Leave Roster

The Leave Roster module is crucial for managing annual leave schedules. Staff members can log in to Quotient to plan and track their leave days.

Adding a Leave Schedule

  1. Navigate to the Leave Roster:

    • Under the General section, click on the Leave Roster menu item.

  2. Select your Leave Dates:

    • Choose your leave start and end dates on the calendar UI.
    • Left-click and hold on the calendar starting from the start date, then release once you reach the end date. The selected date range will automatically be recorded.

  3. Check the Progress Bar:

    • Pay attention to the progress bar at the bottom of the calendar. It shows the percentage of your scheduled days relative to your entitled days.

  4. Using the Calendar Controls:

    • On the right side of the calendar, you'll see three buttons:
      • A filter dropdown (visible only to admin users) to filter by departments.
      • An Add Leave button, which is an alternative to clicking directly on the calendar to add leave.
    • When you click the Add Leave button, a form will appear in a modal. Simply select your dates and submit. Your selected leave dates will then be displayed on the calendar.

  5. Leave Plan Overview:

    • Below the buttons, you'll see the Leave Plan section, which shows the entire leave roster. You can:
      • Search through your leave entries.
      • Use pagination to navigate through multiple schedules.
      • Export or Print your leave schedule using the buttons at the top left of the table.
    • The first time you add a schedule, it will be highlighted in yellow on the calendar. After a page reload, the schedule will appear blue.

Removing a Leave Schedule

  1. Delete a Schedule:

    • To remove a leave schedule, click on the blue highlighted date range on the calendar.
    • An off-canvas panel will appear on the right side of your screen with a Delete button.
    • Click the Delete button to remove the leave schedule.

  2. Apply for Leave:

    • If you wish to apply for a leave schedule, click the Apply Leave button next to the Delete button.