Set up managers to approve leave
1. Hover on Setup > click Team Manager:
2. Click on the employee’s name who is to approve leave
3. Scroll down to the bottom of the General tab > tick Approve Leave:
4. Click Save
5. Repeat for all employees who are to approve leave
If no managers are designated to approve leave, all employees with the Administrator access level in AgriSmart, as well as those with leave approval privileges, will receive a message within AgriSmart when an employee applies for leave, instead of an email.
View who can approve leave
1. Hover on Setup > click Team Manager:
2. Scroll to the far right-hand side of the table to the Approve Leave column:
If an employee’s name has a Yes in this column, it means they have the authority to approve leave requests.
Request leave
Desktop
1. Hover on Leave > click New Leave Request:
2. Select the Type:
3. Select the Start Date and End Date:
4. Select a Manager(s). This is who will receive your leave request:
If there is no Manager(s) field, your leave request will be sent to all administrators/other access levels with leave approval privileges for approval.
5. Enter a Description:
6. Click Request
After your leave request has been reviewed, you will receive an email similar to the one below.
App
1. Tap More:
2. Scroll down to the bottom and tap Apply for leave:
3. Select a start and end date:
4. Choose a leave type:
5. Select a manager(s). This is who will receive your leave request:
If there is no manager field, your leave request will be sent to all administrators/other access levels with leave approval privileges for approval.
6. Add a reason (optional):
7. Tap Apply:
After your leave request has been reviewed, you will receive an email similar to the one below.
Approve leave
1. The manager(s) selected by the employee in the leave request will receive an email similar to the one below:
If no managers are designated to approve leave, all employees with the Administrator access level in AgriSmart, as well as those with leave approval privileges, will receive a message within AgriSmart when an employee applies for leave, instead of an email.
2. Click the orange Login to AgriSmart button to respond to the leave request
If no managers have been designated to approve leave, no email will be sent. Instead, login to AgriSmart as usual and follow the process below.
3. Once logged in, hover on Leave > click Leave Applications Report:
4. Locate the leave request and click into it to respond:
If you were already logged into AgriSmart when you clicked the orange Login to AgriSmart button, you will get directed straight to the leave request.
5. Review the request
6. Select a Create Timesheets option:
We recommend selecting the on each day option as this will automatically generate the timesheets without requiring you to add them manually.
7. Click Approve or Decline:
8. Click OK
The employee will receive an email similar to the below:
Edit leave
Employee (pending)
Currently this can only be done via the desktop version
1. Hover on Leave > click Leave Applications Report:
2. Locate the leave request that you wish to edit and click into it
This can only be done on a pending application
3. Update the Date(s) and/or Description, then click Save
Manager (pending)
1. Hover on Leave > click Leave Applications Report:
2. Locate the leave request that you wish to edit and click into it
3. Update the Date(s), enter a Manager Response and/or change the Take Leave As, then click Save or Approve
Manager (approved)
1. Hover on Leave > click Leave Applications Report:
2. Locate the leave request that you wish to edit and click into it
3. Update the Date(s), enter a Manager Response and/or change the Take Leave As, then click Save
Delete leave
Employee (pending)
Currently this can only be done via the desktop version
1. Hover on Leave > click Leave Applications Report:
2. Locate the leave request that you wish to delete and click into it
This can only be done on a pending application
3. Scroll down to the bottom and click Delete > OK
Manager (pending)
1. Hover on Leave > click Leave Applications Report:
2. Locate the leave request that you wish to delete and click into it
3. Scroll down to the bottom and click Delete > OK
Manager (approved)
1. Hover on Leave > click Leave Applications Report:
2. Locate the leave request that you wish to delete and click into it
3. Scroll down to the bottom and click Decline > OK
4. Click Delete > OK
Manager (declined)
1. Hover on Leave > click Leave Applications Report:
2. Locate the leave request that you wish to delete and click into it
3. Scroll down to the bottom and click Delete > OK