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Request leave

Record a leave request for an employee with the dates, leave type and reason.

A leave request records the days an employee will be away and why. It starts as Pending until it is approved.

note

Who can do this: HR staff or the employee · Where: Human Resource › Employee Masters › Employee Leave Request

Before you start​

Record a leave request​

  1. Open Human Resource › Employee Masters › Employee Leave Request. The list shows earlier requests with their dates, type, reason and Leave Status. The Employee Leave Request list

  2. Click Add. The request form opens. The empty Employee Leave Request form

  3. Fill in the fields:

    FieldWhat to enterRequired
    Employee NameStart typing and choose the employee.Yes
    Leave Start DateThe first day of leave.Yes
    Leave End DateThe last day of leave.Yes
    Total DaysFilled in for you, counting both the first and last day.—
    Leave TypeThe kind of leave.Yes
    Leave ReasonThe reason.Yes
    Leave StatusStarts as Pending.Yes
    RemarksAnything the approver should know.No
  4. Click Save. The request appears in the list.

tip

After you choose a Leave Type, the form shows the employee's leave count for it, so you can check the balance first.

Troubleshooting​

What you seeWhat it meansWhat to do
Leave Type or Leave Reason is emptyNo leave types or reasons exist yet.Add them in Set up Leave Type and Set up Leave Reason.
A message about the datesThe end date is before the start date.Choose an end date on or after the start date.
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