How to Manage Leaves in the Shift Page
Factorial now allows users to manage leaves directly from the Shift Page, providing a more streamlined process for handling time-off requests. This enhancement ensures that shifts and absences are managed in a unified way, preventing conflicts and improving scheduling efficiency.
With this feature, users with the appropriate permissions can add, approve/reject, and delete leaves within the Shift Page, rather than navigating separately to the Time Off module.
Available Actions
1. Adding Leaves
Users with the “Create Leave” permission can add leaves.
- In the sidebar, click on Shifts
- Select an employee’s shift or cell in the Shift Page
- Click Add Time-Off
- Fill in the leave details
- Submit the request
2. Approving or Rejecting Leaves
Users with the approval permission can approve or reject leaves.
- In the sidebar, click on Shifts
- Select pending leaves within the Shift Page
- Approve or reject them using the same interface as the Time Off module
- If rejecting, they can provide a reason
Example: If an employee Adan has a pending leave request, his manager with the necessary permissions can review and approve the leave directly within Shift Management. Once approved, the shift automatically moves to backup state.
3. Deleting Leaves
Users with the “Delete Leave” permission can delete leaves.
- In the sidebar, click on Shifts
- Select an approved leave
- Delete the leave
- The associated shift will return from backup to draft state, making it visible to the employee again
Important Behavior: Shifts & Approved Absences
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Shifts overlapping an approved absence will automatically move to backup state.
- In backup state, the shift is only visible to managers.
- If an approved leave is removed, the associated shift moves back to draft state and can be re-published.
Example Use Cases
Approving a Leave Request
- Employee Alena requests time off while having published shifts.
- Helen (manager) with approval permissions reviews and approves the request.
- The leave becomes permanent, and the overlapping shifts move to backup state.
Editing an Approved Leave
- Helen needs to extend Alena’s leave by one day.
- She modifies the leave request and saves the changes.
- The updated leave period is reflected immediately in the Shift Page.
Deleting a Leave
- Helen decides that Alena’s leave request is no longer valid.
- She deletes the approved leave.
- The previously backup shifts automatically return to draft state, making them visible again to the employee.
Adding a New Leave from Shift Page
- Helen needs to assign time off to Alena.
- She clicks the plus button in the Shift Page.
- Selects Time Off (same interface as the Time Off module).
- Chooses the appropriate leave policy and submits the request.
- If there was a shift in place, it moves to backup state.