Leave Calendar Help

Overview

• Shows all leave for the selected organisation or All Organizations.
• Three modes: Calendar, Timeline, Review (list). Toggle in the top-right of the page.
• Use the Filters card to narrow by employee, leave type, and status; clear with Clear Filters.
• Click a leave entry in Timeline or Review to open its detail modal.

Views

• Calendar: Month grid with badges per day; chevrons move months. + Add Leave opens the manual leave dialog.
• Timeline: Switch Month/Week; navigate with Previous/Today/Next. Bars show leave spans by employee; dashed outline = manual entry (not synced to Xero).
• Review: Searchable list grouped into Currently away and Upcoming. Sorting toggles newest/oldest. Manual entries are tagged.

Add a new leave entry (manual)

Manual leaves stay in Simple Leave Calendar and do not sync to Xero.

1. Click Add leave (header) or + Add Leave in Calendar view. Button enables when employees are loaded.
2. Choose an Employee.
3. Pick a Leave type:

• Select an existing type (synced from Xero or manual).
• Or choose Use a custom label and enter a one-off label.
• To add a reusable manual type, click New leave type in the dialog header.

4. Set Start date and End date (start must be on or before end).
5. Set Status (Approved, Scheduled, Pending review, or Cancelled).
6. Optionally add Notes (visible only in Simple Leave Calendar).
7. Click Add leave. A toast confirms creation; the entry appears in all views and does not affect Xero balances.

Tips

• Organisation context: when a specific org is selected, employees and leaves are filtered to that connection; All Organizations shows everything you can access.
• Status labels: filters use approved, scheduled, pending, cancelled. Pending items show as Pending review in the Review list.
• Detail modal: open any leave from Timeline or Review to see notes and status without changing the record.

Updated on: 20/11/2025