Leave Management allows organisations to configure leave categories and policies, enable employees to apply for leave, allow designated approvers to review and approve leave requests, and give HR and administrators visibility and control over leave activities across the organisation.
Follow the steps below to set up Leave Management for your organisation.
Step 1: Create a Leave Category
- From the side menu, click Leave Management.
- Navigate to Leave Categories.
- Click Create Leave Category.
Step 2: Configure the Leave Category
- Provide all the required information for the leave category (Depending on your organisation's requirements, configure the applicable leave details, including the leave name, entitlement, duration, eligibility, and any other settings available for the category).
- Review the information to ensure the leave category is configured correctly before saving it.
Note: Create separate leave categories for different types of leave your organisation offers, such as Annual Leave, Sick Leave, Maternity Leave, or other applicable leave types.
Step 3: Set Up the Leave Approval Workflow
- Set up an approval workflow to determine who reviews and approves employee leave requests.
- The approval workflow assigned to an employee's department determines the approval process their leave request will follow.
For detailed instructions on creating and configuring approval workflows, see How to Set Up an Approval Workflow.
Important: Only administrators with the Leave Management permission can be assigned as approvers for leave requests.
How To Assign Leave Management Permission to an Admin
To allow another administrator to approve or manage leave, they must have the Leave Management permission assigned to their role.
For an existing admin:
- Open the administrator's role or permissions.
- Edit the role to include the Leave Management permission.
- Save the changes.
For a new admin:
- Create a new role or use an existing role.
- Include the Leave Management permission in the role.
- Invite the new admin and assign them the appropriate role.
How Leave Requests Are Processed
- When an employee submits a leave request, the request follows the approval workflow configured for the employee's department.
- The request moves through each approval level according to the workflow configuration. Approvers can review the request and either approve or decline it based on the organisation's leave policies.
- Administrators with the appropriate Leave Management permissions can also perform additional actions on leave requests.
Leave Management Settings and Actions
The following actions can be performed by administrators with the required Leave Management permissions.
Adjust Official Dates
Adjust Official Dates allows an administrator to change the official leave dates selected by an employee.
This can be used when the approved or recorded leave dates need to be adjusted by an administrator.
Reroute Approval
Reroute Approval allows an administrator to bypass the current approval path and assign new approvers to the leave request.
The new approvers replace the current approvers for the request.
Note: Reroute Approval is only available when the current approver's action is still Pending Approval.
Override and Approve
Override and Approve allows an administrator to bypass the configured approval workflow and move the leave request directly to Approved.
This option can be used when an administrator needs to approve a request without requiring action from the remaining approvers in the workflow.
Adjust Leave Balance
Adjust Leave Balance allows an administrator to increase or decrease an employee's available leave balance for a specific leave category.
For example, an administrator can add additional leave days to an employee's balance or deduct days where an adjustment is required.
Any adjustment should reflect the organisation's leave policy and applicable administrative requirements.
Leave Management Overview
- Admins create and configure leave categories.
- Admin configure Approval workflows for the departments.
- Employees submit leave requests.
- Requests follow the approval workflow assigned to the employee's department.
- Approvers review and approve or decline requests.
- Admins with Leave Management permissions can manage requests and make adjustments where necessary.