Leave Application

If your company has a formal system where Employees have to apply for leaves to be able to qualify as paid leaves, you can create Leave Application to track approval and usage of leaves. The applying employee requires to select their Employee record, Leave Type and the period for which the leave is taken.



To create a new Leave Application, go to:

Human Resources > Leaves and Holiday > Leave Application > New Leave Application



Basic Workflow:

Employee applies for leave through Leave Application
Approver gets notification via email, "Follow via Email" should be checked for this.
Approver reviews Leave Application
Approver approves/rejects Leave Application
Employee gets notification on the status of his/her Leave Application



1. Prerequisites

Before you create a Leave Application, it is advisable you have the following documents:

Department
Leave Period
Holiday List
Leave Type
Leave Policy
Leave Allocation

2. How to create a Leave Application

Go to Leave Application list, click on New.
A table of Allocated Leaves will be shown. Based on the Leaves taken, the available leaves are displayed for each Leave Type.



Select the Employee Name and Leave Type.
Set the Leave duration using From Date and To Date. Based on the dates selected, the 'Total Leave Days' and the 'Leave Balance Before Application' fields will be displayed.
If the Leave applied is for a half-day, select the 'Half Day' checkbox.
Enter the Reason for Leave.



Select Leave Approver.
Select the Posting Date of the Leave Application.
Check the 'Follow via Email' checkbox to send notification of the Leave Application to the Leave Approver.
You can also link the Salary Slip of the Employee in the Leave Application for the record.



Click on Save. Once the Employee saves the Leave Application, the status of the Leave Application changes to 'Open', and an email is sent to the Leave Approver for approval. The Leave Approval Notification Template can be configured in HR Settings under the Leave Settings section.

Once the Leave Approver receives the email, they can Approve, Reject, or Cancel the Leave Application. Once this is done, the Leave Approver can submit the Leave Application. On submission, the status of the document changes accordingly, and an email is sent to the Employee notifying them the same.

Note: Leave Application cannot be submitted if the Salary is already processed for the leave period.

Features

Setting Leave Approver

A leave approver is a user who can approve an leave application for an employee. Leave Approvers for each department can be configured in the Department master.

Department Level: Leave Approvers for each department can be configured in the Department master. Multiple Leave Approvers can be set in a Department. The first Leave Approver in the list will be considered as the default Leave Approver.



When an Employee belonging to a particular department applies for leave, the Leave Approvers set in that Employee's department master will be considered as his Leave Approvers.

Employee Level: Leave Approvers can also be set Employee-wise in the employee master.



If Leave Approvers are set at both Employee-level and Department-level, the Employee-level Leave Approver will be considered as the default Leave Approver in this case.

Tip : If you want all users to create their own Leave Applications, you can set their “Employee ID” as a match rule in the Leave Application Permission settings. See the earlier discussion on Setting Up Permissions for more info.

Notes:

Leave Application period must be within a single Leave Allocation period. In case, you are applying for leave across leave allocation period, you have to create two Leave Application records.
Application period must be in the latest Allocation period.
Employee can't apply for leave on the dates which are added in the Leave Block List.
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