How to Enter a Leave Request
Begin by clicking on the ‘Leaves’ app in the HR Cloud.
Figure 1: Leaves App
There are two ways to initiate entering leaves.
One is by clicking the ‘New’ button the other is simply by selecting the date range from the calendar view. Both of these options will open the ‘New’ leave entry screen. The only difference between the two is the dates being preselected in the latter option.
Figure 2: New Request
Select the Leave type from the drop-down box.
The amount of allocated days of leave remaining are stated in brackets next to their respective leave type.
Figure 3: Leave type selection
The duration of the leave is calculated automatically depending on the dates selected, considering whether there are non-working days such as weekends and public holidays. If there are non-working days, they are also deducted from the total duration. The same calculation also applies for the ‘Return date’ field and automatically displays the date of return to work.
Figure 4: Leave date range
There is also the option to select half day leaves which are divided as morning and afternoon.
Figure 5: Half-day leave options
Once the necessary fields have been completed, click the ‘Save’ button to save your progress.
Figure 6: Save
The ‘chatter’ on the right-hand side of the screen now displays information about the leave request and the steps that have been taken so far and the latest status it is at.
Then click ‘Confirm’ which will send a notification to management for approval.
Notice the status bar showing ‘To submit’ prior to clicking the ‘Confirm’ button.
Figure 7: Confirm request
Once ‘Confirmed’ the leave request is then sent to the requesting employee’s manager for approval. An activity will be planned, and a notification will be sent to their inbox.
Figure 8: Status bar and chatter information
The manager will receive a notification in their inbox, where they will be able to click on the colored section which will take the directly to the record.
Figure 9: Manager notified about planned activity
At the related record, the manager can then Approve, Refuse or Cancel the request using the buttons at the top of the screen.
Figure 10: Approval
Once the manager approves the leave request, a notification will be sent to the requesting employee.
Figure 11: Employee notified about approval status
When they click on the clickable section of the notification, they will be taken to the leave request record. The status of the request has now changed to ‘Approved’.
At the chatter on the right-hand side of the of the screen, all the steps and the approving manager are listed.
Figure 12: Leave request approved and completed
Congratulations! You have just created an Employee Leave Request.