The Leave Tracker allows firms to record planned and unplanned leave, giving managers visibility into staff availability and helping teams understand why tasks may not be progressing.

The goal is simple: make staff availability visible across the firm and improve planning during periods of leave.

When leave is not recorded centrally, firms often encounter:

The Leave Tracker helps firms:

✅ Track employee leave

✅ Improve resource planning

✅ Provide visibility to managers

✅ Highlight unavailable team members

✅ Support better workload allocation

✅ Reduce surprises during busy periods

Navigate to:

Time Management → Leave Tracker

This table provides a central location for recording and reviewing staff leave.

To add leave for a team member:

The leave record is now captured and visible to the team.

The Leave Tracker can be used for various types of leave, including:

✅ Annual Leave

✅ Sick Leave

✅ Study Leave

✅ Family Responsibility Leave

✅ Maternity Leave

✅ Unpaid Leave

✅ Other Internal Leave Categories

Your firm can use the leave types that best align with its HR processes.

One of the most useful features of the Leave Tracker is its integration with:

All Tasks Due

When a user is on leave:

✅ Tasks assigned to them remain visible

✅ Team members can see that leave has been recorded

✅ Managers can identify potential workload issues

✅ Resource planning becomes easier

During the leave period:

The team member's name will appear in pink within the All Tasks Due table for tasks assigned to them.

This provides a visual indication that the user is currently unavailable.

Managers can then decide whether:

The Leave Tracker works best when leave is captured as early as possible.

This helps firms:

✅ Plan around study leave

✅ Anticipate holiday periods

✅ Manage month-end workloads

✅ Balance team capacity

✅ Avoid review bottlenecks

For example, if a manager responsible for reviews is on leave, work can be redistributed before the absence begins.

Capture leave as soon as it is approved to improve planning.

Managers should check upcoming leave before major deadlines and filing periods.

Consider staff availability when assigning new work.

Review tasks assigned to staff on leave and determine whether action is required.

If leave dates change, update the record promptly to maintain accuracy.

✅ The Leave Tracker is located in the Time Management Department.

✅ Leave can be recorded for any Accountant or User.

✅ Leave records include leave type, dates, and status.

✅ Team members on leave are highlighted in pink on All Tasks Due.

✅ The feature improves resource planning and workload visibility.

✅ Managers can use leave information to identify potential capacity issues before they impact deadlines.

✅ Early leave planning helps firms maintain service levels and avoid bottlenecks.

Remember: Good planning starts with knowing who is available. By maintaining leave records in DataGrows, your firm gains better visibility into team capacity, making it easier to manage workloads, deadlines, and client expectations. 📅✅👥