Leaves And Requests - Let's Get You Started!
The Leaves & Requests module allows organizations to manage employee leave types, leave requests, approvals, and leave balances. This section helps administrators configure leave policies while allowing employees to submit and track their leave requests easily. Administrators can create leave categories, assign them to employees, and monitor leave usage across the organization.
Leave Setup
The Setup (Leave Configuration) section is used to configure different leave types available in the organization.
Request Types
Administrators can define different leave categories such as:
- Casual Leave
- Sick Leave
- Annual Leave
- Special Leave
- Custom Leave Types
Each leave type includes important settings.
Leave Type Configuration
When creating a new leave type, the administrator must define:
- Leave Name – The name of the leave category.
- Number of Days – Maximum leave days allowed for the leave type.
- Status – Defines whether the leave type is active or inactive.
- Carry Forward – Allows unused leave days to be carried forward to the next period.
- Encashable – Allows employees to convert unused leave days into payment if applicable.
- Description – Additional details about the leave type.
Managing Leave Types
The leave type table shows:
- Leave ID
- Leave Name
- Number of Days Allowed
- Carry Forward Status
- Payable Status
- Active Status
- Assigned Users
Administrators can edit, view, or delete leave types from the Actions column.
Assigning Leave Types to Users
Admins can assign leave types to specific employees. This helps define which employees are eligible for certain leave categories.
The Add User option allows administrators to quickly link leave policies to selected employees.
Benefits of Leaves & Requests
- Manage employee leave policies efficiently
- Track leave balances and usage
- Simplify leave request and approval workflows
- Maintain transparency between employees and administrators
- Ensure proper leave record management
Approve Requests
The Approve Requests module allows administrators or managers to review, approve, or reject employee leave requests.
Overview
The dashboard displays all leave requests submitted by employees including:
- Employee Name
- Leave Type
- Leave Duration
- Working Days
- Request Status
- Remarks
- Action History
Request Summary
The top section displays quick statistics:
- Today Leaves
- Monthly Leaves
- Today Requests
Request Views
The module provides multiple views:
Request Cards View
Displays detailed leave request cards showing employee name, leave type, subject, reason, duration, working days, status, requested date, and approval details.
Calendar View
Shows leave requests in a monthly calendar helping managers identify overlapping leave requests, holidays, and employee availability.
Table View
Displays leave requests in structured format including request ID, employee information, leave name, leave type, subject, and duration.
Request Status
- Pending – Waiting for approval
- Approved – Leave accepted
- Rejected – Leave declined
Actions
- Approve Request
- Reject Request
- Edit Request
- View Details
Analytics Panel
The side panel shows statistics including total, pending, approved, and rejected requests.
Request Balances
The Request Balances module allows administrators to track employee leave balances.
Overview
The dashboard displays employee leave balances for a specific year.
Balance Table
The main table includes:
- User ID / Employee Name
- Year
- Request Type
- Actions
Leave Balance Details
The leave balance breakdown includes:
- Opening Balance
- Allocated
- Used
- LOP (Loss of Pay)
- Carry Forward
- Encashment
- Closing Balance
Import & Export
Admins can import or export leave balance data for bulk updates.
Benefits
- Track employee leave availability
- Prevent exceeding leave limits
- Maintain transparency
- Simplify HR monitoring
Reports
The Reports module provides analytical insights and visual summaries of employee leave requests.
Overview
The dashboard displays charts and statistics related to leave requests.
Filters
- Scope
- Year
- Request Type
Request Statistics
- Total Requests
- Approved Requests
- Pending Requests
- Rejected Requests
Leave Distribution
Charts display distribution of leave types such as Casual Leave, Sick Leave, and other custom categories.
My Requests
The My Requests module allows employees to submit and track their leave requests.
Overview
The dashboard displays personal leave request statistics including total, pending, approved, and rejected requests.
Submit Request
Employees can submit a request including leave type, duration, subject, and reason.
Request List
The table displays request details including leave type, duration, working days, subject, status, requested date, and approval details.
Calendar View
Shows approved leave days, holidays, and events in calendar format.
Leave Balance
Displays opening balance, allocated leave, used leave, loss of pay, carry forward, encashment, and closing balance.
Benefits
- Submit leave requests easily
- Track approval status
- View leave history
- Monitor available leave balances