help.leaveplanner.comLeavePlanner Help File – Your absence management

solution System Administrator Guide 1 – Getting Started 2 – Creating Departments 3 – Adding your Employees 4 – Managing LeavePlanner Users 5 – Adding Low Cover Groups 6 – Allowance Change Requests 7 – Configure Intranet Integration 8 – Import Files 9 – Changing your Leave Year 10 – Advanced Working Pattern Employee Guide 1 – Logging in to LeavePlanner 2 – View My Summary 3 – Viewing the Planner 4 – Creating Calendar Views 5 – Requesting Leave 6 – Requesting Allowance Change 7 – Authorising Requests 8 – Outlook add-in 9 – iCAL Sync 10 – LeavePlanner App 11 – Password Reset 12 – Outlook Sync Troubleshooting Tech Guide: Enterprise Installation Enterprise Upgrade Configuring SAML for Okta User Manual 1 – Home Screen 1.1 – View Planner 1.2 – My Summary 1.3.1 – My Settings – Calendar Views 1.3.2 – My Settings – Two Factor Authentication (2FA) 1.3.3 – My Settings – Personal Settings 1.4 – Manage Requests 1.5 – Request Holiday 1.6 – Sick Leave Notification 1.7 – Request Absence 1.8 – Request Other 1.9 – Request Allowance Change 2 – User Admin 2.1 – Manage Users 2.2 – Low Cover Protection 2.3 – Bulk Leave Request 3 – Organisation Admin 3.1 – Organisation Settings 3.1.1 – Enabling Single Sign On 3.2 – Organisation Structure 3.3 – Leave Settings 3.4 – Leave Blackouts Glossary Of Terms Release Notes Useful Links Welcome Hello and welcome to the LeavePlanner online help website. What is LeavePlanner? This website has been designed to help existing LeavePlanner users get the most out of their system. If you aren’t yet using LeavePlanner, you can still access our public user guide – but head over to LeavePlanner.com and contact us for more information or request a free trial. Maintaining up-to-date records of holiday entitlement, authorising and logging holidays taken and recording sick leave is a time consuming and consequently costly exercise. Keeping track of who is out of the office, especially as sick leave is inevitably taken at short notice, can be a headache. LeavePlanner.com has been designed from the ground up to enable companies to track all types of employee leave. Whether the employee has pre-booked some time off work or taken unexpected sick leave, the system will give you the overall picture of who is in, who is out, who has taken holiday and who still has holiday to take. Not only does the system handle all of the mundane tasks for you, including holiday authorisation by multiple levels of management, but it will also provide valuable reports on which to base personnel decisions. Using this online help resource There are two ways to use this online help, either by the How To Guide or the User Manual . The guide is function based and gives you step-by-step instructions on tasks you may want to carry out in LeavePlanner. The manual gives detailed explanations of each page and a glossary of terms. As always, our support team are always on hand to offer advice for any queries on how to configure LeavePlanner for your organisation. If you have any queries that aren’t covered in the guide – please contact us. Enjoy! The LeavePlanner Team Copyright 2024 © LeavePlanner.com LeavePlanner.com. All Rights Reserved. - LeavePlanner.com is part of Index eBusiness Ltd Registered Office: 182-184 Fleet Road, Fleet, Hants, GU51 4BS. Registered in England No 2035456 System Administrator Guide 1 – Getting Started 2 – Creating Departments 3 – Adding your Employees 4 – Managing LeavePlanner Users 5 – Adding Low Cover Groups 6 – Allowance Change Requests 7 – Configure Intranet Integration 8 – Import Files 9 – Changing your Leave Year 10 – Advanced Working Pattern Employee Guide 1 – Logging in to LeavePlanner 2 – View My Summary 3 – Viewing the Planner 4 – Creating Calendar Views 5 – Requesting Leave 6 – Requesting Allowance Change 7 – Authorising Requests 8 – Outlook add-in 9 – iCAL Sync 10 – LeavePlanner App 11 – Password Reset 12 – Outlook Sync Troubleshooting Tech Guide: Enterprise Installation Enterprise Upgrade Configuring SAML for Okta User Manual 1 – Home Screen 1.1 – View Planner 1.2 – My Summary 1.3.1 – My Settings – Calendar Views 1.3.2 – My Settings – Two Factor Authentication (2FA) 1.3.3 – My Settings – Personal Settings 1.4 – Manage Requests 1.5 – Request Holiday 1.6 – Sick Leave Notification 1.7 – Request Absence 1.8 – Request Other 1.9 – Request Allowance Change 2 – User Admin 2.1 – Manage Users 2.2 – Low Cover Protection 2.3 – Bulk Leave Request 3 – Organisation Admin 3.1 – Organisation Settings 3.1.1 – Enabling Single Sign On 3.2 – Organisation Structure 3.3 – Leave Settings 3.4 – Leave Blackouts Glossary Of Terms Release Notes Useful Links WooCommerce not...