How To Manage Bereavement Leave

Applying for Bereavement Leave

There are 3 things you need to do when taking leave:

1. Request leave via the Smartly App

2. Add a leave timer in Harvest

3. Delegate tasks/clients to other VAs

Note: Bereavement leave is at the discretion of the General Manager and is based around the Employment New Zealand guidelines, which you can find more information on at there website here.

Smartly

When you would like to request bereavement leave, you will need to submit a leave request through the Smartly app on your phone. If you don't have the app please see the Office Administrator.

Complete the steps below to apply for the leave through the app. Your Team Leader or the General Manager will receive the request and consider. Once they have approved or declined, you will receive a notification.

Applying for leave:

1. Log into the Smartly app on your phone

2. Click on the Leave icon at the bottom

3. Click on the green + Apply for leave button

4. Fill in the request details, selecting which sort of leave it is and the dates

5. Select an Approver (this will be your either the General Manager or your Team Leader)

6. Once you have finished click Save. Your approver will now be notified and will either Approve or Decline your leave. You will get an email letting you know if it has been approved or not

Note: If you are applying for 1.36 hours of leave and you usually work 8 hours on that day then you calculate 1.36 divided by 8 = 0.17. You would therefore put 0.17 in the day field.

Harvest

Bereavement leave - before you go on leave you need to enter an internal timer/s into your timesheet in Harvest with the note "Bereavement leave" (pic below)

Delegate tasks/clients to other VAs

Follow the steps on the What To Do Before Taking Leave and What To Do When You Return From Leave pages.