Leave Overview Portlet
Navigate to the Home menu to view the Leave Overview Portlet.
Depending on the permissions set by the Administrator, Employee can view certain leave type balances and create Leave Requests direct from the home screen.
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Leave Request List Menu
Alternatively, a user can initiate a Leave Request by navigating to Leave > + Leave Request
New Leave Request Form
The New Leave Request Form allows an Employee to submit a request to take various types of Multi-Day or Single-Day leave.
Once the Leave Type is selected, and From and To Dates entered, the Available Hours and Required Hours will be automatically calculated.
On the right-hand side of the screen a monthly breakdown of Public Holidays and Upcoming Leave is listed
Public Holidays and Upcoming Leave Dates (previously approved) will not be available for selection.
Deficit Hours
If the Required Hours exceeds Available Hours, the system will warn the user via notification.
Depending on Leave Configuration preferences set up in the account, the user may have to reduce the required hours by adjusting dates or changing the leave type (ie. Leave Without Pay) to Submit the Request.
Requesting Leave via Dashboard
- Go to the Home Page (the Dashboard)
- Click a leave type you want to request in the Leave Overview portlet
- Fill out all required fields
All mandatory fields are marked with a red asterisk *
a. * Choose From and To Dates
b. * Fill in Duration
c. * Change Leave Type
d. Fill in Note if required - Upload a medical certificate if required
- Click the 'Submit Request' button
Requesting Leave via Main Menu
- On the main menu, choose: Leave → Request Leave
- Fill out all required fields
All mandatory fields are marked with a red asterisk *
a. * Choose From and To Dates
b. * Fill in Duration
c. * Change Leave Type
d. Fill in Note if required - Upload a medical certificate if required
- Click the 'Submit Request' button
Available and Required Hours
Note Available Hours and Required Hours are calculated automatically
List of Leave Requests
Employees can view Leave Requests by navigating to Leave → My Leave Requests
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