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Video Summary
Summary
Core Theme
This content outlines the various methods for managing absence requests and manually adding absences within a clinic scheduling system, emphasizing notification, approval workflows, and shift management options.
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there are several ways to add absences
in clinics
you'll be notified if a team member has
sent an absence request on the dashboard
if we go into the schedule
we can see leaves are marked in black
and absence requests are visible in red
you're also notified in the shift
notification center on the top left
you can handle absence requests by
clicking on it in the list or by
clicking on it
you can also handle absence requests in
if I click into it
you can see any time tracker balances
that you've set up in the system for
example I can see if the team member has
enough vacation left in order for me to
use our absence schedule functionality
to manage future requests when no shifts
are rolled out you can choose your
absence schedule from the drop down to
we select what should happen with the
underlying shifts in the period the team
member will be absent
you can make the same selection for all shifts
shifts
or you can make a choice shift by shift
my default setting here is to unassign
however you can also choose to delete
the underlying shifts
reassign to another team member or keep
then we choose approve or deny
a notification goes back to the person
that their leave request has been
granted or denied
and now it appears in Black in the schedule
and manually add an absence you can go
straight to the shift
for example here we see that we have
punch missing this person was sick on
this day and I need to add an absence
click into the shift go to more options
and scroll all the way down to add an absence
if it's longer leave I choose a longer
sick leave in this case this person was
only sick for one day and again I can
see time tracker balances and I can use
absence schedules if applicable
lastly you then Define what will happen
with the underlying shift why the person
is out on a sign delete reassign
make your choice
you can also add part-time absences if
you wanted to split the shifts if for
example the team member is out for half days
days
I can click into a shift go to more options
options
and add absence
I choose part-time absence and I can if
I wanted to split the shifts in half I
and again I need to choose what should
happen to the underlying shifts in the period
period
should the person work in the morning or
the afternoon
and do I want to delete the other half
of the shift or do I want to assign it
to unassign it to try to get someone in
to cover those hours
I'll say to unassign the last half of
the shift while the person stays at work
for the first half
D it can also be helpful to create and
save a filter just for absences if I
click into the filter I have an absence
and absences and requests filter that I
can choose to only View
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