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Adding Leave Against a Shift and Returning Budget for Reallocation in CareCentre.io

Vedant Mistry avatar
Written by Vedant Mistry
Updated over 3 months ago

When an employee takes leave, managers need to reflect their absence in the rota while ensuring that the shift budget is returned for reallocation. In CareCentre.io, marking a shift as leave allows managers to free up budgeted hours, making it easier to create replacement shifts and note last-minute call-ins. This guide explains how to assign leave against a shift and track budget adjustments.

How to Mark a Shift as Leave

1. Navigate to the Rota Section

  • Log in to your CareCentre.io admin or manager account.

  • Go to Rotas from the main menu.

  • Select the location and date range where the leave needs to be assigned.

2. Assign Leave to a Shift

  • Locate the shift of the employee taking leave.

  • Click on the shift and select ‘Mark as Leave’.

  • Choose the leave type (e.g., Sick Leave, Holiday, Emergency Leave).

  • Confirm the leave assignment.

3. Budget Reallocation for a Replacement Shift

  • Once the shift is marked as leave, the allocated budget is returned for that shift.

  • The manager can now create a new shift using the freed-up budget if coverage is needed.

  • If it is a last-minute absence, managers can note the reason for absence for reporting purposes.


Viewing and Managing Leave in the Rota

1. Colour-Coded Leave Indicators

  • Different types of leave are colour-coded to distinguish between reasons for absence.

  • This helps managers quickly identify why an employee is unavailable.

2. Tracking Budget Availability

  • The rota automatically adjusts the available budget when a shift is marked as leave.

  • Managers can see how much budget is available for reallocation at a glance.

3. Replacing a Shift After Leave is Assigned

  • Use the returned budget to create an open shift or assign another employee.

  • Ensure proper shift coverage while keeping budget usage within limits.


Frequently Asked Questions (FAQs)

Does marking a shift as leave remove the budget?

No, the budget is returned so that managers can create a replacement shift if necessary.

Can I track leave trends for reporting?

Yes, managers can review leave trends using filters and reports in CareCentre.io.

What happens if a leave request is made last minute?

Managers can mark it in the system, and the budget will be reallocated accordingly.

Can I differentiate between different types of leave?

Yes, each leave type is colour-coded for easy identification.


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Keywords:

Mark shift as leave, shift absence, budget return, leave assignment, rota adjustments, replacing shifts, employee absence management.

Tags:

#LeaveManagement #ShiftAbsence #BudgetReallocation #EmployeeLeave #WorkforceScheduling #CareCentre

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