Request, approve and track employee leave

Before you start

• Leave types configured for the business
• An entitlement recorded for the employee and cycle
• An approver who holds the leave approval permission

Complete the workflow

1. 1

   Configure the leave types

   Each type carries its own rules, so annual, sick and unpaid leave can behave differently. Configure them once for the business before recording entitlement against them.

2. 2

   Record entitlement

   Entitlement is granted per employee per cycle and is what a balance is measured against. A request cannot draw on a type the employee has no entitlement for.

3. 3

   Raise the request

   A request starts as a draft and is submitted for approval. The type and the dates decide what is deducted if it is approved.

4. 4

   Approve or reject

   Approval needs the separate approval permission, so raising and approving are deliberately different acts. A rejection keeps its reason on the request.

5. 5

   Cancel when plans change

   Cancelling a request that was already approved returns the days to the balance, which is why cancellation exists rather than deletion.

Useful tips

• ✦Approving is a different permission from requesting, so nobody approves their own leave by default.
• ✦A balance is entitlement for the cycle less approved leave — if it looks wrong, the request history for that cycle explains it.

Troubleshooting

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