Yearly Planner

The Yearly Planner is an overview of staff absences in a calendar view format.  It gives the ability to view, add absences and filter the calendar view to see multiple absence types as well as working shifts.

The yearly planner can be found in the Management Functions

After clicking the Yearly Planner Tile, the initial screen will load as displayed below

Click the "Search For Staff" field.

Enter the name of the staff member who's record you wish to view.  Select the year you wish to view.

Click the Go button.

f the staff member has any absences these will show on this screen, depending on which filters are selected.

To Add Absence click the Add Absence button and a pop up box will open.

Select the absence type you would like to add.  In this example we have selected Holiday Days.

  Enter the absence start date

Enter the absence end date

Comments can be added to the booking and allowance information shown here too. Press the Book Absence button to confirm

The Yearly planner will now show the holiday.

In this example we are adding a sickness

Enter the absence start date

Enter the absence end date

Comments can be added to the booking and allowance information shown here too. Press the Book Absence button to confirm.

 Click the Filter arrow to view what the calendar can be viewed by

By selecting the filter button you can see individual absence types as well as the working shifts

Click the filter arrow to collapse the filter view

By ticking and un-ticking, the yearly planner will change the absences on view

 A PDF can be saved by clicking the PDF button