Leave Management
This comprehensive guide is designed to empower you with everything you need to efficiently navigate the leave management system, whether you're an employee managing your personal leave or an administrator responsible for implementing and maintaining organizational policies. The system provides a robust, user-friendly platform for handling all aspects of leave management, including applying for leave, tracking requests, approving or declining applications, and customizing entitlements.
From understanding your leave balances and entitlements to configuring advanced policies like carry-forward rules and auto-approval settings, this documentation covers every scenario with clear instructions and practical tips. Administrators can define custom leave types, allocate additional leave, and handle bulk entitlement updates, ensuring alignment with company policies. Employees benefit from intuitive tools to apply for leave, track statuses, and make adjustments with ease.
Table of Contents
1. Managing Your Leaves
This section helps employees understand how to view their leave balances, apply for leave, and track or cancel requests with ease. It provides step-by-step instructions to manage leave efficiently.
2. Approve Leave Requests
Designed for managers and admins, this section explains how to approve or decline leave requests, revoke approved leave when necessary, and provide feedback to employees to maintain transparency.
3. Custom Leave Allocations
Admins can use this section to grant extra leave days for special circumstances, edit or delete custom allocations, and ensure additional flexibility for employees while adhering to company policies.
4. Leave Carry Forward
This section explains how to carry forward unused leave balances to the next cycle while adhering to predefined rules such as maximum carry-forward limits and expiration dates.
5. Leave Entitlements
Admins can learn how to add, manage, and override leave entitlements for employees, including handling bulk uploads with templates and resolving validation errors efficiently.
6. Managing Leave Types
This section guides admins in creating, customizing, and managing leave types, enabling features like carry-forward and auto-approval, and activating or deactivating leave types as needed.