Lumary mobile home page

Lumary WFM - This article provides an overview of the key features of the mobile experience home page.

The Lumary mobile home page features key information that a worker needs to get access to their sessions, leaves, unavailability, offers, expenses and timesheets.

This article explains how to:

• view your sessions,
• view and submit leave,
• view and respond to offers,
• view and create unavailability,
• view your timesheets,
• claim expenses, and
• review and complete draft case notes.

---

View your sessions

On the Lumary mobile home landing page, you will see your next session at the top. To check your schedule and other upcoming sessions:

1. Tap on My Upcoming Sessions link.
2. This will list your upcoming, completed and cancelled sessions for the current week. To view other weeks, you can click the left and right arrows at the top to navigate backwards and forwards a week, or use the calendar to select a specific date and week.
3. Tap on a session to view more information.

Back to links

---

View and submit leave

To view and submit leave requests:

1. Tap on the My Leave link.
2. This will list your leave requests.
3. To create a new leave request, tap on the + button in the bottom right corner.
4. Fill in the leave request details.
5. Tap Save.

Back to links

---

View and respond to offers

To view and respond to shift offers:

1. Tap on the My Offers link.
2. This will list your pending offers for the current week. To view other weeks, you can click the left and right arrows at the top to navigate backwards and forwards a week, or use the calendar to select a specific date and week. Here, you can also click the Pending, Accepted or Declined button to filter the offers.
3. Tap the tick to express interest in an offer or tap the cross if you're not interested.

Back to links

---

View and create unavailability

To view and add unavailability:

1. Tap on the My Unavailability link.
2. This will list your unavailabilities.
3. To create a new unavailability, tap on the + button in the bottom right corner.
4. Fill in the unavailability details.
5. Tap Save.

Back to links

---

View my timesheets (last 30 days)

To view clock in and out times of sessions for the last 30 days:

1. Tap on My Timesheets.
2. Click Refresh, and then Refresh Now, to ensure the latest information is shown.
3. To see even more information tap the table, then the expand arrows for the full report.

Back to links

---

Claim expenses

Workers can capture and raise expense claims. This is to ensure that a worker is reimbursed for any personal costs. To raise an expense claim:

1. Tap on the Claim Expenses link.
2. Fill in the claim expense details.
3. Tap Next.
4. Upload files, such as a photo of a receipt.
5. Tap Next.
6. Click Finish.

Expense claims need to be approved by a manager, and will then be processed through to a future pay run for reimbursement.

Back to links

---

Review draft case notes

If you have created any case notes in draft status, you will need to update them and mark them complete. To check for draft case notes:

1. Tap on the My Draft Case Notes link.
2. Tap on the listed case note to view it, then
3. Click Edit to update the details in the title or description field and set the status to Complete.
4. Click Save to save your changes.

After updating the status of a draft case note, you will need to click Back and then tap on My Draft Case Notes again to refresh the list. The last completed case note will appear below any remaining draft case notes. Repeat steps 2-4 for each case note shown.

Back to links 

Find out more about recording details of a session and creating a case note on the Lumary mobile app.