Edition: Professional, Business, Enterprise
User-level: All user levels
Previous steps: N/A
With SynergyHR enabled, approved leave or unavailability requests automatically create a timesheet entry for the the leave. This helps to relieve some of the administrative burden, and also allows you to bulk-add specific leave times such as Public Holidays/Bank Holidays.
Adding Leave Creates Timesheet Entry
Once a leave request/unavailable period has been added and approved, the related entry in timesheets is automatically created.
Admins and Managers can add leave on behalf of other people.
Organisation drop-down > Availability > Team Availability.
Click "Add", and select the appropriate option from the ones available to you.
Depending on your permissions in Total Synergy, the following options are available: "Me", "Others", "Adjustment".
When using "Others", you can add leave for "All staff", "My direct reports", and specific "Office staff".
Select the leave Type.
Select the leave Detail.
Add any comments needed.
A notification will pop-up indicating that timesheets have been created automatically:
Timesheet entry created with note to say when the leave was approved:
Deleted and Modified Leave Entries
When a leave entry is declined or cancelled via the availability register/calendar (after initially being approved), the timesheet entries associated with that entry will be deleted automatically.
There will be no need to manually delete the timesheet.
When an entry is cancelled or declined, a notification will pop up warning you that the timesheets will be removed. Click 'Understood' to confirm the removal action.
Deleting a timesheet entry manually will not cancel the leave request.
Cancelling the leave request:
Notification of timesheet entries for that period being removed:
