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Leave Rotas

Concept

The Leave Rotas page works with leave rota records in the HCM module. It supports human capital setup, employee records, workforce activity, leave, payroll, loans, or performance management depending on the selected area.

Fields

FieldMeaning
Rota NoRota reference.
StaffEmployee on rota.
DatesPlanned leave dates.
StatusWorkflow state.

HowTo

  1. Open HCM and choose Leave Rotas from the Leave Mgt area.
  2. Use filters or search to find the relevant employee, setup record, workflow, period, or transaction.
  3. Open the record to review dates, status, assigned people, and linked information.
  4. For editable workflows, choose New or Update, complete the required fields, and save.
  5. Confirm the downstream staff record, leave balance, payroll run, appraisal, or workflow status reflects the change.

Screenshots

Fig 1 Showing Rota Submissions
Fig 1 Showing Rota Submissions

Fig 2 Searching Rota Submissions-before
Fig 2 Searching Rota Submissions-before

Fig 3 Searching Rota Submissions-After
Fig 3 Searching Rota Submissions-After

Fig 3 Staff List
Fig 4 Staff List

Fig 3 Filter with Name
Fig 5 Filter with Name

Fig 3 Edit Submissions
Fig 5a Edit Submissions

Fig 3 View Edit Screen
Fig 5b View Edit Screen

Fig 3 Edit Date
Fig 6 Edit Date

Fig 3 New Date
Fig 7 New Date r

Fig 3 Search For Reviewer
Fig 8 Search For Reviewer

Fig 3 Search For Reviewer
Fig 9 Search For Reviewer

Fig 3 Save Rota Submissions
Fig 10 Save Rota Submissions

Fig 3 Send Rota Submissions
Fig 11 Send Rota Submissions

Fig 3 Recall Rota Submissions
Fig 12 Recall Rota Submissions

Fig 3 Discard Rota Submissions
Fig 13 Discard Rota Submissions

Fig 3 Discard Note
Fig 14 Discard Note

Fig 3 Approve Rota Submissions
Fig 15 Approve Rota Submissions

Fig 3 Reject Rota Submissions
Fig 16 Reject Rota Submissions

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