Step by step
- Open HRM > Leaves.
- Set up the kinds of leave first: click the Leave Types tab, press New, enter the Name and the Max Leave Count, choose the Leave Count Interval and press Save.
- Go back to the Leaves tab and press New. Select the Employee and the Leave Type, pick the Start Date and the End Date, write the Reason if you like and press Save.
- A new leave is Pending. Choose Pending in the Status filter at the top to see the leaves that still need a decision.
- In the Action column press the tick to Approve or the ban sign to Reject. Write a Note if needed and confirm.
- The pencil edits a leave and the bin deletes it. The Days column shows how many days the leave covers, from the start date to the end date.
- Pdf and Print export the list.
Good to know
- Only an approved leave counts in payroll: its working days are not counted as absent. A pending or rejected leave does not cover the employee.
- Approve and Reject are shown only to a user with the Leave Approve/Reject permission. After a leave is approved or rejected, only such a user can still edit it.
- Max Leave Count is kept for reference only. The software does not stop a leave that goes over it.
- Employee, Leave Type, Start Date and End Date are required. The employee list shows the users of your own shop.
- Leave days are marked with a plane sign in HRM > Attendances Report.