Tracking appointments in LeaveWizard

LeaveWizard can be used to track appointments as well as leave and absence.

This means you can use an event type which is not considered as time off. This allows you to use a variety of event types like training or meeting or simply busy time. These will then show your availability to others via the charts in LeaveWizard and will even sync up with your Outlook or Google Calendar.

This article will walk you through the set up process. Let's assume you are adding a new event type as opposed to modifying an existing one which works in a similar way.

Logged in as Administrator, go to Administration -> Event types and allowances.


Click New Event type and this will take you to the below screen.



Give your new type a name, e.g. "Appointments" and a colour to avoid conflicting with your other types.

Change the type of event to either Allowanced leave if you want to restrict how much time people can book or non-allowanced.

If you want to allow booking hours then select Is in Hours. If unselected you could only book half days or full days events.

Tweak any of the other options as necessary - e.g. Visibility.

Then head to the "Other" section to exclude events from this type from restrictions.


Click Submit when you are read. This will add a new event type which is not allowanced, does not require approval and is not included in restrictions. In other words - an appointments type.

You can control who can book this type in the same way you do with other event types.


General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Manage Leave Restrictions
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Setting up LeaveWizard – Public Holidays
  11. Setting up LeaveWizard – Approvers
  12. Setting up LeaveWizard – Event types and Allowances
  13. Setting up LeaveWizard – Organisation and users
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Reports
  16. Restrict who can request specific leave types
  17. Recording leave in hours
  18. Location specific Public Holidays
  19. Showing and hiding allowances and leave details
  20. Carry overs explained
  21. Allowing events to be recorded on non-working days
  22. Allowing events to be requested in the past
  23. How to allow or disallow users editing requested events
  24. Setting your default company leave year
  25. LeaveRestriction user groups
  26. The Bradford Factor
  27. Overtime and Time Off in Lieu
  28. Leave Visibility and Leave Type Visibility groups
  29. How is my billing information processed?
  30. Subscribing to a paid plan
  31. How can I view my account details
  32. How to manage room bookings
  33. How to share your company calendar
  34. Outlook and Google Calendar Integration
  35. Specifying someone to cover leave
  36. Alternative Work Patterns
  37. My Settings
  38. Cancelling leave
  39. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  40. Recording absence
  41. Base Leave Types
  42. Changing your password with LeaveWizard
  43. Approving or Rejecting Leave
  44. Leave Charts and Calendars
  45. Requesting leave
  46. Configuring allowances
  47. Performing a bulk upload
  48. Tracking appointments in LeaveWizard
  49. How does LeaveWizard Calculate Holiday Entitlement
  50. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  51. Mandating leave requests in advance
  52. My line managers aren't approving leave requests, what should I do?

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