Team Manager Functions
As a Team Manager you are able to access Leave data related to the members of your team. Access to Leave data is set by role, you could be Reader Manager or Editor Manager. Managers with the Reader role are able to view and report on Leave data for members of their team, managers with the Editor role are able to make changes to their team members' leave data, such as allowances or request details.
Team Managers also have access to Reporting, as a manager you are able to run a report which will reveal the data pertaining to your team members. Two Team Managers of different Teams could run the same report, but would be given different results.
Any pending approvals will be shown in the Approvals section. From here you can Approve or Reject, or open the request for further details.
You can view an overview of all your employee's previous requests. If you're an HR Manager, you'll be able to switch access between the teams. You are also able to look at historic Leave Requests by filtering on the Date Range. In addition to this, you can also filter on the status of the Leave Requests. You'll also notice, there's an option to Backfill requests. More on this below.
As the Team Manager you can view your employees' allowances to see their Total, Taken, Pending and Remaining allowances as well as their sickness, an HR manager would be able to switch between the teams as well.
See an overview of your teams' Leave by looking at the Team Calendar. You can filter on the month or the Team.
It is possible to record Leave on behalf of other employees using the Backfill feature - requests are entered and stored without following a workflow and is useful when setting up the system. It's also possible to book future requests on behalf of others. You can submit Backfill either from the requests tab, or if you go to Leave Admin > Backfill.
For more on Backfill, take a look at this guide.
Go to Reporting > Leave Report Builder.
Here you can access a standard set of sample reports, which you can customise and then save for re-use. There are 3 control tabs to the right of the chart which provide the menu of sample reports and chart types, the selected data set, and the filters on the data to be presented.
Go to Reporting > Data Export.
Data Export allows you to download absence data from the system, filtered according to Team, Request Type and Date Range as you wish. Once defined, the report is built as a CSV by the system and then a download link is made available on the downloads page once ready. A history of your Data Exports will be saved in the Downloads tab.