You may have situations arise where unscheduled leave requests (e.g. sick leave) require immediate action. This will be effecting Individual Appointments that have already be rostered into the Weekly Planner. In order to manage individual appointments for the on leave period, ensure a leave request has been processed for the Care Worker. This will automatically create appointment conflicts for you to review in the Weekly Planner. To find the affected appointments and manage a cancellation, follow these steps:

  1. Create a leave request for the Care Worker
    • Go to Menu Care Workers -> Leave -> Add new Leave Request
    • Mark the leave request as Approved
  2. Review the appointments now affected in the Weekly Planner side panel
    • Go to Appointments -> Weekly Planner
  3. Locate the Appointment in the Weekly Planner. These will now show as conflicts due to the leave request you have processed in Step 1.
  4. Edit the Appointment
  5. Cancel the appointment or remove the appointment to the Left Hand Panel and reallocate to another staff member.

 

Create Leave Request

Appointments in conflict

Appointment review

Appointment cancellation

 


For more detailed information on canceling appointments refer to:

 

Please note that any leave requests in Eziplan are not reflected in your payroll export. These leave requests are to be updated directly in your payroll system. This is to ensure that the time taken for the leave is correctly interpreted and reflected in the staff members leave allowance.