Request leave

Overview

Whether you have an upcoming holiday or need to submit some personal leave, this feature allows you to apply for time off, which your manager can then either approve or decline.

You can submit a leave request based upon the leave categories setup in your payroll platform and view your available projected leave balance.

Helpful Hint

If you need to see if your leave request conflicts with your coworkers, you can check who has approved leave through the Upcoming Event feed on the mobile app. For further details on this feature, please refer to this article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Requesting leave
  1. Click on the Leave menu.
  2. Click on the Request Leave submenu.
  3. Complete the following fields:
    • Leave category.

    Important

    You can select what type of leave you can take, based upon the leave allowance, pay categories, and awards you are working under. Two options that you can set up in the payroll platform is standard weeks and standard hours.

    • Start date.
    • End date.
    • Comment.
  4. Click the Add Document button to add any required files.
    Leave_1.jpg

    Helpful Hint

    You can use the Arrow button to display the leave details for each month.

    Warning

    The total hours taken for each day depends on the employment settings that your company has set. Part-time employees will need to check the auto-populated value for each day to ensure their leave request displays their correct hours.

    Important

    If you only need to take a half day off work, then you can edit the value within the hours field. For example, instead of nominating eight hours for a full day of leave, you can nominate four hours for a half day of leave.

  5. Click the Submit button.
    Leave_2.jpg

Further information

Projected leave visibility

In order for the HR platform to calculate the employees projected leave balance will depend on what you selected within their pay details section. For details on who can see their projected leave balance refer to the table below.

Settings Enabled/Disabled Projected Leave Visible
Custom work hours enabled Paying employee their normal working hours by default Timesheet type Full-time employees Part-time employees
Enabled Enabled Use timesheets for exceptions only. Yes Yes
Enabled Disabled Use timesheets to submit all time worked. Yes Yes
Disabled Enabled Use timesheets for exceptions only. Yes No
Disabled Enabled Do not use timesheets. Yes No
Enabled Enabled Do not use timesheets. Yes No
Disabled Enabled Use timesheets to submit all time worked. No No
Enabled Enabled Use timesheets to submit all time worked. No No
Disabled Disabled Use timesheets to submit all time worked. No No
Disabled Disabled Use timesheets for exceptions only. No No
Disabled Disabled Do not use timesheets. No No
Enabled Disabled Use timesheets for exceptions only. No No
Enabled Disabled Do not use timesheets. No No
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