Leave requests
Apply for, approve, and track staff leave.
Overview
Each employee gets a leave allocation per year — annual, sick, maternity, etc. They request leave; HR/manager approves. Approved leave is reflected in attendance and reporting.
Prerequisites
hr_modulefeature flag- Leave types and balances configured (HR Settings → Leave types)
- An employee record (own or other depending on role)
Steps
Open Leaves. HR → Leaves.
Click "+ New leave request". Self-service: any role on their own. HR/Admin can request on behalf.
Pick leave type. Annual, Sick, Maternity, Paternity, Compassionate, Unpaid.
Pick dates. From-to. System computes working days excluding holidays.
Add reason / handover note. Optional but professional.
Submit. Status PENDING_APPROVAL. Manager and HR Manager get notified.
Manager approves or rejects. With comment. Approved leave updates the employee's balance and reflects on attendance.
Track balance. Each employee can see their current balance per type via HR → My leave.
Cancel approved leave. If plans change, employee or HR can cancel. Balance restored if cancelled before leave start.
Expected outcome
- A LeaveRequest entry per request
- Balance decrement on approval, restore on cancel-before-start
- Attendance reflects approved leave (not marked absent)
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Leave types missing | Not configured | HR Settings → Leave types |
| Balance shows 0 | Year reset or new employee | Re-allocate via HR → Allocations |
| Approval bottleneck | Manager away | HR Manager fallback approval |
| Working days miscount | Holidays not configured | HR Settings → Holidays |
| Want partial-day leave | Half-day option in form | Tick half-day flag |