Leave Management Module

Step 1: Masters of Leave Management

Within the Leave Management module, navigate to the Masters sub-module as shwon images . Leave Setup

Step 2: Accessing Leave Setup in Leave Management

Navigate to Masters > Leave Setup as shown below.
Leave Setup

Step 3: Adding a New Leave Type

Click on the Add Leave Type button on the top-left corner to create a new leave type.
Add Leave Type

Step 4: Entering Leave Type Details

Fill in details:
- Leave Type Name
- Attachment Requirement
- Carry Forward or Lapse
- Min/Max leave to apply
- Leave Based On, Appointment Status, etc.
Leave Type Details

Step 5: Configuring Advanced Settings and Approvals

  • Configure Sandwich rules, Backdated leave
  • Set Approvals: Approval 1, WhatsApp, Notification, Final Approval
  • Click Save
  • Success message: "Record Saved Successfully"
    Advanced Settings

Step 6: Accessing Add Leave Opening Balance

Click on Add Leave Opening Balance from the side menu.
Add Leave Opening Balance

Step 7: Importing Leave Opening Balances via Excel

Click Import to upload bulk leave balances using Excel.
Import Excel

Step 8: Uploading Leave Opening Balance Using Excel

  • Click Download Sample
  • Fill Excel
  • Click Choose File, select file
  • Set Opening Balance Date and click Upload
    Upload File

Step 9: Verifying Uploaded Leave Opening Balance Data

  • Select Leave Opening Year
  • Click Filter
  • Data will display below
    Verify Upload Verify Upload

Step 10: Adding Weekly Off Holiday

Navigate to Add Weekoff Holiday
Click Add Weekly Holiday on the top-left
Add Weekly Off Add Weekly Off

Step 11: Entering Weekly Off Holiday Details

Select Holiday Day, set Status as Active or Inactive
Weekly Off Form

Next, click on View Weekly Holiday to see the list of weekly off holidays you’ve configured. View Weekly Off

Step 12: Weekly Off Holiday Overview

Screen shows list of all configured weekly offs
Weekly Off Overview

Step 13: Viewing Configured Weekly Off Holidays

To set up alternate Saturday offs, go to theLeave Management module and select the Add Alternative Saturday Off sub-module. View Weekly Off

Step 14: Configuring Alternative Saturday Off

Navigate to Alternative Saturday Off
Alt Saturday Alt Saturday

Step 15: Entering Alternative Saturday Off Details

Select destination(drop-downlist) and holiday date(drop-downlist)
Alt Saturday Form

Step 16: Viewing Alternative Saturday Off List

Screen shows the list of configured alternative Saturdays
Alt Saturday View

Step 17: Creating a New Holiday

Click Create Holiday from the side menu
Then click on Create Holiday button on top-left
Create Holiday

Step 18: Entering Public Holiday Details

Fill in:
- Holiday Name
- Department
- From Date / To Date
- Comments
Click Save → "Record Saved Successfully"
Holiday Details

Step 19: Leave Management – Getting Started

Go to the Leave Management module
Leave Management

Step 20: Apply Leave

Click on Apply Leave from the side menu
Apply Leave

Step 21: Initiate Leave Application

Click Apply for Leave button (top-left)
Leave Application

Step 22: Fill Leave Application Details

Fill:
- Leave Type, From-To Date
- Half/Full Day
- Reason
Click Send Application → "Record saved successfully"
Leave Form

Step 23: Approve/Reject Leave

Pending leaves can be acted upon in View Leave Details
Approve Reject

Step 24: Leave Requests View

Click View Leave Details for pending requests
Click Actions
Leave Request View

Step 25: Leave Approval Confirmation

Click Approve → "Leave approved successfully"
Leave Approved

Step 26: Reject Pending Leave Requests

Click Reject → "Leave rejected"
Leave Rejected

Step 27: Master Leave Apply

Used for backdated/manual adjustments
Click Master Leave Apply
Master Apply

Step 28: Fill Master Leave Apply Form

Fill Staff(select from drop-downlist), Leave Type(select from drop-downlist), From-To Date, Reason
Click Send Application
Master Form

Step 29: Approving Master Leave

Go to Master Leave Approve/Reject
Master Approval

Step 30: Take Action on Master Leave

Click View Leave Details → Approve/Reject
Master Actions

Step 31: Approving from Master Leave Screen

Click Approve → "Leave Approved"
Master Approved

Step 32: Rejecting from Master Leave Screen

Click Reject → "Leave Rejected"
Master Rejected

Step 33: Viewing Leave History & Approval Status

Click Leave History in Action column
Pop-up shows approval flow and status
Leave History

Step 34: My Leave Report

Go to Leave Management > Leave Reports > My Leave Report from the side menu.

The My Leave Report displays leave records for the selected employee. You can use this report to view applied leaves, approval status, duration, purpose, and leave balance-related details.

To generate the report:

  • Select Staff Name
  • Select Status
  • Select From Date
  • Select To Date
  • Click the Filter button

After filtering, the system displays leave details such as:

  • Leave Type
  • Applied Date
  • Duration
  • Approved By
  • Approved Date
  • Rejected By
  • Rejected Date
  • Purpose
  • Number of Days
  • Status

You can also export the report using the PDF or Excel buttons.

My Leave Report

Step 35: Daily Leave Report

Go to Leave Management > Leave Reports > Daily Leave Report from the side menu.

The Daily Leave Report displays leave records for a selected date. This report is useful to check employees who are on leave for a particular day.

To generate the report:

  • Select the Date
  • Select Department
  • Select Designation
  • Select Pay Sheet Name
  • Click the Filter button

You can click Reset to clear the selected filters and reload the default report.

After filtering, the system displays details such as:

  • HOD/Incharge Name
  • Staff Name
  • Department
  • Designation
  • Pay Sheet Name
  • Leave Type
  • Applied Date
  • Duration
  • Approved By
  • Approved Date
  • Rejected By
  • Rejected Date

You can also click Export CSV to download the daily leave report.

Daily Leave Report

Step 36: Leave Summary Report

Go to Leave Management > Leave Reports > Leave Summary Report from the side menu.

The Leave Summary Report displays employee leave request details within a selected date range. This report helps management review leave applications by department, staff, and approval status.

To generate the report:

  • Select Department
  • Select Staff Name
  • Select Status
  • Select From Date
  • Select To Date
  • Click the Filter button

After filtering, the system displays leave details such as:

  • Staff Name
  • Leave Type
  • Applied Date
  • Duration
  • Approved By
  • Approved Date
  • Rejected By
  • Rejected Date
  • Purpose
  • Remark
  • Number of Days
  • Leave Format
  • Status

You can also export the report using the PDF or Excel buttons.

Leave Summary Report

Step 37: Summary Report

Go to Leave Management > Leave Reports > Summary Report from the side menu.

The Summary Report displays a summary of leave taken and current balance for the selected staff member.

To generate the report:

  • Select Staff Name
  • Select From Date
  • Select To Date
  • Click the Filter button

After filtering, the system displays leave summary details such as:

  • Leave Type
  • Leaves Taken
  • Current Balance

This report helps quickly review how many leaves the employee has consumed and how many leaves are still available.

Summary Report

Step 38: Opening Balance Report

Go to Leave Management > Leave Reports > Opening Balance Report from the side menu.

The Opening Balance Report displays leave opening balance, consumed leave, and current balance for employees based on the selected leave opening year and filters.

To generate the report:

  • Select Department
  • Select Designation
  • Select Pay Sheet Name
  • Select Staff Name
  • Select Leave Opening Year
  • Select Status
  • Click the Filter button

After filtering, the system displays leave balance details employee-wise, including:

  • Staff Name
  • Department
  • Designation
  • Pay Sheet Name
  • Opening Balance
  • Consumed Leave
  • Current Balance

The report shows these details separately for leave types such as:

  • Earn Leave
  • Casual Leave
  • Sick Leave
  • Academic Leave

You can also export the report using the PDF or Excel buttons.

Opening Balance Report