🎯 For advanced admins. See how to handle leave requests here.

You can learn more here if you want to apply for leave as an employee.

If you are unsure of what leave and absence employment terms are correct for your business or your employees, we encourage you to visit the Fair Work Commission Awards finder page or contact the Fair Work Ombudsman to discuss this further. Getting this right is very important and sets the foundation for paying your employees correctly. You should also seek any independent legal advice as appropriate for your business.

Register leave

This may become relevant if, for example, the employee does not have access to Planday or leave must be entered based on a verbal agreement or communication outside of Planday. The leave request can be added to Planday in two different ways:

Via Schedule > Leave requests > Register leave

or via Employees > click on an employee > Edit.

Switch to the Leave overview tab > scroll down to Leave requests and click on Add.

Step 1 of 2

The next step in the process is the same regardless of where you start the request in the system.

Employee - Select the name of the employee you wish to apply for an absence.
Period - Choose the leave duration from start to end date.
Account name - Select the correct leave account name.
Add an optional message to the manager.

Step 2 of 2

This step involves verifying the requested holidays. If you want, you can edit the hours for each day. If all looks well, click on the Request button.

The leave has been assigned but remains pending until you click on Approve or Deny. Click the Approve button to continue.

Note:

If you added hours for a day that should count towards the deduction, a leave shift will be created in the Schedule with a duration corresponding to the cost you set. You can adjust the cost under Deductions per day:
To ensure the leave is represented in Schedule appropriately, set also the following values:
- Choose a start time and select the appropriate Shift type
- Select the Department and Employee group where you want to place leave shifts on the schedule.
If shifts in the schedule overlap with the request, you can choose what should happen to those shifts. Go to How to handle leave requests to find out what to do about them.

You can leave an optional message for your employee or choose to notify them about their leave approval. Press the Approve button to confirm the leave.

Overview of leave requests

You can see all the leave requests from the Leave requests page. The requests with status pending will show by default but you can select approved from the status to see the requests you have given consent to.

See related articles:

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