Managing Leaves
Request, approve, and track annual leave, sick leave, and more
Overview
The Leaves module handles all time-off management. Click 'Leaves' in the left sidebar to access four tabs: Leave Balance, Leave Requests, Public Holidays, and Year-End Processing.
Leave Balance
The Leave Balance tab shows your available leave by type. Each leave type is displayed as a card showing the total allocation, days used, and days remaining. The leave types and entitlements you see depend on your organisation's configuration - your admin sets up the categories and allocations that apply to your team. Common leave types include Annual Leave, Sick Leave, Bereavement Leave, Maternity Leave, and Leave Without Pay, but your organisation may have different types or different entitlements.
Toggle between 'My Balances' and 'Team Balances' in the upper right corner. My Balances shows your personal leave, while Team Balances lets managers view leave balances for their team members.
Leave Requests
The Leave Requests tab is where you apply for leave and manage approvals. You can toggle between 'My Requests' (your own submissions) and 'Approvals' (requests from your team awaiting your approval). To apply for leave, click the '+ Apply Leave' button. Each request shows Leave Type, Dates, Days, Status, Submitted date, and available Actions. Note: employees can only see and submit their own requests, while team leaders also see the 'Approvals' toggle to review their team's requests.
- Click the 'Leave Requests' tab
- Click '+ Apply Leave' in the upper right corner
- Select the leave type and dates
- Submit your request - it will appear in your requests list
- Team leaders and admins can switch to 'Approvals' to review and approve or decline pending requests
Public Holidays
The Public Holidays tab displays all public holidays relevant to your location. You can toggle between 'My Holidays' (holidays based on your assigned shift and country) and 'All Holidays' to see holidays across all regions. The tab shows your shift assignment (e.g. Philippines Regular Shift), country, and total number of holidays for the year. Each holiday lists the Date, Day, Holiday Name, Description, and Status (Past or Upcoming). Use the year selector in the upper right to view holidays for different years.
Year-End Processing
The Year-End Processing tab handles end-of-year leave balance transitions. Carryover rules (e.g. how many days carry forward vs. lapse) depend on your organisation's policies - your admin configures these settings. The tab shows processing status for the selected year, including the number of employees, balance records, and whether the next year's balances have been created. Available actions include:
- Preview Year-End Processing - see what will happen before committing
- Execute Year-End Processing - process the carryover and lapse
- Show History - view past year-end processing records
- Show Lapse Report - see which leave balances will lapse
- Initialize Missing Balances - set up balances for employees who don't have them yet
- Compensatory Time Off Expiry - expire compensatory time off balances that have passed their expiry date
Year-End Processing is typically run in December or January. The exact carryover limits and lapse rules vary by organisation - check with your admin for your company's specific leave policies.
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