The Leave Management feature in Birdie simplifies the process of tracking, managing, and planning leave schedules for your team.  Here’s how it works:

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Accessing the Leave Management Section

Navigate to the Leaves option in the main menu to access the Leave Overview page. This page serves as the central hub for all leave-related actions.

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Key Features and Actions

  1. Leave Overview: Stay Informed
    • Who’s Off Today: Instantly see which team members are unavailable today.
    • Upcoming Leaves: Plan ahead with a 7-day preview of scheduled leaves.
  2. Request Leave: A Simple Process Employees can request leave by providing the following details:
    • Leave Type: Select from available leave options (e.g., PTO, sick day, etc.).
    • Duration: Choose between full-day, half-day (morning/afternoon), or custom durations.
    • Dates and Reason: Specify leave dates and provide a reason (if required).
    • Once submitted, requests are forwarded to the appropriate manager or admin for approval.
  3. Organization Leaves: Insights for Admins
    • View All Leaves: Admins can view leave schedules across the organization.
    • Filter Options: Sort leaves by:
      • Status (Pending, Approved, Rejected)
      • Department
      • Date Range
    • Export Leaves: Generate a CSV report of filtered leave data instantly. (Important Note: During beta, exports are limited to 100 rows per file.)
  4. Pending Organization Leaves
    • Admins: See and manage all pending leave requests across the organization.
  5. Pending Departments Leaves
    • Managers: View and manage pending leave requests specifically for your department.
  6. My Leaves: Personal Dashboard Employees can track their leave details:
    • A summary of leave balances by type.
    • Scheduled leaves for upcoming dates.
    • A history of all past leave requests and their statuses.

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Efficiency at Every Step

Birdie’s leave management streamlines approvals and provides clarity on team availability, ensuring your organization operates smoothly without disruptions.