ARTICLE: Leave Management - Basic Overview

ARTICLE: Leave Management - Basic Overview


The Leave Management section of the main menu provides four options to create, edit, bulk edit, manage individual or group items, view, summarise, collate, report, and export. This document provides introductory information for each section, along with relevant links to documents and videos for more detailed guidance.

Main Menu >>Leave Management

Leave Menu Options Explained


Create New Leave Request 

The Leave Details screen allows you to create leave for an individual or groups, under any leave type created and managed by your school. Set the date and time for departure and return, set the leave to be a recurring item, set the transport details for departure and return and multiple legs, 

Detailed information regarding the Creation of new Leave items, please view the following documents and video;
  1. Video - How to Quickly Create and Approve Leave  /  Document - How to create a Leave Request 
  2. Document How to create Group Leave Requests  / Manage Recurring Leave 
  3. How to Manage Sticky-Notes for Sign-out - VIDEO  / DOCUMENT 

Leave Overview

This section can be used as a view point for historical data, current data or up to a month in advance, which would include upcoming leave items, the overview page can also be used for reporting, by collating and exporting data. The standard Reach filters are provided, with the addition of a Leave Type filter, use these along with the date range and fortnight selector, to help refine as required.
Data is presented in a table with up/down arrows within each column header to rank the data, leave items can be seen as colour indicators per day or across multiple days, each colour bar shows the required timings for that day.
Adjust the filters and the columns as required and click download to export the data.

Further information regarding the Leave Overview function, please view the following documents and videos;
  1. Video How to View and Report Leave History
  2. Identify students without LeaveVIDEO  /  DOCUMENT

Leave Summary Dashboard

The summary can also be seen as a view or reporting facility, with the Reach filters and date range selectors. The major difference here is that the data is presented in two ways; a graph and a table. Column headers are used to rank the data and the search bar is provided to fine a specific item. The graph presents data by the location colour, hover for information or click the graph or location items to adjust the graph.
Adjust the filters and the columns as required and click download to export the data.

Further information regarding the Leave Summary Dashboard, please view the following document and video;
  1. Document Leave Summary Dashboard
  2. Video How to View and Report Leave History

Manage Leave

This is the epicentre of leave management within Reach, displaying leave requests and their current data in a simple and very effective manner. Leave requests are generated by staff, parents and students and will be displayed on this screen from the moment they are created until the moment that it is completed.

Detailed information regarding the Manage Leave section, please view the following documents and videos;
  1. Documents Manage Leave - Explained  /  Manage Leave - Icons - Explained
  2. Documents How to Edit and Approve Leave Requests  /  Using Flexi-Time for Quick-leave Locations
  3. Videos How to re-use Leave Requests   /   How to Approve Leave by Proxy   /   How to use Cut Off Times 
  4. Safe Travel Plans: How to use Safe Travel Plans - DOCUMENT  /  - VIDEO  

Setup and Configure Leave

Leave management is incredibly useful and vital to schools in managing student movements, and for these reasons Reach has provided many ways in which to customize the functions and features to best suit your facility.

Detailed information regarding the setup and configuration of the Leave Management section, please view the following documents and videos;
  1. How to setup and manage Leave TypesVIDEO   /   DOCUMENT
  2. Leave Type DocumentsManage Cut-Off Times   /   Manage Leave Alerts  /   Manage Medical Appointments
  3. How to setup and manage LocationsVIDEO   /   DOCUMENT  /  Pre-Approved Leave Locations
  4. Documents How to Enable 'Create new host' in a Leave Request  /  How to set Groups-Managed for staff
  5. Documents How to Capture SISO Signatures  /  Manage Terms and Conditions for Leave

Reach App - Leave Management

Using Leave Management within the Reach App is an extension of the browser experience, therefore, the number of functions and features are far less, however, the app has been designed to provide the highest level of usability in hand-held devices. This useable functionality is highlighted by student and parent use. 

Further information regarding Leave Management within the Reach App , please view the following documents and video;
  1. Reach App for StaffUser Guide  /  Edit and Approve Existing Leave Requests  /  How to Approve by Proxy
  2. Reach App for StudentsUser Guide  /  Manage Leave Requests and Quick SISO
  3. Reach App for Parents User Guide  /  Manage Leave Requests

Additional Information

  1. Videos How to View and Assess IP Alerts   /   How to use Quick-Leave, Curfews and Flexi-Time
  2. Documents Leave Cut-off Submissions VS Leave Date Restrictions  /  Leave Type Cut-off Settings; 'Blackout VS Every-Week'
  3. Leave History ReportsUsing Instant Reports - Document  /  How to View and Report Leave History - Video  

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