Leave Requests
Employee time-off requests with approval workflow and coverage delegation. Columns: Employee · Type · Start · End · Approval · Coverage Coverage is the operationally important field. An approved leave request with no coverage arranged leaves members without an attendant.Recognition
Employee recognition nominations with categories, voting, and award status. Columns: Category · Period · Status · Votes Nominations run per period and per category, with voting recorded against each.Employee Compliance Docs
Employee compliance documents — statements of experience, job descriptions, signed policies. Columns: Employee · Type · Name · Status · Signed · Next Update Next Update keeps documents such as job descriptions and signed policies in a review cycle rather than going stale after hire.Email Logs
Outbound email records for employee communications with delivery status. Columns: Employee · Type · Sent · Date Sent · Assignee This is your evidence trail that a communication was actually sent — useful when an employee says they never received a notice.Handling a leave request
1
Record the request
Capture type and the start and end dates.
2
Arrange coverage
Identify who covers the employee’s assignments and record it in Coverage.
3
Approve
Set the approval once cover is confirmed, not before.
4
Update the schedule
Adjust the affected visits in Scheduling.
Keeping compliance documents current
1
Filter on Next Update
Anything past its date needs reissuing.
2
Reissue and track to signature
Confirm Signed is populated, not just Sent.
3
Set the next update date
Keeps the document in cycle.
Troubleshooting
Related
Scheduling
Adjust visits around approved leave.
Training
Orientation and competency records.