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Leave Management

Leave Management:

1. Add Leave Types in Settings.
2. Add leave: Select Leave Type, Start Date, End Date, Leave type, Reason (text area).
3. Default status of a leave added is pending
4. Admin can change the status: status(pending, canceled, approved) by clicking on the leave status column button.
5. In- app Notification will be sent to admin when a new leave is added.
6. In- app Notification will be sent to the applied user when the status is changed by the admin.
7. Only admin can delete a leave.
8. Reference no. Will be generated automatically for every leave to uniquely identify them. You can change the reference no prefix from HRM -> Settings (Leave Reference No. prefix)
9. Leave Instructions: You can enter special instructions for users before applying for leaves from the settings “Leave Instructions” field.

Leave types

1. Only admin can manage leave type (add or edit)
2. Fields:
   1. Leave Type: Enter the name of the type of leave.
   2. Max leave counts: Maximum number of leaves allowed for the leave type.
   3. Leave count interval: This can be “Current month” or “Current financial year” or “None”. It is the interval for the maximum leave counts.

For example: If employees can take 12 Sick Leave in 1 year then:
Leave Type = “Sick Leave”
Max leave counts = 12
Leave count interval = “Current financial year”

Leaves Summary for any user

1. For admin: Admin can view leave summary of all other users. On the leaves page filter by an employee name and it will show the summary at the bottom of the page.
2. For Users: Always visible to a user his/her summary.

Leaves Approval for user:

When an user applies a leave, the admin can approve or cancel it.

To do this,

Go to HRM Module > Leaves.
Here you can edit the status of the leaves.

Approval of Additional leaves:

If users apply additional leaves than the limit permitted by leave type, these leaves can be approved by enabling the “Approve Additional Leaves” checkbox.