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Sarah Bolton

Data Protection Policy

Introduction We may have to collect and use information about our suppliers, clients and their employees. This personal information must be handled and dealt with properly, however it is collected, recorded and used, and whether it be on paper, in

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Amend a Leave Request (Manager)

To amend a leave request, navigate to the Approvals area in TimeOff. Click the pencil icon next to the request. Note a manager can amend requests awaiting authorisation or those at expense team level. Once they are batched and marked

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Add / Update Leave Types

There is a basic setup of leave types on the system, which can be edited, or new types added. This is done in the Administration area from the menu. Select Leave Types in the TimeOff settings area. The leave types

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Set Holiday Year

Navigate to the Administration area from the menu. Under TimeOff, select Calendar. Calendar years previously set can be viewed here, or click Add a new year.

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Setting Up Teams

Team groups are used to enable managers to see an overview of staff in their team. From Administration in the menu, navigate to the User Profile settings, and click on Teams. The Teams screen shows the teams already set up

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Personal view

The planner is available in the Overview area of TimeOff. Navigate to this using the side menu.

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Book Time Off

From the side menu, Navigate to the TimeOff Overview area. To book leave use the Book time off button at the top of the screen. This will show an additional screen where you can enter the details of the request.

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Manager view

As a line manager you will have a monthly planner overview of all members in your team. The planner is available in the Approvals area of TimeOff. Navigate to this using the side menu. From the top part of the

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Staff Leave Overview

To view a summary of individual employee allowances and leave taken, navigate to Staff time off in the TimeOff area from the menu. Use the filter options to find the team member you want to view. The Member of staff

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