Leaves
Use Leaves to request time off, review your leave balance and history, check the leave calendar, and approve or reject team leave requests when you are an approver.
Overview
Leaves is where employees request time off and approvers review those requests.
| Tab | Purpose |
|---|---|
| My Leaves | Your balances, request list, add, edit, and delete |
| Calendar | Leave on a calendar view |
| Leave Approvals | Pending requests for approvers, including bulk approve or reject |
New requests start as Pending. Approvers can set them to Approved or Rejected.
Working days and public holidays used by leave checks are set in Company Profile.
How to access
Main Menu → Leaves
Then open My Leaves, Calendar, or Leave Approvals. Choose Add Leave from My Leaves to create a request.
If you do not see Leaves or Leave Approvals, ask your administrator to review your access.
What you can do
- Review Available Balance, Currently Booked, and Estimated Balance
- Filter requests by Approved, Pending, or Rejected, leave type, and date range
- Add, edit, or delete a leave request
- Approve or reject team requests (reject requires a comment)
- Review leave on the Calendar tab
Common leave categories include Parental Leave, Vacation, Unpaid Leave, Sick, and Casual Leave. If available balance is zero or less, paid categories such as Parental, Vacation, and Casual may be disabled, while Sick and Unpaid typically remain available.
Public holidays are not listed as a leave-type filter option.
Step-by-step workflow
- Open Leaves from the main menu, then open My Leaves.
- Choose Add Leave.
- Select member, From and To dates, and Full Day or Half Day.
- Choose a leave category, such as Vacation or Sick.
- Enter a reason and save.
- Confirm the request appears as Pending on My Leaves.
- Approvers open Leave Approvals, select requests, and choose Approve or Reject.
To change a request, open it from My Leaves, update the fields, and save. To remove a request, choose Delete and confirm.
Expected result
You see Leave added successfully. The request appears under My Leaves and on the calendar for approvers. After approval or rejection, the status updates on My Leaves for the requester.
The Leave Approvals tab can show a badge with the number of pending requests.
Cancel on the form discards unsaved changes. It does not change an already saved leave status.
Common validations
| Situation | What you see |
|---|---|
| Member missing | Member is required |
| From or To date missing | From / To date is required |
| End date before start | End date must be greater than start date |
| Non-working day or holiday | Selected Date is not working day |
| Overlapping leave | Leave for the selected date already exist |
| Sick leave on a future date | Sick leave cannot be scheduled for future dates |
| Leave category missing | Leave Type is mandatory |
| Reason missing | Reason For Leave is mandatory |
| Delete succeeds | Deleted successfully |
| Reject without a comment | Comment is required for rejecting leave |
| You cannot approve every selected item | You don’t have the permission to approve all the selected away times |
| No permission on a row | You don’t have permission to approve or reject this time off |