Introduction to extra-leave links

Extra–leave links are used to manage automatic adjustments to people's leave allowances when they deliver extra work in exchange for time off in lieu. Once a link between a specific extra type and leave type is in place, assigning a person to the rota as that extra type will make an automatic credit of the appropriate amount to the allowance for the linked leave type.

This removes the manual step of making a separate leave adjustment after assigning someone as extra to the rota.

In order to set up this link you will need access to the super user area.

Extra-leave links in CLWRota

Creating an extra-leave link

To establish a link between a specific extra type and a leave type go to System management > Extras > Extra-leave links.

Creating links

Under New extra–leave link choose the 'Extra type' and the 'Leave type' that you wish to associate. The Active option determines that this is an active extra-leave link.

You will then need to determine the sessions to days conversion factor.

When using day based leave accounting, the amount of days credited to the allowance is based upon the work done's session value multiplied by this factor. For example, a factor of 0.5 will credit 0.5 days for 1 session of work done.

After filling out these three fields you can then 'Save link'.

Please note that an extra type can only be linked to one leave type, and vice versa. For more help with leave allowances see here.

Editing an extra-leave link

You can review all active and inactive extra-leave links in the Extra–leave links table.

Editing links

To edit an extra-leave link click 'Edit'. To disable a link untick Active and then 'Save link'. Please note that existing extra assignments will not be affected by any changes made, for example to the conversion factor.

Leave adjustments

Adjustments can be made and viewed under the Leave adjustments sub-tab on a clinician's personal leave page.

Adjustments

When a rota master assigns a clinician to the rota as the extra type designated by the extra-leave link this will automatically create a leave adjustment that credits the appropriate amount of leave to the assignee's leave allowance. Removing them from the session will debit the equivalent amount.

You can review both automatic and manual leave adjustments under 'Current leave adjustments'. The reason for the adjustment is provided along with the extra type, date, session and location of the extra assignment.

Extra-leave links in Medirota

Creating an extra-leave link

To establish a link between a specific extra type and a leave type go to Extras > Extra-leave links.

Creating links

Under New extra–leave link choose the 'Extra type' and the 'Leave type' that you wish to associate. The Active option determines that this is an active extra-leave link.

You will then need to determine the sessions to days conversion factor.

When using day based leave accounting, the amount of days credited to the allowance is based upon the work done's session value multiplied by this factor. For example, a factor of 0.5 will credit 0.5 days for 1 session of work done.

After filling out these three fields you can then 'Save link'.

Please note that an extra type can only be linked to one leave type, and vice versa. For more help with leave allowances see here.

Editing an extra-leave link

You can review all active and inactive extra-leave links in the Extra–leave links table.

Editing links

To edit an extra-leave link click 'Edit'. To disable a link change Active from to 'No' and then 'Save link'. Please note that existing extra assignments will not be affected by any changes made, for example to the conversion factor.

Leave adjustments

Adjustments can be made and viewed under the Leave adjustments sub-tab on a clinician's personal leave page.

Adjustments

When a rota master assigns a clinician to the rota as the extra type designated by the extra-leave link this will automatically create a leave adjustment that credits the appropriate amount of leave to the assignee's leave allowance. Removing them from the session will debit the equivalent amount.

You can review both automatic and manual leave adjustments under 'Current leave adjustments'. The reason for the adjustment is provided along with the extra type, date, session and activity name of the extra assignment.

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