Edition: Professional, Business, Enterprise
User-level: All Users
With the Synergy HR add-on enabled, adding leave is streamlined - you get a new option for "My Availability", and once your leave is approved your timesheet is automatically updated to reflect the hours of leave entered.
How to Add Leave
Profile menu > ‘My availability’
Select 'Add' in the top right
Fill in the following fields:
Type: Select Leave
Detail: Choose the specific type of leave (e.g. Annual Leave)
Start Date: The first day of your leave
End Date: The final day of your leave
Comment: Optional—add a note about your leave request.
4. Click Save.
Synergy HR will calculate your leave balance in real-time and will give you an indicator if your balance is less than your leave request.
All leave requests will be pending approval once submitted, unless approvals are turned off at the organisation level.
Note: If your calendar hours are more or less than the "Default hours per day" in SynergyHR Settings, your "Days" may be more or less than a standard working day.
How to Modify Leave Requests
Profile menu > ‘My availability’
Select the '...' to the right of the request you want to edit > Edit details
Amend the leave request details
Click Save.
How to Add Public Holidays
System Administrators need to have configured and applied a Public Holiday policy to your staff file. If you add leave and it is showing hours, please speak with your System Administrator before adding the leave request.
Profile menu > ‘My availability’
Select 'Add' in the top right
Enter the following details:
Type: Select Leave
Detail: Choose Public Holiday as the detail
Start Date: The date of the public holiday
End Date: The same date
Comment: Optional—add a note about your leave request
The total days for leave booked on a public holiday should be 0, showing they have taken no leave from your balance.
Click Save.
Note:
Approved public holiday requests are not added to your timesheet automatically, as they are 0 hour days (like a Saturday or Sunday would be 0 hours).
The little umbrella icon indicates the day is a Public Holiday configured by your System Administrator.
How to Cancel Leave Requests
Profile menu > ‘My availability’
Select the '...' to the right of the leave request you want to cancel > set as cancelled
Track Your Leave Balance and Remaining Leave This Year
Note: This requires the option for displaying leave balances on the Policies assigned to you - please speak with your System Administrator if you do not see this option.
To track your balance as of today, not including future booked leave:
Profile menu > My Availbility
Your balance will be displayed at the top of the availbility register
To track your remaining leave balance, including upcoming booked leave:
Go to Profile menu > My Availability
Click Add in the top-right corner
Set the following:
Type: Leave
Detail: Annual
Start Date and End Date: Set both to the last day of your leave year
This will display your leave balance as at that date, reduced by any future booked and approved leave
