Add a worker’s leave

Lumary WFM - This article explains how to add leave for a worker.

You may add leave (e.g. annual leave, personal leave, etc.) on behalf of a worker. Workers may also submit their own leave from the Lumary mobile app (see view my leave).

Required packages

Available with: Lumary WFM

Supported in: Lumary DC

Once the leave records have been created, you’ll be able to see the pending leave’s date and time represented in red on the Live Roster calendar.

This article assumes that you have already created a new worker record or have access to an existing worker record. If you have not completed those steps, head over to add them from the user console.

1. Navigate to the worker record by searching for their name in the Global Search bar on the top.
2. While on the worker record, navigate to the Leave related tab.
3. Click New against the Leave related tab.
4. Fill in the following information and click Save:
   1. Start Date/Time
   2. End Date/Time
   3. Availability Type: defaults to unavailable
   4. Leave Type: select an option (e.g. annual leave, personal leave, etc.)
   5. Description (optional)
   6. All day leave toggle: defaults to all day leave 
5. Once the record is created, it will be automatically submitted for the worker’s manager’s approval.