Navigation : Home > MY Leaves > Application > Leave Application

Prerequisites

Before creating an Leave Application, it is advisable you create the following documents:

            • Employee
            • Leave Type
            • Leave Period
            • Leave Policy
            • Leave Allocation
            • Holiday List
            • Attendance

1. Click on ‘Leave Application’ under [Application] section and you will arrive at Leave Application Listing
2. Click ‘+ Add Leave Application’ to create a new Leave Application.
3. A table of Allocated Leaves will be shown. Based on the Leaves taken, the available leaves are displayed for each Leave Type.
4. Select the Employee Name and Leave Type.
5. Set the Leave duration using From Date and To Date. Based on the dates selected, the 'Total Leave Days' and the 'Leave Balance Before Application' fields will be displayed.
6. If the Leave applied is for a half-day, select the 'Half Day' checkbox.
7. Enter the Reason for Leave.
8. Select Leave Approver.
9. Select the Posting Date of the Leave Application.
10. Check the 'Follow via Email' checkbox to send notification of the Leave Application to the Leave Approver.
11. You can also link the Salary Slip of the Employee in the Leave Application for the record.
12. Click on Save. Once the Employee saves the Leave Application, the status of the Leave Application changes to 'Open', and an email is sent to the Leave Approver for approval. The Leave Approval Notification Template can be configured in HR Settings under the Leave Settings section.
13. Once the Leave Approver receives the email, they can Approve, Reject, or Cancel the Leave Application. Once this is done, the Leave Approver can submit the Leave Application. On submission, the status of the document changes accordingly, and an email is sent to the Employee notifying them the same.

Notes:

1. Leave Application cannot be submitted if the Salary is already processed for the leave period.
2. Leave Application period must be within a single Leave Allocation period. In case you are applying for leave across the leave allocation period, you must create two Leave Application records.
3. Leave Application period must be in the latest Leave Allocation period.
4. Employee cannot apply for leave on the dates which are added in the Leave Block List.