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
Effective leave management keeps records accurate, supports workforce planning, and ensures consistent policy application. The Leave Management module simplifies administration, entitlement setup, requests, transactions, and balance tracking within 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.
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.
 

Purpose of Leave Management
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.
 

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.