How to Apply for Leave?

1. Navigate to Leave Management Section.
2. Click the Add Leave button on the Apply leave tab to initiate a new leave request.
3. User Selection,

• Admin: Can view and apply leave for all users.
• End Users: Can view users based on hierarchy and viewership rights.

4. Select Date Range.

• Choose the start and end dates for your leave.
• System automatically calculates the number of days based on the range.

5. Choose Leave Type.

• Select the type of leave from the dropdown. ( Ex: Sick Leave, Casual Leave etc... )
• Each type shows the leave count allotted as per the leave policy.

6. Choose the leave Day Type:

• Full Day Leave
• Half Day Leave

For the same day, you can apply for two half-day leaves (e.g., Morning + Evening).

If a half-day leave is already applied for a date, the full-day option is disabled for that day.

7. Provide a valid reason for the leave request.
8. Submit Leave : Upon saving

• Leave status becomes Pending.
• Leave count is decreased for the selected type.

Approval Process

No Approval Flow Configured

1. Leave request is directly sent to the Admin.
2. Admin can:

• Approve: Status changes to Approved.
• Reject: Status changes to Rejected, and leave count is restored.

3. Approval Flow Configured.

• Leave request is routed to Approvers based on the configured flow.
• Approval or rejection actions follow the same logic as above.

Deleting Leave Requests

1. Pending Leave.

• User can delete their own and Admin can delete any leave.
• Leave count will be restored.

2. Auto-Approved Leave.

• Past & Current Leaves: Can only be deleted by Admin.
• Future Leaves: Admin can delete any leave and User can delete their own leaves.
• On delete, leave count is restored.

Leave Transactions

( Leave Transactions serve as logs for all leave activities.)

Type of Leave Transaction:

• Leaves Allotted
• Leaves Consumed
• Manual Grants
• Carry forwarded
• Lapsed

Interpreting Leave Count

• Positive Value (+): allotted or restored leave.
• Negative Value (−): consumed leave.

Manual Grant

(Allowed only if the leave type permission is enabled in the policy.)

1. Admins can manually update leave balances for themselves or other users based on the leave types configured in the policy, by either:

• Adding Leaves (+)
• Deducting Leaves (−)

2. Changes take immediate effect and are visible in Leave Transactions.

Notes:

• System ensures validation for overlapping, incorrect or conflicting leave requests (e.g., full day vs. two half days on same date).
• Manual Grant is one-time allotment.
• Leaves cannot be applied on weekly offs or holidays. Please choose a valid working day to apply leave.
• You cannot apply for leave on a date that already has a pending leave request.

How to configure User Policy – Weekly Off, Holiday & Leave Configuration?

Leave Management FAQ

Updated on: 19/08/2025