Leave Management
Overview
The Leave Management module allows administrators to configure leave types, process leave requests, manage approval workflows, and track employee leave balances. It supports paid, unpaid, and prorated leave policies with configurable settings.
Accessing Leave Management
Navigate to HR > Leave Management in the sidebar.
Leave Dashboard
The leave management page is organised into tabs:
| Tab | Description |
|---|---|
| Leave Requests | View and manage all leave requests |
| Leave Types | Configure available leave categories |
| Settings | Global leave policy settings |
Leave Requests
Viewing Requests
The leave requests table displays all submitted requests with search, filter, and sort capabilities.
| Column | Description |
|---|---|
| Employee | Name of the requesting employee |
| Leave Type | Category of leave (e.g., Annual, Sick, Maternity) |
| Start Date | First day of leave |
| End Date | Last day of leave |
| Total Days | Number of leave days |
| Status | Pending, Approved, or Rejected |
| Actions | Approve, reject, edit, or delete |
Filtering Requests
Filter leave requests by status:
- All
- Pending
- Approved
- Rejected
Creating a Leave Request (Admin)
- Click the Add Leave button.
- Fill in the leave request form:
| Field | Required | Description |
|---|---|---|
| Employee | Yes | Select the employee |
| Leave Type | Yes | Choose the type of leave |
| Start Date | Yes | First day of leave |
| End Date | Yes | Last day of leave |
| Reason | No | Explanation for the leave request |
| Emergency | No | Toggle if this is an emergency leave |
- Click Save to submit the request.
Approving / Rejecting Requests
- From the leave requests list, use the action buttons on a pending request.
- Click Approve to grant the leave or Reject to deny it.
Editing a Leave Request
- Click Edit on an existing leave request.
- Modify the start date, end date, reason, status, or emergency flag.
- Save changes.
Leave Types
Managing Leave Types
Leave types define the categories of leave available to employees.
| Field | Description |
|---|---|
| Leave Type Name | Name of the leave category (e.g., Annual Leave, Sick Leave) |
| Maximum Days | Maximum days allowed per year |
| Is Paid | Whether this leave type is paid |
| Is Unpaid | Whether this leave type is unpaid |
| Is Prorated | Whether days are prorated based on start date |
| Prorate Days | Enable day-level proration |
| Backdate Policy | Controls whether employees can backdate leave requests |
Creating a Leave Type
- Open the Leave Types tab.
- Click Add Leave Type.
- Fill in the form fields above.
- Save the leave type.
Editing a Leave Type
- Click Edit on an existing leave type.
- Modify the fields as needed.
- Save changes.
Leave Settings
Navigate to HR > Leave Management > Settings or use the Settings tab.
Global Settings
| Setting | Description |
|---|---|
| Include Weekends | Count weekend days as part of leave duration |
| Forward Unused Days | Carry over unused leave days to the next year |
| Notify Super Admin | Send notifications to super admin for all leave requests |
| Total Leave Days | Aggregate of maximum days across all leave types |
Leave Workflow Summary
Employee Submits Request (or Admin Creates)
↓
Status: Pending
↓
Admin Reviews Request
↓ ↓
Approve Reject
↓ ↓
Status: Approved Status: Rejected
↓
Leave Balance Updated
Employee Leave Details
Individual employee leave balances and history can be viewed from the employee profile under the Leave Details tab at HR > Employees > [Employee] > Leave Details.