The "Applying for a Leave" functionality is a core part of the HRMS that enables employees and managers to manage time-off requests efficiently and transparently.
Purpose of the Functionality
1. Streamlined Leave Requests
Employees can apply for various types of leave (e.g., sick, casual, earned) via a centralized platform, eliminating the need for emails, paper forms, or manual tracking.
2. Real-Time Leave Balance Tracking
Employees can instantly view their remaining leave balance, helping them plan their time off responsibly.
3. Automated Approval Workflows
Leave applications are routed to the respective manager or HR for approval. This ensures faster processing and full visibility across the approval chain.
How to Apply for Leave
Step 1: Access the Leave Application Page
- From the left menu, click on ‘Apply for Leave’ under the My Leaves section.
Step 2: Select the User
- The system defaults to “For Me” (you are applying for your own leave).
- To apply on behalf of someone else, select ‘Other User’.
Note: Managers can apply leave on behalf of their direct or indirect Reportees only.
Step 3: Choose Leave Type
- Click on ‘Select Leave Type’.
- A dropdown will appear showing all eligible leave types based on system configuration and your current balance.
- Select the appropriate leave type (e.g., Casual Leave, Sick Leave, Earned Leave).
Step 4: Select Leave Duration
You have three options:
a. Full Day Leave
- Select a single date for the full day off.
b. Half Day Leave
- Choose whether it’s the first half or second half of the day.
- Select the date.
c. Multiple Days Leave
- Specify the start and end dates.
- For each, indicate if the leave begins or ends with a half or full day.
Step 5: Provide a Reason
- Use the reason text box to describe the purpose of your leave.
This adds transparency and helps managers/HR understand the request context.
Step 6: Submit the Application
- Click ‘Save’ to submit your request.
- You will receive a notification once your leave is approved or rejected by your reporting manager or HR.
Tips & Notes
- You can track the status of your leave from the ‘My Leave’ section.
- Any attached documentation (e.g., medical certificate) can be uploaded if required.
- Approved or pending leaves can typically be cancelled before the leave date, based on company policy.