# Leave Management

Simplify leave processes with tools for requesting, approving, and tracking leave. This feature ensures compliance and transparency while maintaining productivity.

# Chapter 1: Introduction to Leave Management

Discover the purpose of the **Leave Management** module, its key capabilities and how it streamlines leave administration for employees, managers and HR teams.

# Overview of Leave Management

[![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)

Effective leave management keeps records accurate, supports workforce planning, and ensures consistent policy application. <span style="font-size: 14px;">The </span>**Leave Management**<span style="font-size: 14px;"> module simplifies administration, entitlement setup, requests, transactions, and balance tracking w</span>ithin a structured framework.

The module lets administrators set **leave rules** to meet organisational requirements, including how leave accrues, carries over between cycles, and is deducted when taken. These settings define the entitlements and rules for employees in the relevant **leave groups**.

The module provides **employees, managers,** and **administrators** with tools to manage the following:

- **Leave requests:** Submit, review, and manage requests for time away from work.
- **Leave approvals:** Apply configured approval workflows to leave requests.
- **Leave balances:** View available leave entitlements and changes affecting an employee’s balance.
- **Leave configuration:** Define leave types, accrual rules, leave groups, and related settings.
- **Leave processing:** Process leave records, accruals, and adjustments according to the configured rules.
- **Leave records and history:** Maintain records of leave requests and transactions affecting employee leave balances.

**[![Leave Roles of admin, managers, and employees.png](https://signature.signifyhr.co.za/uploads/images/gallery/2026-10/scaled-1680-/MJ3B0MuLoM3KX1AB-leave-roles-of-admin-managers-and-employees.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2026-10/MJ3B0MuLoM3KX1AB-leave-roles-of-admin-managers-and-employees.png)**

This chapter provides an overview of the **Leave Management** module, highlighting its **key features**, **purpose,** and **role** in the broader human resources environment. Understanding the module’s core functionality helps users manage leave processes consistently, maintain accurate records, and apply configured leave rules effectively.

[![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)

# Purpose of Leave Management

[![Signify Header.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/emW3hfMrZ1yIDMUv-signify-header.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/emW3hfMrZ1yIDMUv-signify-header.png)

The **Leave Management** module helps make leave administration simpler by managing the processes and guidelines that support employee time off.

The module enables organisations to:

- Define and manage leave types and entitlements.
- Calculate leave accruals according to configured rules and employee work schedules.
- Allow employees to submit leave requests and monitor their leave balances.
- Enable managers to review and action requests according to configured approval workflows.
- Apply rules for negative balances, carry-over, and leave forfeiture.
- Maintain leave records, adjustments, accruals and historical transactions.
- Manage public holiday calendars for different locations.
- Provide administrators with tools to manage individual employee leave configurations.

[![Signify Footer.png](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/scaled-1680-/ZOt8yZwhbiGx2d6U-signify-footer.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2025-02/ZOt8yZwhbiGx2d6U-signify-footer.png)

# Key features of Leave Management

# Chapter 2: Roles and Permissions

Understand the responsibilities and permissions of employees, managers and administrators, and how their roles work together to support an effective leave management process.

# Chapter 3: Setup and Configuration of Leave Management

Learn how to configure leave groups, leave types, accrual rules, carry-over policies, work schedules and approval workflows to align the module with your organisation’s leave policies and requirements.

# Chapter 4: Using the Leave Management module

Learn how to view leave balances, submit and manage leave requests, approve or reject requests, and navigate the everyday workflows available to employees and managers.

# Chapter 5: FAQs

Find answers to common and complex questions about using, managing and configuring **Leave Management**, with practical guidance to help resolve issues and troubleshoot unexpected behaviour.

# Chapter 6: Glossary

Explore definitions of key terms used throughout the guide to build a clear understanding of leave management concepts, system functionality and configuration terminology.