Getting Started with LeaveWizard
Managers have all the functions of Employees and more. Administrators have all the functions of Managers and more. For this reason most of the help articles for Employee are also valid for Managers and Administrators and most of the help articles for Managers are also valid for Administrators.
Find the role or functionality you’d like to learn more about in the list below. You can also use the tags to see all the articles related to a specific tag or role or use the search box on top to find topics of interest.
The administrator articles are further split into the following groups
These articles will be useful in helping you get going quickly and make the most of our feature rich application. They can also be used as reference to LeaveWizard’s system set up whenever you need to make changes.
The advanced settings section describes how to configure LeaveWizard’s most powerful features. There’s a lot of things you can do in LeaveWizard so if you’re looking to solve a tricky problem make sure you read through the articles below.
Once your system is set-up (which doesn’t take long at all) you will most likely be performing a limited number of tasks within LeaveWizard.
The Line Manager’s dashboard is designed to make it quick and easy to approve or reject leave, check employee’s allowances or record sickness and monitor requests.
The employee dashboard in LeaveWizard is designed to speed up the process of requesting leave (within 3 clicks) and verifying the results of your requests.
1. My LeaveWizard role is Administrator
The administrator articles are further split into the following groups
1.1 Setting-up
These articles will be useful in helping you get going quickly and make the most of our feature rich application. They can also be used as reference to LeaveWizard’s system set up whenever you need to make changes.
- Basic settings
- Organisations and users
- Event types and allowances
- Approver setup
- Public Holidays
- Account details
- When your trial ends
1.2 Advanced Settings
- Company settings in depth
- Event types in depth
- Work/Shift Patterns
- Restrictions Part 1
- Restrictions Part 2
- Room Booking
- External Outlook and Google calendar integration
1.3. Regular Administrative functions
Once your system is set-up (which doesn’t take long at all) you will most likely be performing a limited number of tasks within LeaveWizard.
- The Administrator Dashboard
- Employee Details & Joiners and Leavers
- Report Generation
- Overtime and TOIL
- Carry overs
- Calendars
2. My LeaveWizard role is Line Manager
- The Line Manager Dashboard
- Recording Absence For
- Requesting leave
- Approving Leave
- Managing overtime (See the 'Requesting and Listing of Overtime And TOIL' sections)
- Calendars
3. My LeaveWizard role is Employee
- Login and passwords
- The Employee Dashboard
- Requesting Leave
- Verifying status of a leave request
- Requesting overtime (See the 'Requesting Overtime And TOIL' section)
- Calendars
- My settings