What it is
The leave inbox is where requests land for a decision. Each one shows the worker, the leave type, the dates, their current balance for that type, and the rostered shifts the leave would affect — everything you need to decide without chasing information. You approve or decline right there.
It matters because a leave decision is really two decisions at once: can they take it, and can the work be covered? Seeing the balance and the roster impact together lets you make both calls in one look. When you approve, the entitlement is debited and the affected shifts hand back to the roster so they can be filled.
When to use it
- A worker has submitted leave awaiting your decision
- You need to check a balance and roster impact before deciding
- You’re clearing the leave inbox for the week
- A request clashes with coverage and needs a careful call
- You want affected shifts handed back to the roster on approval
How it works
Step by step.
- 1
Open the leave inbox
Go to leave approvals. Submitted requests are listed, each enriched with the worker’s name and leave type.
- 2
Read the request
See the leave type, the dates and the worker’s current balance for that entitlement, so you know the request is within their balance.
- 3
Check the roster impact
See which rostered shifts the leave affects, so you know what cover you’ll need before you say yes.
- 4
Decide
Approve to grant the leave, or decline with a reason if it can’t be accommodated.
- 5
Let the roster catch up
On approval, the entitlement is debited and the affected shifts hand back to the roster as open, ready to be filled.
Worked example
Follow it through.
The scenario
Maya Chen has requested annual leave Mon 23 Jun to Fri 27 Jun, with two Security Officer shifts at Riverside Plaza in that window.
- 1 Open the leave inbox; Maya’s request is at the top, marked submitted.
- 2 Confirm her annual balance covers the five days requested.
- 3 See the two Riverside Plaza shifts the leave would open up.
- 4 Approve the request.
- 5 The two shifts hand back to the roster as open for cover.
The result
Maya’s leave is approved, her annual balance is debited, and the two shifts are open on the roster ready to fill.
Tips & notes
Good to know.
- You can see the balance and the roster impact in one place — no need to open the roster separately to decide.
- Decline with a reason rather than silently; the worker sees why and can plan around it.
- Approving hands the affected shifts back to the roster, so fill them promptly to keep the client site covered.
- For hard-to-cover dates, a quick conversation before approving often beats approving then scrambling.
When you’re done
The request is decided, the balance is updated, and any affected shifts are back on the roster to be covered.