Before you get started
The Worknice leave app is not activated by default. Add this app from the App directory.
What is the Worknice Leave app?
It is a simple leave management provided by Worknice. This is a great app to use when your payroll platform isn’t integrated with Worknice for leave requests, and you want to consolidate a modern and simple to use leave management system within Worknice.
Key features;
Employee self service leave requests
Allow selected employees to request leave. Leave requests have the following elements and configurations;
Elements
- Leave types available
- Additional notes available
- Start and end dates
- Attachment uploads (sick notes etc)
- Leave approvals - Enforce leave approvals for all leave requests
Configurations
- Optional start and end time
- Optional leave hour total
Org wide leave request management
Review all organisation wide leave requests (historical and future) in the Leave section on the left hand menu.
Additionally, Account Owners and Employees can review their individual leave requests (historical and future) under the Leave tab in their person profile.
Enhance Leave Visibility with Our Organisation-Wide Calendar
Empower managers and employees to easily follow leave policies with a centralised, organisation-wide calendar. This intuitive calendar displays all approved employee leave requests, highlighting overlaps to ensure better planning and workforce management.
Access the leave calendar now
- Go to the Personal section of your left hand menu
- Click Calendar
Export leave requests
Export all organisation wide leave requests (historical and future) in the Leave section on the left hand menu. Export by clicking the Download button.
Matching existing employees in Worknice to the leave app
In the integration view, you will now have a list of Remote records. This is a list of all people found in your integrated platform. At this point, you can map employees from the integrated platform to employees in Worknice. Follow the steps below;
- Next to an employee you want to match in Worknice, click Connect and choose the option Connect to an existing person
- Find the associated person in the list of Worknice employees. The name in Worknice does not need to match the name in integrated platform. Yay!
- The person connection between the integrated platform and Worknice will update to status = Matched (pending)
- Connect other people as desired
- Click the Sync button to begin the free flow of data between the systems for all matched people. Their status will change to Matched
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.