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Documentation Index

Fetch the complete documentation index at: https://planmyrounds.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Leave management is where your team records when doctors are unavailable, so the scheduler can plan around them. Once a leave request is approved, the doctor is automatically taken out of duty assignments on those dates — no manual edits to the roster needed.

What you can record

Leave requests

Dates a doctor cannot work — annual leave, sick leave, maternity leave, or any other category your organisation defines.

Shifts to avoid

Soft preferences — dates a doctor would rather not work. The scheduler tries to honour these, but they’re not a hard block.

How a leave request moves through the system

1

Submit

An admin or a doctor submits a request with the dates, leave type, and shift.
2

Review

The request lands in Leave Applications with a Pending status, waiting for admin review.
3

Decide

An admin approves or rejects the request. Approved dates are immediately excluded from scheduling.
4

Adjust

Plans change. Pending requests can be cancelled; approved ones can be reversed by an admin.

Leave statuses

Every leave entry sits in one of four statuses:
StatusWhat it means
PendingSubmitted and waiting for admin review.
ApprovedAccepted by an admin. The doctor is excluded from scheduling on this date.
RejectedDeclined by an admin. The doctor stays available for scheduling.
RemovedCancelled by the doctor or an admin. Cannot be restored.
A leave request only affects scheduling once it’s Approved. Pending and rejected entries are ignored when a roster is generated.

Who can do what

ActionDoctor (linked account)Admin
View own leave history
View all team leave
Submit own leave request
Submit leave for another doctor
Approve or reject requests
Cancel a pending request✓ (own only)✓ (any)
Create or edit leave types

Where to find leave features

Leave Applications

Admin view of every leave entry across the team. Filter, review, approve, or reject from here.

My Leaves

A doctor’s personal view of their own leave history and upcoming requests.

Leave Calendar

A month-by-month calendar of everyone’s leave, with filters by department, pod, doctor, and seniority.

Leave Types

The categories your organisation uses to classify time off — set up and managed by admins.

Next steps

Set up your leave types

Define the categories your team will use — Annual Leave, Sick Leave, and more.

Submit a leave request

Walk through how to add a leave entry as an admin or a doctor.