Accessing the Leaves Section #
- Click the SETUP menu item.
- Click the Human Resources menu item.
- Click the Leaves menu item.
Adding a Leave #
Adding a Leave Manually #
NOTE:
All fields marked with an asterisk * are mandatory to fill.
- Click the + button.
- Fill in the required info.
- Click Save to confirm.
Adding Leaves in Bulk #
NOTE:
Please use this option to add many Leaves at the same time. Once the import has been successful, you will be notified by email.
- Click the Import button.
- Click Add from the dropdown.
- Download the import template.
- Fill in the required info on the excel template.
- Click the Browse button, locate and select the updated template sheet.
- Click the Add button and confirm the popup.
Editing a Leave #
NOTE:
Please use this option if you are only modifying a few Leaves. If you would like to modify many Leaves please refer to the Editing Leaves in Bulk section.
- Click the Edit icon to be taken to the Leaves details page.
- Complete the required edits.
- Click Save to confirm.
Deleting a Leave #
WARNING:
You cannot restore a Leave once deleted. Use with caution.
- Click the Delete icon.
- Confirm the popup.
Editing/Deleting Leaves in Bulk #
NOTE:
Please use this option to modify many Leaves at the same time. Once the import has been successful, you will be notified by email.
WARNING:
You cannot restore a Leave once deleted. Use with caution.
You can delete Leaves in bulk using the same method of updating. The last column in the Excel template is Delete. If you would like to delete the Leave, change the value per Leave to Yes.
- Click the Import button.
- Click Update from the dropdown.
- Download the import template.
- Edit the required info on the excel template.
- Click the Browse button, locate and select the updated template sheet.
- Click the Update button and confirm the popup.
Field Descriptions #
Field Name | Field Description |
|---|---|
User | The user that is applying for the leave. |
Type | The leave type. |
From & To Date | The from & to date of the leave. |
Image | The ability to upload an image to a leave, such as a doctor's note for sick leaves. |
