the usual scepticism! They enjoy being able to see when others are away without having to ask their manager. We also use the system to allocate our clinical rooms, which works very well.
Daniel Vincent
Practice Manager
Ryalls Park Medical Centre
Common questions
Can I stop staff booking holiday themselves?
Yes. Turn off employee holiday requests in your workforce settings, and only managers can add holiday.
Will I see that someone is away before I put them on a shift?
Yes. They show as unavailable on the assignment menu for those days.
Can part-time staff have an allowance in hours?
Yes. Choose hours on their employee record and set their allowance in hours.
Our holiday year starts in April. Is that a problem?
No. Set the month and day your holiday year starts, and allowances and reports follow it.
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