Leave Tab
Template of Leave Balances
The Leave Management section provides employees with a comprehensive view of their leave balances, leave history, and the feasibility to apply for leaves and track their leave balance accordingly. Template of Leave Balances When an employee taps on the Leave tab, they see an overview of their leave balances, including all available and utilized leave types. As shown in the template below:
- Annual Leave:
- Casual/Sick Leave:
- Restricted Holiday:
- Maternity Leave:
- Compensatory Leave:
- Special Leave:
Additional Columns and Details
Employees can filter and explore their leave records in two categories: Leaves and Leave Without Pay (LWP).
Leaves: The Leaves tab allows employees to filter and view detailed information about applied leaves. The following fields are displayed
- Leave Type: The type of leave (e.g., Casual, Annual, Sick, Restricted).
- Leave Time: Half-day or full day.
- Date From: The start date of the leave.
- Date To: The end date of the leave.
- No. of Days: Total days of leave applied.
- Reason: The reason for applying for leave.
- Leave Status: Status of the leave (e.g., Pending, Approved, Rejected).
- Applied On: The date the leave request was submitted.
- Document: Any supporting documents uploaded (if applicable as per your policy).
- Approve/Reject Reason: Manager's comments for approval or rejection.
The section of “Leaves” helps employees know the overall status of their previous leave records.
LWP(Leave Without Pay)
The LWP tab focuses on unpaid leaves and their adjustments. Employees can filter and view:
- Date: The date of LWP applied.
- Type: Type of unpaid leave.
- Remarks: Additional comments on the leave.
- Reason: The reason for unpaid leave.
- Approve/Reject Reason: Manager’s feedback or decision.
- Taken: Total unpaid leave days taken.
- Adjusted: Any adjustments made (if applicable).
- Remaining: Remaining balance of unpaid leaves (if applicable).
- Status: The current status (e.g., Pending, Approved, Rejected).
- Action: Allows further actions like requesting adjustments or re-submitting.
Below mentioned are the detailed descriptions of “New Records” and “Leave Records” template.
New Request
The “New Request” feature enables employees to easily submit leave applications for approval. Here's a breakdown of the fields and options available: Fields in the New Request Form:
1) Leave Type: Employees can select the type of leave they wish to apply for. Here’s the template of a standard Leave Type feature that consists of:
- Annual Leave
- Casual/Sick Leave
- Compensatory Leave
- Restricted Holiday
- Maternity Leave
- Compensatory Leave
- Special Leave
- Leave Without Pay (LWP)
Companies can add other leave types, according to their leave policies.
This is a required field to ensure the leave request is categorized correctly. 2) Start Date: Specifies the start date of the leave. This field is mandatory and follows the format: DD/MM/YYYY. 3) To Date: Specifies the end date of the leave. This is also mandatory and must follow the same format: DD/MM/YYYY. The date format can be customized according to your company’s standard policy.
4) Leave Time: Employees canoff select the duration of their leave:
- Full Day: Applies to the entire working day.
- Half Day First: Applies to the first half of the working day.
- Half Day Second: Applies to the second half of the working day.
5) Upload Document (Optional) Employees can upload supporting documents for their leave request (e.g., medical certificates, invitations, etc.). You can make this field either mandatory or optional for employees, according to your company policies. 6) Reason: Employees are required to provide a valid reason for their leave application. This helps managers understand the purpose of the leave request and aids in decision-making. 7) Apply: Once all the mandatory fields are completed, employees can click the Apply button to submit their leave request.
Leave Record
The Leave Record option allows employees to access their leave history effortlessly. This feature provides a comprehensive overview of all previously applied leave records and helps employees track their leave balances.
- Filter Options: Employees can narrow down their search by using the following filter options:
- From Date: Select the starting date to filter records based on a specific timeframe.
- To Date: Select the ending date to specify the range of records to view.
- Select Leave Type: Choose the type of leave (e.g., Annual Leave, Casual/Sick Leave, etc.) to filter relevant records.
- Filter Button: Apply the selected criteria to retrieve the desired leave records.
These options make it easy to locate specific leave details, even from a large pool of records.
Leave Records Details: The records displayed under this section include the following columns:
- Date: The date on which the leave was applied or utilized.
- Leave Type: The type of leave used (e.g., Annual Leave, Maternity Leave, Casual/Sick Leave, etc.).
- Remarks: Any notes or comments added by the reporting manager or the approver related to the leave request.
- Leaves Credited: The number of leave days credited to the employee’s account.
- Leaves Debited: The number of leave days deducted for the applied leave.
- Remaining Leaves: The balance of available leave days after the leave is deducted.
The Leave Record option ensures that employees have full visibility of their leave history, making it easier to plan future leaves, review past applications, and maintain accurate records of their leave balance.