This document shows the steps involved in applying leaves, tracking leaves & approving leaves of employees.
From Home Page > click on Apply Leave in Quick Links section. Refer below screen shot.
Go to Transactions menu > My Transactions > My Leaves > click on Leave Request OR click on Leave History and click on Apply for Leave
In Request Leave page, employee can apply for leave online.
Ø Select Self to apply leave for oneself, select Others to apply leave on behalf of sub-ordinates
Ø Select the Leave Type from the drop down list.
Ø Select the From and To dates
Ø Enter the Reason for the leave in the box provided.
Ø Select Half day request, if the leave to be applied for half day and select the Date on which half day leave was taken and the Session
Click on Add button to apply for multiple leaves and click on Submit button to send the request to respective Reporting Manager, who can either approve or reject leaves applied by employees. Once manager approves/rejects the request, employees will get a mail informing the status.
Go to Transactions menu > My Transactions > My Leaves > click on Leave Approval
Ø In Status drop down field, select Pending to approve/reject leaves.
Ø Select the leave records in the first column, using which leaves can be approved/reject in bulk and click on Submit after selecting the action.
Ø Click on View icon against individual leave record to approve/reject particular employee’s leaves
Ø Select Set Status, enter Approver Remarks and click on Submit button
In leave history page employees can check their leave related details i.e., Opening Balance, Leave Credited, Leaves taken, Leave pending for approval, En-cashed leaves and Closing Balance.
Also Status of all applied leaves can be checked by using filters given i.e., by Leave Year and Leave Types
Employees can also Withdraw leaves which are still not approved and under Pending status.
Go to Transactions menu > My Transactions > My Leaves > click on Leave History
Click on View/Edit against the pending leave record
Click on Cancel Leave button to withdraw the leaves applied which are still Pending.