Leave Requests
Requesting Leave and Applying for it.
Leave Requests.
This is the Leave Request page, this is where you can apply for and check/manage all leave requests running through the portal by all employees.
On this page you will notice that there are two buttons in the top right corner of the screen, this is where you can apply for leave, whether it be one or more days or just a part day.
Requesting one or more whole days / part days.
Upon clicking the button to request one or more days, this is the screen you will see, and it contains everything you need to apply for leave. You will also see the same screen if you choose to apply for only a part day.
Basic Details.
Requested For
This allows you to choose who the leave is for, which in most cases will be for the current employee logged in.
Send To
You can select who you want the leave request to go to, which is generally the manager that the employee reports to.
Transaction Type
Choose which leave type you wish to apply for, whether it be annual, sick, etc.
Comment
Allows you to leave a personalised comment if you wish, to let your manager know the specifics of your leave.
Leave Balances.
Transaction Type
This shows you which leave types you have ready to use.
Payroll Balance
This shows you your current balance of each available leave type.
Applied
This is a balance of how many days or hours of leave that you have applied for.
Approved
Shows you whether your applied for leave has been approved by your manager or not.
Calculated Balance
This balance will be depleted by the appropriate amount after your applied for leave has been approved.
Dates Requested.
Selected Dates
This calendar is where you apply for leave. Simply choose your start date then click each consecutive day until you have all the dates you want. If it is only one day, you just need to select the single day.
The Leave Toolbar.
All Current
This shows you all leave that falls under every other category, if you want to see all of them in one place.
Requested
This will only show you leave that has been requested.
Escalated
This shows leave that has been sent to a different manager after the employees current manager takes too long to approve leave.
Approved
Only shows leave that has been approved by a manager.
Declined
Shows declined leave only.
Exported
Only shows leave that has been sent to the payroll.
Withdrawn
Only shows leave that the employee has chosen to withdraw.
Everyone
Shows leave for everyone under your specified category.
Just Me
Only shows your personal leave under your specified category.
Leave Requests Table.
This table shows you a culmination of all leave applications from all employees as well as any other actions that are needed.
The Print/Copy Bar
This bar allows you to either print the table directly to a local printer or copy it to your clipboard to paste in a destination of your choosing. You can also transfer the data directly to a CSV file, an Excel Document or a PDF if you so choose.
The Search Bar
This lets you search the leave table for a specific user or specific dates, if you are needing quick access to specific information if the table is larger.
The Entries Box
In the bottom left corner is a little box, this lets you select how many entries you want to show for each page.
Selecting Your Page
This lets you either scroll through the pages one-by-one or skip the first/last page of the entries.
Updated
Informs you when this leave action was last updated.
Requested By
Informs you who requested the leave.
Sent To
States who the leave request was sent to.
Leave Type
States which leave type was requested.
Date From
When the employees leave starts.
Date To
When the employees leave ends.
Total Requested
How much leave was requested.
Total Exported
How much leave was sent to the payroll.
Balance
What the employees current leave balance for that leave type is.
Actions
If any additional actions have been taken.