How to schedule and enter leave
Entering planned leave in Apex Business consists of two parts:
-
Before you go on leave - scheduling your leave in the system. This marks you unavailable in Proximity's resource calendar, ensuring that you are not put forward for work during your leave period.
-
After you go on leave - entering your leave timecard in the system. This records that you took leave for utilisation and payroll purposes.
For unplanned leave, such as sick leave, you only need to enter the leave timecard (step #2 above) and there is no need to schedule it (step #1 above).
1. How to schedule your leave
- Login to Apex Business and select the 'Time and Expense Workplace' tab.
- Click 'Go to Time Entry'
- Under the 'Schedules' heading at the bottom of the page, click 'Self-Assignment'
- Set the "Start Date" and "End Date" fields to the dates of your leave, inclusive of the days you are away.
- Set the "Project" field to "Proximity - Leave"
- Enter your leave hours for each day (typically 8). If your leave spans multiple weeks, the system will automatically copy these hours across.
- Click 'Save'
2. How to enter a leave timecard
Entering leave uses the exact same process as entering all other time, so please refer to:
How to enter time : Apex Support (proximity.com.au)