Courier company · Couriers
Leave
Entering and requesting leave for staff and couriers, courier requests from the app, approving, rejecting and cancelling.
The Administration › Leave page keeps staff and courier leave. Every staff member requests their own leave; couriers request leave from the Agenda tab of the courier app. A manager can enter leave for anyone. Approval or rejection belongs to the company owner.
Who can do what?
| Role | Can do |
|---|---|
| All staff | Request leave for themselves, from today onwards (My leave tab) |
| Company owner, Administrator | Enter leave for anyone (couriers included), also with past dates; edit pending leave |
| Company owner | Approve and reject leave; cancel approved leave |
Couriers don't use the panel; they request leave from the courier app, or a manager enters it for them.
Requests from couriers
- The courier requests leave for today or later from the Agenda tab of the app.
- The request lands in the Awaiting approval tab; the Person column shows the courier's name with Courier below it.
- Approving and rejecting work as for any other request. The decision shows in the courier's agenda, and the courier's phone gets a notification (approved, rejected, or approved leave cancelled; the rejection reason is included).
- The courier can withdraw a pending request. It is cancelled and the Status column shows the note "Withdrawn by the courier".
- The courier's personal notes and agenda are not shown in the panel.
Entering or requesting leave
- On the Leave page, click Enter leave (or Request leave if you lack permission).
- If you are a manager, choose yourself (Myself), a staff member or a courier in Person.
- Pick the Leave type: Annual leave, Day off, Sick leave (with medical report), Maternity leave, Paternity leave, Unpaid leave or Other.
- Enter the Start and End dates. For a single day, leave End empty.
- Add a Description if needed; it is required for Other.
- Click Save. The leave appears in the list as Awaiting approval.
New request notification
When a courier or staff member requests leave, the approver (company owner) is notified:
- Email: The company owner, if their user account has an email address, gets an email titled "[Leave request] …". It shows the person, leave type, dates, work days and note; the Review the request button opens the Awaiting approval tab.
- Panel alert: If the panel is open, a "New leave request" alert appears at the top right. The Open pending approvals link opens the tab; close it with ×.
- Menu badge: The yellow number next to Leave in the left menu is the number of requests awaiting approval.
Good to know:
- The email is sent through the company's email channel. If the channel is off or the owner has no email address, no email is sent; the alert and badge still work.
- No email goes to the person who entered the request themselves (e.g. when the owner enters leave for a courier).
- An account limited to branches sees only its own branches' requests.
Approving and rejecting
- Open the Awaiting approval tab.
- Click Approve or Reject on the row.
- When rejecting, fill in Rejection reason (required). A note is optional when approving.
- The name and note of the person who decided appear in the Status column.
- If the request belongs to a staff member whose user account has an email address, they get a result email titled "[Leave] …" (approved, rejected or cancelled; the note is included). No email is sent when staff withdraw their own request. Couriers get a phone notification instead.
Good to know
- In the Working days column, Sundays are not counted; Saturdays count as working days.
- A second pending or approved leave with overlapping dates can't be entered for the same person.
- A single request can be at most 366 days.
- Decided leave can't be edited. Pending leave can be cancelled (Cancel) by the person who requested it or by a manager; approved leave can be cancelled only by the company owner, before it ends.
- The All leave tab shows every record, including cancelled and rejected ones.
Having trouble?
- Error that the start date can't be before today: Only the company owner or an administrator can enter leave with past dates.
- Error that the person already has leave on these dates: Find the overlapping leave and cancel it first if needed.
- No Approve button: Approval belongs to the company owner only.
- No Person selector: You can't enter leave for others; you can only request your own.