Leave Management

Configure leave types and manage organization-wide requests.

Who can access

• Users with “view leave management”. Sub-permissions for types, requests, and personal requests.

Leave types

1. HR → Leave Management → Leave Type.
2. Add types (Annual, Sick, Unpaid, etc.) with accrual, carry-over, and limits.
3. Activate/deactivate as policy evolves.

Leave requests (admin)

1. HR → Leave Management → Leave Request.
2. Filter by employee, type, status, and date.
3. Review details and approve/reject with comments.

My leave requests (self-service)

1. HR → Leave Management → My Leave Requests.
2. Submit new request and track status.
3. Withdraw or edit before final approval (if allowed).

Tips

• Keep policy fields accurate to avoid submission errors.
• Use filters for fast triage during peak periods.

Troubleshooting

• Request not visible: check filters and user permissions.
• Balances not updating: confirm accrual job/policy settings.