This function is useful when staff members are unable to submit their own request—such as in the case of unexpected absence—or when managers or admins need to enter leave centrally for scheduling purposes.
Step 1: Navigate to the Leave Tracker
Log in to your Pabau account, and in the left sidebar menu, go to Team, then click on "Leave Tracker".
Step 2: Select a Staff Member
In the Leave Tracker, you’ll see a list of your team members displayed as individual cards.
Locate and click on the card of the staff member for whom you want to request leave. This will open their personal leave profile.
Step 3: Request a Leave
Once you’re in the staff member's profile, locate the ''Request Leave'' button in the top-right corner of the screen.
Clicking this will open a form where you’ll need to enter the following details:
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Leave Type — Choose the appropriate leave category (e.g., Vacation, Sick Leave, Training).
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Location — Specify the clinic location where the staff member works.
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Date Range — Set the start and end dates for the leave. The system will automatically list each day requested and show the total.
Step 3: Submit the Request
After reviewing the information, click ''Approve Request'' at the bottom of the form.
A confirmation prompt will appear - click ''Submit Request'' to finalise the approval.
Once the request is submitted, it will be visible in several places:
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In the Pending Requests section of the ''Leave Tracker'', where you can manage and approve time off.
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In the ''Scheduler'', displayed under the employee’s name with the corresponding leave icon for easy identification.
- In the employee’s ''Leave Profile'', where all approved and pending requests are recorded under their leave history.
By following these steps, you can successfully submit a leave request on behalf of a team member.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.