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Timesheets – Leave Hours (Enter - Approve/Decline - Edit)
Timesheets – Leave Hours (Enter - Approve/Decline - Edit)

How to enter Leave from Katipolt Desktop

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over 2 months ago

This Help Article covers;

Leave Hours can be entered directly into Leave OR from the Katipolt Mobile App as a "Leave Request".

Leave Hours entered directly into the Leave OR requested from the Katipolt Mobile App and "Approved" at the Leave Page display in the Timesheet's Pay Periods (and reports).

Hours displayed in the Timesheet's Pay Periods Page (Worked/Leave Hours) populate to a Timesheet Report which can be used for keying hours into Payroll OR syncing to Xero Payroll.

⚠️ NOTE: If you have a Xero Payroll connection, on Approving Leave it syncs to Xero Payroll.

⚠️ NOTE: Because Approving Leave syncs to Xero Payroll at the time of Approving, any Leave displaying in the Pay Period is not synced to Xero Payroll at the time of Locking. If a Staff Member(s) has taken Leave for the full Pay Period, following a Pay Period sync you may get a message saying there are no Timesheets to sync for that Staff Member(s).

To Enter Leave Hours directly into Timesheets

Entering Leave Hours directly into Timesheets is done from the Side Menu's Timesheets Side Tab > Leave Top Tab.

Quick Flow:

  • Timesheets Side Tab

  • Leave Top Tab

  • [+ADD]

  • Leave Time Details

  • [SAVE]

1. From the Side Menu, Press Timesheets, then Press the Leave Top Tab, then Press [+ADD] to display the LEAVE popup

2. From the LEAVE popup, Enter Leave Time Details;

  • Select a Staff Member*

  • Select a Leave Type*

  • Enter a Start Date*

  • Enter an End Date*

  • Enter a Start Time and End Time (if the Start Date* / End Date* are the same date)

⚠️ NOTE: The Start Time/End Time fields display if the same Date is entered into the Start Date*/End Date* fields.

3. When finished [SAVE]

⚠️ NOTE: On [SAVE], if the Status is displaying "Approved", the Leave will display in the Timesheets appropriate Pay Period, displaying in the selected Staff Member's Expandable Section.

💡 TIP: You can also add Leave from the Pay Period Page by using the "More" (3 dots) menu > "Add Leave" option shortcut, this way you don't need to navigate away from the Pay Period Page.

To Approve/Decline - Edit Leave Hours

Approving/Declining or Editing Leave Hours is done from the Side Menu's Timesheets Tab > Leave Top Tab.

💡 TIP: Unapproved Leave Requests display as a "count" on the Side Menu's Timesheets Side Tab

Quick Flow:

  • Timesheets Side Tab

  • Leave Top Tab

  • "More" (3 dots) menu

  • Approve, Decline, or Edit

1. Press the Timesheets Side Tab, then Press the Leave Top Tab to display any Pending Leave Requests, then Press the "More" (3 dots) menu of the Leave Request Line to Approve, Decline, or Edit

⚠️ NOTE: Selecting [Edit] will display the LEAVE popup where the Dates/Times can be edited and then Approved.

To Decline - Edit Approved Leave

The Default Filter for Leave is "Pending", Clear the "Pending" Filter to display and access Approved Leave

Quick Flow:

  • Timesheets Side Tab

  • Leave Top Tab

  • Pending X

  • "More" (3 dots) menu

  • Decline or Edit

  • Sync to Xero

1. Press the Timesheets Side Tab, then Press the Leave Top Tab to display any Pending Leave Requests, then Press the X of the Status: Pending filter to clear and display the Approved Leave

2. Press the "More" (3 dots) menu of the Approved Leave line to Decline or Edit, then Press Sync to Xero to send and up-date Xero

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