Leave and availability

Roster around people's lives, not over them.

Staff ask for leave and set the hours they usually work from their phone. Approved leave keeps them off the roster automatically, and availability warns you before you book them outside it.

wfm.techdirectsupport.com.au/portal
The staff list, where each record holds availability, leave, licences and pay

Requests from the app

Annual, sick, unpaid or other leave, with the first and last day and a note. Their manager hears at once.

A hard block on the roster

Approved leave stops anyone booking the person on those days, in the shift form, in copies and at publish.

Balances that keep themselves

Annual and sick leave accrue on each month's ordinary hours, and approved leave comes off the balance.

Asking and approving

Staff request leave from the Profile tab in the app: the kind, the first and last day and a note. Their manager gets a push and an email and approves or declines it on the person's staff record, where they can also add leave directly. The person is told either way.

When leave is added or approved, the manager sees how many of the person's existing shifts fall inside it, so they can be covered straight away. The dashboard lists those shifts under Needs attention.

What approved leave does to the roster

Approved leave is a hard rule. The shift form marks the person as on leave and refuses to save them on those days. Their row on the roster shows the days as leave, with no Add button. Publishing skips drafts that clash, copies and repeating shifts skip those days, and the person is left out of suggested staff.

The dashboard lists who is on leave today and when they're back, and who is free and usually available.

Usual availability

Staff set the days and hours they usually work, any time or per weekday, including overnight windows like 22:00 to 06:00, and managers can set it on the staff record. Availability is advisory: the shift form and the suggestions warn when a shift falls outside it, but you can still book someone who has agreed to cover.

Leave balances

Set how many hours of annual and sick leave are earned for each ordinary hour, such as 1/13 (0.0769) for four weeks a year, and how long a day of leave is. When a month's payroll is finalised, each person's ordinary hours that month add to their balances, counted as the National Employment Standards do: for hourly staff, approved hours except overtime, plus paid leave; for salaried staff, their ordinary week (a full-time week unless their record says otherwise), less any unpaid leave. Turn accrual off for casual staff.

Approved annual and sick leave comes off the balance, worked out from the days less public holidays and the days the person's usual availability marks as off (with no availability set, every day counts), or the hours you give. Admins can adjust a balance with a reason, such as an opening balance, and every movement is kept. Staff see their balances in the app before they ask.

What it doesn't do

TDS Workforce Management tracks balances and keeps the roster honest about leave, but paying leave, leave loading and payouts stay with your payroll system.

Questions

About leave and availability.

Can a manager add leave on someone's behalf?

Yes. Leave a manager adds is approved straight away, and the person is told.

Is sick leave treated differently?

Every kind keeps the person off the roster once approved. Annual and sick leave each come off their own balance; unpaid and other leave don't touch a balance.

Can staff see who else is on leave?

No. Staff see their own leave. Managers see their team's, and admins see everyone's.

Can we load existing balances?

Yes. An admin adjusts each person's annual or sick leave balance with a reason, such as an opening balance, and accrual carries on from there.

Keep reading

Related guides and pages.

See it with your own sites and roster.

Ask for a demo and we'll walk you through the portal and the app on your time zone. Plans start at A$5 a person a month, with 30 days free. Already set up? Sign in.