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LeavePlanner Help FileLeavePlanner Help File
  • System Administrator Guide
    • 1 – Getting Started
    • 2 – Creating Departments
    • 3 – Adding your Employees
    • 4 – Managing LeavePlanner Users
    • 5 – Adding Low Cover Groups
    • 6 – Allowance Change Requests
    • 7 – Configure Intranet Integration
    • 8 – Import Files
    • 9 – Changing your Leave Year
    • 10 – Advanced Working Pattern
  • Employee Guide
    • 1 – Logging in to LeavePlanner
    • 2 – View My Summary
    • 3 – Viewing the Planner
    • 4 – Creating Calendar Views
    • 5 – Requesting Leave
    • 6 – Requesting Allowance Change
    • 7 – Authorising Requests
    • 8 – Outlook add-in
    • 9 – iCAL Sync
    • 10 – LeavePlanner App
    • 11 – Password Reset
    • 12 – Outlook Sync Troubleshooting
  • Tech Guide: Enterprise Installation
    • Enterprise Upgrade
    • Configuring SAML for Okta
  • User Manual
    • 1 – Home Screen
      • 1.1 – View Planner
      • 1.2 – My Summary
      • 1.3.1 – My Settings – Calendar Views
      • 1.3.2 – My Settings – Two Factor Authentication (2FA)
      • 1.3.3 – My Settings – Personal Settings
      • 1.4 – Manage Requests
      • 1.5 – Request Holiday
      • 1.6 – Sick Leave Notification
      • 1.7 – Request Absence
      • 1.8 – Request Other
      • 1.9 – Request Allowance Change
    • 2 – User Admin
      • 2.1 – Manage Users
      • 2.2 – Low Cover Protection
      • 2.3 – Bulk Leave Request
    • 3 – Organisation Admin
      • 3.1 – Organisation Settings
        • 3.1.1 – Enabling Single Sign On
      • 3.2 – Organisation Structure
      • 3.3 – Leave Settings
      • 3.4 – Leave Blackouts
  • Glossary Of Terms
  • Release Notes
  • Useful Links

User Manual

Welcome to the user manual for LeavePlanner Version 4. Here you will find page-by-page definitions of the LeavePlanner features.

For a how-to guide on the basic and advanced functions see the How To Guide

1.0 HOME SCREEN
  • 1.1 - View Planner
  • 1.2 - My Summary
  • 1.3.1 - My Settings - Calendar Views
  • 1.4 - Manage Requests
  • 1.5 - Request Holiday
  • 1.6 - Sick Leave Notification
  • 1.7 - Request Absence
  • 1.8 - Request Other
  • 1.9 - Request Allowance Change
  • 1.3.2 – My Settings - Personal Settings - Two Factor Authentication (2FA)
  • 1.3.3 - My Settings - Personal Settings
2.0 USER ADMIN
  • 2.1 - Manage Users
  • 2.2 - Low Cover Protection
  • 2.3 - Bulk Leave Request
3.0 ORGANISATION ADMIN
  • 3.1 - Organisation Settings
  • 3.1.1 - Enabling Single Sign On
  • 3.2 - Organisation Structure
  • 3.3 - Leave Settings
  • 3.4 - Leave Blackouts
Copyright 2023 © LeavePlanner.com LeavePlanner.com. All Rights Reserved. - LeavePlanner.com is part of Index eBusiness Ltd
Registered Office: 182-184 Fleet Road, Fleet, Hants, GU51 4BS. Registered in England No 2035456
  • System Administrator Guide
    • 1 – Getting Started
    • 2 – Creating Departments
    • 3 – Adding your Employees
    • 4 – Managing LeavePlanner Users
    • 5 – Adding Low Cover Groups
    • 6 – Allowance Change Requests
    • 7 – Configure Intranet Integration
    • 8 – Import Files
    • 9 – Changing your Leave Year
    • 10 – Advanced Working Pattern
  • Employee Guide
    • 1 – Logging in to LeavePlanner
    • 2 – View My Summary
    • 3 – Viewing the Planner
    • 4 – Creating Calendar Views
    • 5 – Requesting Leave
    • 6 – Requesting Allowance Change
    • 7 – Authorising Requests
    • 8 – Outlook add-in
    • 9 – iCAL Sync
    • 10 – LeavePlanner App
    • 11 – Password Reset
    • 12 – Outlook Sync Troubleshooting
  • Tech Guide: Enterprise Installation
    • Enterprise Upgrade
    • Configuring SAML for Okta
  • User Manual
    • 1 – Home Screen
      • 1.1 – View Planner
      • 1.2 – My Summary
      • 1.3.1 – My Settings – Calendar Views
      • 1.3.2 – My Settings – Two Factor Authentication (2FA)
      • 1.3.3 – My Settings – Personal Settings
      • 1.4 – Manage Requests
      • 1.5 – Request Holiday
      • 1.6 – Sick Leave Notification
      • 1.7 – Request Absence
      • 1.8 – Request Other
      • 1.9 – Request Allowance Change
    • 2 – User Admin
      • 2.1 – Manage Users
      • 2.2 – Low Cover Protection
      • 2.3 – Bulk Leave Request
    • 3 – Organisation Admin
      • 3.1 – Organisation Settings
        • 3.1.1 – Enabling Single Sign On
      • 3.2 – Organisation Structure
      • 3.3 – Leave Settings
      • 3.4 – Leave Blackouts
  • Glossary Of Terms
  • Release Notes
  • Useful Links
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  • Newsletter