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Time off

Requesting time off, leave rules and categories, balances, approval flows and leave reports.

30 articles
Listing, filtering and viewing leaves on a calendar in the Leaves screenExplains which leaves you see on the Leaves screen, how to narrow the list with status tabs and filter chips, sort it, open a leave's details, and act on a…
Setting who can see whom on the Team today cardExplains how to decide, per employee, whose leave they see on the Team today card on the home page, using the Upcoming Leaves Visibility rules in Company Settings.
Leave reports and the leave agreement formExplains how to create Leave, Leave Entitlement, Leave Balance Report and Leave Agreement Form reports on Personnel Leave Report, and how to view and download the results.
Bulk leave entry with ExcelExplains how to enter used leave, extra entitlement and remaining balance for many employees at once with the Excel template, during setup or reconciliation.
Cancelling a leave (deleting a leave record)Explains how an employee withdraws their own request that is still awaiting a decision, how a leave record is deleted from the Leaves screen with SMS verification, and how this…
Approving or rejecting a leave requestExplains how a manager in the approval process approves or rejects pending leave requests from the inbox on the home page or the Leaves screen.
Adding leave and bonus leave for employeesExplains how to enter leave for several employees at once with Add leave for employees, how to add leave for one employee from the registry, the Approve and Continue option,…
Requesting leave and viewing your balanceExplains how to create a leave request as an employee, how the number of days is calculated, the SMS verification, and where to see your remaining leave balance in the…
Carry-over and expiry (lost leave) rulesExplains the five transfer options that decide whether unused leave days carry over or expire at the end of the period, and how Handover and Loss rows appear in the…
Creating leave rules and leave categoriesExplains how to create a leave rule, add categories such as annual leave to it, configure entitlement, seniority, age exception, gender condition and severance exclusion, and assign the rule to…
Leave module overviewSummarises how leave rules, work schedules, leave requests, approvals, balances, bulk entry and leave reports work together, and who can do what.
An employee's annual leave entitlement is not showingWhy entitlements are not calculated when seniority has not been entered, and how to fix it.
Who can cancel or delete a leave request?What employees and authorised users can do when leave has been entered incorrectly.
How do I edit a leave rule?How do I edit a leave rule?
How do I add an approval process for leave?How do I add an approval process for leave?
How do I add past leave for employees in bulk?How do I add past leave for employees in bulk?
Where can I see employees' leave balances?Where can I see employees' leave balances?
How do I add a new leave rule?How do I add a new leave rule?
How do I add a new leave category?How do I add a new leave category?
Can approved leave be deleted?Can approved leave be deleted?
Can leave that has been created be deleted?Can leave that has been created be deleted?
Where do I check for clashing leave between employees?Where do I check for clashing leave between employees?
How do I give an employee extra or bonus leave days?How do I give an employee extra or bonus leave days?
Where do I find the employee leave report?Where do I find the employee leave report?
How do I set a carry-over limit on a leave rule?How do I set a carry-over limit on a leave rule?
How do I download a leave form?How do I download a leave form?
How do I request time off?How do I request time off?
Where can I see my leave balance and history?Where can I see my leave balance and history?
How do I set up a negative balance allowance for a leave type?How do I set up a negative balance allowance for a leave type?
How do I assign a leave rule to several employees at once?How do I assign a leave rule to several employees at once?