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Leave Management

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Overview

• Leave request submission and approval
• Balance tracking by leave type
• Calendar integration
• Coverage planning
• Compliance with leave policies

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Accessing Leave Management

1. Navigate to Compliance in the main menu
2. Select HR > Leave from the submenu
3. View the leave dashboard

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Leave Dashboard

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Dashboard Components

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Quick Stats

• Total pending requests
• Employees on leave today
• Leave taken this period
• Available balances summary

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Leave Types

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Standard Leave Types

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Configuring Leave Types

1. Go to Settings > HR
2. Select Leave Types
3. Click Add Leave Type
4. Configure:

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Leave Requests

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Submitting a Request

1. Click Request Leave
2. Select leave type
3. Enter dates:
   • Start date
   • End date
   • Full day or partial
4. Add reason (optional)
5. Submit request

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Request Workflow

Employee Submits Request
         |
         v
  Manager Notified
         |
         v
Manager Reviews Request
         |
    +----+----+
    |         |
Approved   Denied
    |         |
    v         v
Balances   Employee
Updated    Notified

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Request Status

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Approving Leave

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Approval Process

1. Navigate to Pending Requests
2. Review request details:
   • Employee name
   • Leave type
   • Dates requested
   • Available balance
   • Team coverage
3. Click Approve or Deny
4. Add comments if needed

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Approval Considerations

• Current team workload
• Other approved leave
• Coverage availability
• Leave balance sufficient
• Peak period restrictions

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Bulk Approvals

1. Select requests from the list
2. Click Bulk Actions
3. Choose Approve Selected or Deny Selected
4. Add group comment if needed
5. Confirm action

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Leave Balances

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Viewing Balances

1. Open employee record
2. Go to Leave tab
3. View balance by type:
   • Opening balance
   • Accrued this period
   • Taken this period
   • Current balance
   • Scheduled (approved future leave)

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Balance Calculations

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Adjusting Balances

1. Open employee leave record
2. Click Adjust Balance
3. Select leave type
4. Enter adjustment amount
5. Add reason for adjustment
6. Save with audit trail

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Leave Calendar

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Calendar Views

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Calendar Features

• Color-coded by leave type
• Filter by team or department
• See overlapping leave
• Identify coverage gaps
• Export to external calendars

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Calendar Integration

1. Go to Settings > Integrations
2. Select calendar integration
3. Configure sync settings
4. Enable automatic updates

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Leave Policies

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Policy Settings

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Accrual Methods

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Blackout Periods

1. Go to Settings > Leave Policies
2. Click Add Blackout Period
3. Set start and end dates
4. Select affected leave types
5. Add exception rules if needed
6. Save policy

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Reporting

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Leave Reports

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Generating Reports

1. Navigate to HR > Reports
2. Select leave report type
3. Choose date range
4. Apply filters (team, leave type)
5. Generate and export

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Compliance Reports

• Minimum leave taken
• Maximum balance warnings
• Policy violations
• Audit trails

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Best Practices

• Process leave requests within 48 hours
• Maintain minimum team coverage levels
• Encourage employees to use leave entitlements
• Review balances quarterly
• Plan for peak leave periods
• Document all balance adjustments
• Set clear blackout period policies
• Enable calendar sync for visibility

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Troubleshooting

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Request Not Submitting

• Check all required fields are completed
• Verify dates are valid (not in the past)
• Confirm leave type is available
• Check employee has sufficient balance

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Incorrect Balance

• Review adjustment history
• Check accrual calculations
• Verify leave taken records
• Contact HR for correction

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Calendar Not Syncing

• Check integration settings
• Verify sync is enabled
• Review connection status
• Re-authorize if needed

• Employees
• Shifts
• Team Members