To enable Work Days Templates in your Express Leave company
To have Work Days Templates enabled in your Express Leave company, please raise a new case online and reference the title of this article.
Templates apply to leave requests only, not timesheets. By default, Express Leave is set up to manage leave requests for employees who work Monday-Friday. For example, if a leave request is submitted for Friday-Tuesday then Saturday and Sunday will not be counted as leave days because Express Leave factors in weekends as well as public holidays (national and regional, for Australia and New Zealand).
If your organisation employs flexible workers whose shifts include weekends and public holidays, you can use Work Days Templates to manage leave requests.
Once this feature has been enabled in your Express Leave company, the Templates option is available on the Company Admin menu.
Templates define the days and the number of hours per day each group of employees works. So, if you have both Monday-Friday employees and shift workers, you’ll need to set up a template for each group and assign a template to each employee.
If an employee has a variation to their workdays or their assigned template, you can override the hours for each day, as needed. To show that the standard template has been overridden, the Load hours from Template field then updates to Custom (before the override, this field displayed the name of the template assigned to the employee).
To create a Template
Choose Templates from the Company Admin menu and select Create New Template.
Give the template a name and enter the hours for each day for this group of employees, as shown in the example below:
Next, select whether this group of employees work on a public holiday or not.
Choose Save.
Repeat the above steps to create any additional templates required.
Assigning a Template to an employee
Now that you've set up your templates, you'll need to assign a template to each employee.
To assign a template to an employee:
Choose Manage Users from the Company Admin menu.
For each employee, choose Assign Hours and select a template, then choose Save.
To unassign a template from an employee
Choose Manage Users from the Company Admin menu.
For each employee, choose Edit under the Work Days column.
Choose Unassign Hours next to the Load Hours from Template dropdown box.
For more information on Express Leave setup and usage, see the Express Leave and Timesheets help and user guide.