Overview
The rota is now a place to manage leave, not just shifts. You can now filter the rota grid down to leave only and add, edit or reject leave without navigating away from your rota. Locations can set a weekly annual leave budget that shows on the rota as a planning guideline for approvers.
What's New
"All events" filter: multi-select which event types show on the rota: day shifts, night shifts, and each leave type. Deselect the shifts and you're left with a leave-only view.
Redesigned leave cards: colour-coded by leave type, using the existing leave-type icons, with distinct states for awaiting approval, approved and conflicting.
Leave side panel opens on the rota: clicking a leave card opens the side panel in place instead of redirecting to the Leave page. Here you can edit or reject a leave request.
Add leave on the rota: "Leave" is now a booking type in the same add-booking modal used for shifts.
Weekly leave budget bar: budgeted, approved and remaining annual leave hours for the selected week.
Hours breakdown by worker type: hover the daily/weekly hours totals for a per-worker-type breakdown plus a whole-site total.
Filtering the Rota to Show Only Leave
A new ‘All events’ accordion dropdown sits in the rota filter bar. Users multi-select the event types they want to see
Behaviour to know:
The selection persists across week navigation.
Clear filters resets it alongside the other rota filters.
Works in view-by-worker and view-by-role
Adding Leave from the Rota
Open the add-booking modal on the rota, as you would to add a shift.
Choose Leave as the booking type.
Pick the leave type - holiday/annual leave, sickness, SSP etc
Set dates and hours, then save.
Leave created by an admin is auto-approved, and is added immediately to the rota as approved. Conflicts with existing shifts surface for the user to resolve. Adding leave updates the rota, the hours totals and the budget bar.
Clicking on a leave entry on the rota opens the leave side panel. here you can:
Edit - opens the existing leave form pre-filled for you to edit.
Reject - removes the entry. Where the leave was approved, the worker is notified.
Both update the rota, hours totals and budget bar.
Weekly Annual Leave Budget
Configurable per location, can be left empty (no budget configured).
Changes are captured in the settings audit log.
Where a budget is set, a bar on the rota shows for the selected week:
Total budgeted annual leave hours (e.g. "480h budget")
Hours already approved
Hours remaining (e.g. "82.5h remaining")
It updates on week navigation and whenever leave is added, edited or revoked. Where no budget is configured for the location, the bar is hidden.
Note: Going over budget shows an over-budget indicator but never blocks or hard-stops an approval.
Hours Breakdown by Worker Type
A hover tooltip on the weekly hours totals breaks shift hours down by worker type, with a whole-site total row. Consistent whether the rota is grouped by worker, role or unit.
Video Walkthrough