The guides will show you how to fully configure and utilize the Leave module. 

Leave Configuration Guide

Introduction

The Leave module is designed to ease the leave management of your company. This setup guide will show you how to setup the Leave module while a separate guide will show you how to administer the leave system as an administrator.

Configuration

COMPANY POLICY

Setup Company Work Week

You will need to define the working weeks of your company. This is important as this will be used by the system to calculate the proration of leaves, as well as determine when the staff can take leave. 

Step 1: Click on .

Step 2: Click on .

Step 3: Click on . You should see this screen:

Step 4: You can configure the working week/s according to your company’s requirements. 

Step 5: If you have more than 1 working week, you can click on and set accordingly. 

You can also change the name of the work week by clicking the name and click on the blue check icon to save it.

You can define up to 10 different working weeks.

ANNUAL LEAVE POLICY

Annual Leave Policy Setup

Leave Accrual – This is where you can indicate how the staff leaves are being accrued. There are 5 options - Daily, Monthly, Calendar Year, Financial Year or Employee Anniversary.

NOTE: If either Daily or Monthly is selected, the next section - Policy for New Employees will not be displayed.

Leave Calculation Based on – This is to indicate how the yearly entitlement will be based on, whether by Calendar Years (Beginning of the Calendar Year, 01 Jan) or Years of Service (Anniversary Date).

Policy for New Employees

When accrual policy is set to full year entitlement (Calendar Year or Financial Year), this is how the Leave system will handle the proration of the leave balance of new hires.

NOTE: Same proration setting will be followed for resigned staff. 

Completed Month - only the completed months will be counted for proration

Full month entitlement if join date is before or on 15th of the month - if join date is 1st-15th of the month, user will get FULL month entitlement. If join date is 16^th onwards, NO entitlement for the month.

Full entitlement only if join date is before or on 15th of the month. Half month entitlement if join date is after 15th of the month - if join date is 1st-15th of the month, user will get FULL month entitlement. if join date is 16^th onwards, user will get HALF month's entitlement

Annual Leave Setting

Put a tick if you allow your staff to take Annual Leave for more than what their current leave balance at the time of the leave submission. 

Put a tick on this setting if you require your staff to submit their leave application day/s ahead of time. Indicate the minimum number of day/s they need to submit prior to the leave day/s.

If you allow attachment or would require it to be mandatory, you can tick this option:

Annual Leave is applicable

Set the minimum period of employment before staff can take Annual leave. 

Annual Leave Notifications

Put a tick if you wish to receive an email notification for every annual leave approved.

EMPLOYEE LEAVE POLICY

Staff policy allows you to set staff-related policies such as the probationary period and other leave-related policies. This will provide you with a detailed explanation of each of the functions in this section. Employee Leave Settings

Put a tick on whichever option is applicable, following your policies. 

1. Whether the staff can take Other Leave types, if they apply more than what their current leave balance.

2. Whether the staff can apply two different leave types(overlap) on the same day. If set to No, staff will still be able to take half-day of different leaves as long as the timing of the leave does not coincide.

3. Whether the staff can change the days applied field.

4. Whether the system will deduct one day if the staff takes a leave on a half-day working day (based on assigned Work Week).

Leave Cancellation

Set the leave cancellation policy for the staff

1. All leave cancellations are allowed. This option would allow the staff to cancel their leaves regardless of the status. If leave has already been approved, cancellation will go through another approval by the AO. 
2. Leave cancellation is allowed ONLY if cancellation is done prior to the leave date. e.g. I have filed a leave for Friday, I can cancel the leave until Thursday, 11:59 pm.
3. Users are NOT allowed to cancel the leave. The staff will not have an option to cancel the leave at all. If they wish to, they will need to go through the Leave Administrator or their RO/AO (if given the rights) to cancel the leave.

LEAVE APPROVAL POLICY

In Leave, we can define how employees’ leaves are to be approved by the appropriate approving officer/s. This section is where you can set your company's approval flow.

Indicate whether you require a Recommending Officer (if you follow a 2-level approval). When applicable, a Recommending Officer is the first approver, the one that recommends the leave, and not the final approving officer.

Assigning Recommending Officers (RO) and the Approving Officers (AO)

Select one option on how the RO/AO are to be assigned in the company.

1. This will allow the users to select their own Recommending and Approving officers from anyone in the company.

2. This will allow the users to select their own Recommending officer, anyone from the company. The Approving Officers however, are pre-defined. The Leave Admin will need to select the AOs beforehand.

3. This is a pre-defined RO/AO option, Leave Admin will need to select whoever will need to be ROs and/or AOs.

4. This will allow the Leave Admin to assign specific Recommending and Approving Officers on an employee level. 

Recommending Officers (RO) and Approving Officers (AO) Settings

Put a tick beside each option that you would like to enable for your system.

1. Whether to allow the AO/RO to view staff leave details

2. Whether the AO/RO can take leave on behalf of the staff. Note that when a block leave is invoked by the AO/RO, the approval progress is no longer required.

3. Whether the AO/RO can cancel leave on behalf of staff

4. If you allow the AO/RO to approve the leave application through email instead of having to login to their Justlogin accounts

OTHER POLICIES

Leave Calendars

Other Policies allows administrators to decide on policies such as whether the staff can see each other’s calendars, the use of external calendar as well as the rounding policies.

Put a tick whether you allow the staff to see the leave application details of their colleagues. Normally, we will not set this to Yes as they will see the leave entitlement of others.

The leave system can pipe the approved leave to either Google Calendar or Outlook calendar if you wish the system to do so. To do that, enter the email address of the calendar as shown below

Leave Calendar Sharing Policy

Select the calendar sharing options.

The first option is that everyone in the company can see their colleagues and their own calendars. The second calendar is limiting to only people within the same department can see each other calendars. The third option limits the user to see their own calendars only.

Round Up Leave Balance Display

Select the rounding policy for your company. The rounding policy is to help round up the leave balances which makes it easier to see as opposed to the leave in long decimal formats. 

If ticked, the system will not apply the rounding policy to other leave types such as Marriage/Maternity/Compassionate

Leave Email Notifications

Put a tick beside each option that you would like to enable for your system.

1. Whether the Leave Administrator shall receive an email if the leave information of the user such as Entitlement or Balances has changed

2. If you want the employees to receive an email notification every time there is an adjustment made for them manually

3. Set the number of days the AO/RO will receive reminders of pending leave approvals that they have yet to approve. Note that the system will 1 reminder per day per applicant.

ADVANCED SETTINGS

This section will show new features on the Leave Module that you can enable. To know more about Advanced settings, please go through the details below

Hourly Leave

Put a tick if you allow employees to apply for leave in hours – this will allow your staff to apply for a leave based on hours, instead of days only. If this is enabled, please indicate the number of hours that is equivalent to one working day

Off-In-Lieu

Enable Off-in-Lieu Request – this will allow the staff to request for any OT rendered to be converted into a leave type. This works independently from the Attendance module. You can indicate an auto-expiry for such requests and a notification whenever the leave expires to be sent

Adjustment

Enable Adjustment with Expiry – this function will allow the administrator to credit leaves with expiry to the staff via adjustment.

Overtime Leave

Overtime leave will Expire ___ month(s) after approval – this option is integrated with the Attendance module. If enabled and staff requests for their OT to be converted into a leave type on the Attendance module, the Leave system will automatically set an expiry date for such requests.

Employee on Leave Email Settings

Put a tick on this option if you want to send daily reminder who are the employees on leave.

AND NOTE: For any changes to the configuration, please do not forget to click on

Leave Types

The Leave Module allows you to create and set up your own leave types based on your company's requirements.

The steps to set up the leave type are:

Step 1: Click on

Step 2: Click on

Step 3: Click on tab at the top. You should see a page like below.

System Leave Types Settings

Step 4:  Click on link at the top right of the page.

NOTE: This is mandatory for companies that are operating within Singapore. Not needed for companies that are not operating in Singapore as the settings are leave types that companies in Singapore must comply to

Step 5: The following dialogue box will appear. Check on all the options.

For Sick Leave and Hospitalisation Leave, see guide here - How does Sick Leave and Hospitalization Leave work when it comes to entitlement, opening balance and adjustment? – JustLogin Help Center

Step 6: Click on the button to save the configuration.

Creating New Leave Type

Step 7: To add a new leave type, click on in the lower-left area of the page. A window will appear:

Step 8: Enter the leave type name.

Step 9: Assign a color code for this leave type. The color assigned will be the color that appears on the leave calendar.

Step 10: Set the Leave Entitlement (number of days), days of calculation (calendar days or working days) as well as the type of mode (per annum or per incident)

1. Per annum – staff will have the entitlement days for the whole year
2. Per incident – staff will be able to use the entitlement days for every leave application.

Step 11: (Optional) Enter a description or remarks at the Remark field.

Step 12: The probationary period indicated in this field is based on the Staff Policy setup (pg.3) on probation for other leave types:

Step 13: You can filter the leave type based on gender and marital status in this field.

You may also assign specific employees to it too:

Step 14: (Optional)You can select the relevant options below.

Step 15: Click on the button to save.

 

To Configure the other Leave Types on the Leave Types page:

Step 1: Click on the leave type you would like to configure:

Step 2: You will see the same options as when creating a new leave type.

Step 3: Click on to save the changes.

 

Grades Setup

Leave grades need to be configured as this is where the increments on the leave credits can be indicated. This is used by the system to automatically calculate the entitlements of the staff based on years of service or calendar years.

The steps to configure the Leave Grades are as follows:

Step 1: Click on

Step 2: Click on 

Step 3: Click on tab at the top.

To create a Leave Grade, click on

Step 4: You will see the next page where you will need to complete the fields below:

Step 5: Enter the Leave Grade Name and Entitlement into these fields:

Step 6: Toggle the slider to enable the field where you can indicate the increments.

Step 7: Click on and then indicate the increment based on the number of years after hire and the additional leave that staff will be getting.

If you would like to delete an increment you have created, you can click on the icon

Step 8: On this field, you can assign the Grade you have created to the staff.

Step 9: Click on to save the settings.

RO/AO Admin

This is where Approving Officers (AO) and/or Recommending Officers (RO) can be assigned to the staff. There are four options to choose from and each option is discussed below:

• User can select anyone as RO/AO - this option will allow each of the staff to choose any leave user in the system to be their approving/recommending officer when applying for a leave.

• Predefined AO, anybody can be the RO.

If you only have one or two Approving Officer/s, choose the option of pre-defining AO. The benefit of doing this is for every new user you add to the leave system, they automatically will see and choose from the list of AO that has been created without having you do anything. ROs can be any leave user in the system.

Step 1: Select the Pre-defined AO. 

Step 2: Click on under the Action column.

Step 3: The following window will appear. Select the desired AO by putting a tick beside the name.

Step 4: Click on to save the selection. 

• Predefined AO/RO

If you only have several RO/AO, you may choose the option of pre-defining RO/AO. The benefit of doing this is for every new user you add to the leave system, they automatically will see and chose their Recommending Officer/Approving Officer from the list without having you do anything.

Step 1: Select the third option.

Step 2: To add RO or AO, click on the . Select the desired RO/AO

     

Step 6: Click on to save.

Step 7: To check who are the RO/AO assigned, you can click on the icon.

 

• AO/RO for each user must be selected by Leave Administrator

If your company is large or has many departments with different AO/RO, this option allows you to specify the AO/RO for individual users.

Step 1: Select the last option.

Step 2: Click on the icon on the right-most column and the fields to assign the AO/RO for the staff will be enabled.

Step 3: Click on the button to add the AO and RO for each user.

Step 4: Click on to save the configuration.

Note: You will have to do steps 2-4 for each user

Department Admin

The Dept Admin allows the company to set up different administrators for different departments/groups. Once the staff is assigned as the department administrator, he will be able to administer to the leave for that department. The only thing that the department administrator has no rights to is the configuration tab. 

Hence this is ideal for companies that wish to delegate the leave administration to each department while HR maintains control over the configuration. 

To assign Dept Admin, 

Step 1: Go to 

Step 2: Click on 

Step 3: Click on

Step 4:  Assign the Dept Admin to the respective department by entering the name of the person who will be made the department's leave administrator. You can click on the name from the dropdown options and the system will automatically save your choices.

Leave Users

The Leave Users tab allows the leave administrator to check who had been assigned to the leave module.

Step 1: Go to

Step 2: Click on 

Step 3: Click on and you will see this page.

Those users with the tick in the checkbox are those who have Leave modules enabled for them. Those without would not be able to use the Leave module. Put a tick in the checkbox if you want to assign the staff as a user of the Leave module. 

Step 4: Please do not forget to click on the button to save the changes.

 

Leave Administrator Guide

Introduction

The Leave module is designed to ease the leave management of your company. This setup guide will show you how to setup the Leave module while a separate guide will show you how to administer to the leave as an administrator. 

 

Administration 

Block Leave

Leave Administrator can make use of block leave to apply for a leave on behalf of the entire company, department, or individual staff.  Block leave will bypass the approval process and will do the required deduction accordingly.

The steps to doing a block leave are:

Step 1: Click on

Step 2: Click on

Step 3: Click on tab at the top.

Step 4: Select whom you wish the leave you wish to apply for at

Step 5: Select the leave type for the block leave, if the Leave type is not found here check this article.

Step 6: Enter the date range for the block leave.

Step 7: (Optional) You can use the CC List field to choose the names of whom you would like to be informed about the block leave that the staff is taking. NOTE: Block leaves are automatically approved and do not go through the normal approval process.

Step 8: (Optional) Enter remarks. Remarks input here can help to remind you why you are applying for leave on behalf of the staff.

Step 9: Choose the name/s of the staff you are doing a block leave for by putting a tick beside their names.

Step 11: Click on to apply the Block Leave.

Entitlement & Details

The Entitlement & Details page allows you to set the entitlement and details such as the workweek of the staff. 

Note that this page does not show you the leave balance of the staff. For that, you need to use the Leave Balance Report.

 

The steps to using this page are:

Step 1: Click on

Step 2: Click on

Step 3: Click on

The following page display of the opening balance depends on the configuration. For the Annual leave, If you set it to earned leave, you will see 0 at the Opening Balance. If you had chosen entitlement, you will see the entitlement that is full amount or the prorated amount in the Opening Balance.

Please Take note - Accounts created from 20 June 2022 onwards, Opening Balance will be zero regardless of their Annual Leave Entitlement Policy.

Step 4: If you configure your leave to have grades, you can select the job grades of each of the staff so that the correct entitlement will be allocated for them. 

Step 5: If the staff needs to work on Public Holiday, you need to click on the Working on PH column. This would allow the staff to take leave even if is Public Holiday. By default, staff cannot take leave on Public Holiday.

Step 6: Click on  to save changes.

Quick Tip: If the leave balance report you generated has incorrect balances, you can check the Entitlement and Details page for any discrepancies. Check out the sample scenarios below:

Sample 1: After doing a Leave Balance Transfer with a set expiry date, you generate a leave balance report for Annual (Brought Forward) Leave type and you see inconsistencies in the report, you can follow the steps below:

Step 1: On the Entitlement and Details page, filter leave type to Annual (Brought Forward)

Step 2: Look for the name of the concerned staff and click on the (pencil icon) under the Action column. This will bring you to another page that will display more details about the staff's Annual (Brought Forward) leave type: 

Step 3: From here, you can modify the opening balance of the staff as necessary, and don't forget to click on the button on the lower right corner once done to save the changes. 

 

Sample 2: After doing a Leave Balance Transfer with no expiry date set, you generate a leave balance report for Annual Leave type and you see inconsistencies in the report, you can follow the steps below:

Step 1: On the Entitlement and Details page, filter leave type to Annual.

Step 2: Look for the name of the concerned staff and click on the (pencil icon) under the Action column. This will bring you to another page that will display more details about the staff's Annual leave type: 

Step 3: From here, you can modify the opening balance of the staff as necessary, and don't forget to click on the button on the lower right corner once done to save the changes. 

Leave Action

Leave Cancellation

As a leave administrator, you can cancel the leave of the staff by following these steps:

Step 1: Click on

Step 2: Click on

Step 3: Click on . You will see this page.

Step 4: By default, you will see the page.

Step 5: Select the staff you wish to cancel the leave by ticking on the checkbox at the row of the name.

Step 6: Click on the button below. The following message will appear.

Step 7: Click on to proceed with the cancellation of leave.

Process Documents

Note: This page is for hardcopy received by the Administrator. If a soft copy will suffice need to make changes in the Leave type page see Creating New Leave Type Step#14 "requires submission of hardcopy documents" no need to enable it

Step 1: Click on

Step 2: Click on

Step 3: Click on . You will see this page.

Step 4: Click on  

Step 5: (Optional) You can filter the documents through the different filters such as documents, leave types, grades and range of date.

Step 6: Click on

Step 7: The system will generate the list based on your search parameter. If the checkbox is empty, it meant that the hard copy of the document for this leave has yet to be received while a checkbox with a tick represents that the administrator had received the document.

Step 8: When the administrator receives the hard copy document, the administrator can check the checkbox and click on the button. 

By clicking on this, the staff will no longer receive the reminder from the system. 

Adjustments

Adjustments 

You can easily credit leaves to your staff by using the Adjustment feature on the Leave module. This can be used when the Public Holiday falls on a weekend or if staff worked on a Public Holiday 

Steps

Step 1: Click on

Step 2: Click on

Step 3:  Click on This should bring you to the page.

Step 4: Select leave type you wish to add / deduct at

Step 5: Set the number of days you wish to credit /debit in the field at

Step 6: The effective date will always be set to the current date and the expiry date to the end of year. This means the credited leave can be used by the staff before the set expiry date. 

Step 7: On please make sure it is set to Credit or Debit accordingly.

Step 8: (Recommended) Enter a remark about why you did the adjustment. This will help to remind you why you are crediting the leave type/days to the staff. Any remark input here can also be seen by the staff on their end.

Step 9: Select the employee/s you wish to do an adjustment for

Step 10: Click on

Step 11: Once done, you should see this message prompting you to confirm the adjustment.

Step 12: Click on  

Step 13: Once the leave has been adjusted, the following message will appear.

 

View Adjustment History

This page will display all the adjustments that the leave administrator has done for the staff within the year indicated. This can be filtered based on leave types or adjustment year.

Transfer Leave Balance

The system performs an automatic Annual Leave balance transfer every 31st of December (for Calendar Year policy). Before the end of the year, the Leave Administrator will need to setup the necessary parameters for system to use based on the company's policies.

Note:

- If you follow Financial Year policy, the balances will be transferred at the end of the Financial Year

- If you follow Employee Anniversary policy, the balances will be transferred at the anniversary date of the employee

- For new customers whose policy does not require leave balance transfer, just skip the configuration step

Steps

Step 1: Log in to your account.

Step 2: From the main menu, go to then .

Step 3: Click the tab at the top.

Transfer Settings

Automatic Balance Transfer Settings for Annual Leaves

Leave Type – should reflect the account’s leave accrual policy from the Leave Configuration

Transfer Date – by end of the year(Calendar Year/Financial Year/Employee Anniversary based on company policy)

Step 4: Click the View Configuration link to set and edit the settings.

Step 5: Set the number of Annual Leave days you allow to be transferred to the next year.

Option 1: All leave balance from previous year - the system will transfer any remaining leave balance from the current year over to the following year.

Option 2: By annual leave entitlement days – the setting can be set by entitlements. Click on the ‘edit conditions’ link to set the policy, and a pop-up window will appear.

e.g. For employees with 12 days entitlement, up to 5 days can be transferred. For those with 15, up of 6 days. For those with 20 days entitlements, they can transfer up to a maximum of 7 days.

Option 3 – Set max days of previous year's leave balance - the admin can set a specific number of days that can be transferred to the following year.

e.g. Only allow a maximum of 5 days of this year’s balance to be transferred to the next year

Option 4 – Set max percentage of previous year's leave entitlement - the system will only transfer a certain percentage of previous year’s entitlement. 

e.g. If employee has 12 days entitlement for 2022, only 50% or 6 days will be transferred to 2023.

Step 6: If options 2, 3, or 4 above is selected, an additional setting for forfeited leaves will show up. This will allow the employees to still use any remaining leaves until the next year, on top of the set number of transferred leaves. If no expiry is set, any remaining balance will be forfeited on the transfer date. 

Step 6: Set the expiration date of the transferred leave, if applicable.

No Expiry – transferred leave balance will not expire

Set an expiry date for transferred leave balance – set a specific date on when the transferred leave(s) will expire 

Step 7: If adding an expiry, click the calendar to select the date.

Step 8: Don’t forget to click .

Manual Balance Transfer Settings for All Leaves

When applicable, you may still choose to do a manual leave transfer before or after 31 Dec. An auto transfer will be done for Annual Leave, but for all other leaves, transfer will need to be manually initiated.

Same Configuration Settings as above(steps 5-8). The only difference in the Manual Balance Transfer settings is the option to select the leave type you wish to transfer to the following year.

Step 1: Select the Leave Type you want to transfer to the next year.

Step 2: Set the number of leave days you allow to be transferred.

Step 3: Set the expiry date, if applicable. Otherwise, select No Expiry.

Step 4: Click the button to initiate the actual transfer.

A pop-up message will show to confirm action.

Transfer History

This page will show all leave balance transfers that were done on the account.

1. Transaction Date – when the leave transfer was done

2. Transfer By – who initiated the leave transfer

3. Leave Type – the type of leave that was transferred

4. Transfer Type – whether it’s Auto Transfer or Manual Transfer

5. Transfer Status – the status of the transfer

6. Action – view the transfer details

Transfer Status

• Pending – settings have been saved, actual transfer is pending
• Completed with a warning sign – transfer is done but with error/s
• Completed – transfer has been done 

After the Leave Transfer:

- the transferred leave will reflect under 'Balance from previous year' in the leave summary and reports

- if 'No Expiry' is set, the transferred leave will be added to the next year's opening balance 

- if expiration date has been added, the transferred leave will reflect under Adjustments

Process Resignation

The Process Resignation is useful especially if you are using earned leave to help you project the leave balance of a staff who is intending to resign. 

Note: This is only a view page and does not have impact to the reports pages and Staff side viewing of his/her own balance

 

The Process Resignation steps are:

Step 1: Click on

Step 2: Click on

Step 3: Click on

Step 4: Click on Select Employee

Step 5: Enter the Cessation Date

Step 6: Put a tick in the box under the column if you would like system to auto deactivate after last day.

Step 7: Click on

 

Child Details

If the staff are entitled to any childcare related leave types such as Enhanced and Extended childcare leave, you need to enter the child information in the system.

To enter the child details, follow these steps:

Step 1: Click on

Step 2: Click on

Step 3: Click on tab at the top.

Step 4: Select Employee by clicking on

Step 5: Enter the youngest child's name. 

Step 6: Enter the Birth Date. Once the Birth Date of the child is entered, the Leave Start Year column will automatically be populated based on the Birth Date column or you can also input 1 year after the Year of Birth of the child.

Step 7: Indicate whether the child is a Singaporean. If the child is a Singaporean, put a tick at the Pro-family leave column. If the child is non-Singaporean, please leave it unticked.

NOTES:

1. For Maternity leave type, no child details are necessary as this leave is available to all female staff as a default
2. For Extended Maternity*, child details are needed to be input in order for this leave type to be available on the staff's end. Kindly ensure that you put a tick on "Pro-Family Leave" column as well.

 Approval

Pending Actions

Anyone that is being appointed as the Recommending Officer or Approving Officer will have access and see the Approval section on the Leave Dashboard when the staff under them applies for leave.

Step 1: Click on  at Dashboard.

The following page will appear.

Step 3: Click on to view the leave detail as well as any attachments. Click on

to approve the leave or click on the to reject the leave.

Step 4: If click on , you will see the page below:

Step 5: After viewing you can then decide to approve or reject or cancel the leave in this page.

Approval History

The RO and the AO can review all the leaves they had approved or rejected. Depending on the settings of the leave administrator, the RO and AO can through this page cancel the leave of the staff as well.

Step 1: Click on at Dashboard.

Step 2: Click on You should see this page.

Step 3: (optional) You can filter the leave according to leave type and/or employees.

Step 4: Click on the at the Actions column to view the leave details.

Step 5: Click on to get back to the previous page.

My Staff Leave Summary

This page allows the RO/AO to view the leave balance of the staff they are in charge of.

To see this page, follow these steps:

Step 1: Click on  at Dashboard.

Step 2: Click on

Step 3: You can filter the leave according to the Leave Type.

Delegation

The RO/AO will have the ability to delegate the approving process to another staff if they are going on leave for a certain period of time.

To do that, follow these steps:

Step 1: Click on

Step 2: Click on from the Dashboard. 

Step 3: Click on

Step 4: Select the staff you wish to delegate the approving rights to at

Step 5: Select the duration of the delegation.

Step 6: Click on the button to save. 

Step 7: You can cancel the delegation before the stipulated end date by clicking on the Icon.

Reports  

Leave Query

Using the leave query, you can do a query on who will be on leave for a particular date range.

The steps are:

Step 1: Click on

Step 2: Click on . The default page that you should see will be the Leave Query page.

Step 3: (Optional) You can query by the leave types

Step 4: (Optional) You can also filter by . Click on the scroll down arrow you can filter by

Step 5: (Optional) Another filter you can use to sort the data is the. Click on the down arrow and you will see the following option for this. 

Step 6: Enter the date you wish to query at  

Step 7: (Optional) You can also filter by 

Step 8: (Optional) You may query the leave of a specific employee by clicking and select the employee at the employee field.

Step 9: (Optional) Apart from all these filters, you can also set how you wish to sort the query results by selecting your preferred order at Sort by:

Step 10: Click on to start the query.

Leave Balance

You need to use this report to see the leave balance of the employees. To generate this report, kindly follow these steps:

Step 1: Click on

Step 2: Click on

Step 3: Click on

Step 4: Select the type of leave you wish to check. 

Click on the down arrow and you will see the list of leave types.

Step 5: You can select all employees or specific employee at

Step 6: Then select what you are querying for the leave balance, if Approved leave or Consumed (used) leave at

Step 7: (Optional) You can select the year of the query at . By default, the system will set the current year as the year.

Step 8: To start the generation of the leave balance, click on the  button and the system will generate the report.

Step 9: Once the system completes the generation of the report, a row will appear. Click the View to see report or the delete icon to delete the report.

Leave Individual

The Leave Individual report allows you to view all the leave type and leave balance of a Staff or All Staff is entitled.

To see that, you need to do the following:

Step 1: Click on

Step 2: Click on

Step 3: Click on the  tab. You should see this page.

Step 4: (Optional) You can filter the list by selecting a department and also which year (default will be current year)

Step 5a: For Individual: Find the staff you want to see, click on the  icon and the following table comprising all the entitled leave for this staff will appear in the following format. 

Step 5b: For All Staff: Change first the Show 10 entries to Show All entries and left of Employee ID tick the box to choose all Staff.

Next is to scroll down to the bottom of the page and lower right click

TIPS:

1) Upper right side there is search you can type in specific words, a Name or Leave Type

2) Each column in the table has this icon you can click it to arrange if Ascending or Descending order.

Step 6: (Optional) You can download or print the report by clicking the relevant  buttons.

Special

The special report is a report where you can use to find out whether the staff had taken certain leave types. For example, the management might want to find out who did not take sick leave at all for the entire year, they may use this report.

To use this report, follow these steps:

Step 1: Click on

Step 2: Click on

Step 3: Click on . The following page will appear.

Step 4: Select the leave type you are looking for at the

Step 5: (Optional) Set the date range you want to query at the . The default will be from the first day of the year to the end of the year.

Step 6: Set the minimum leave days you wish to query

Step 7: You can filter the query by selecting filter by those who have taken or not take at the field.

Step 8: Click on the  to start the query.

Personal Calendar

Staff can see their own Leave calendar by simply following these steps:

Step 1: Click on

Step 2: Click on

Step 3: Scroll down to see the calendar.

By default, the system will show the staff their own personal calendar.

Staff Calendar

If the administrator sets the calendar to be shared with either within the department or the entire company, then the Staff Calendar option will be available. To view the staff calendar, please follow these steps:

Step 1: Click on

Step 2: Click on

Step 3: Scroll down to see the calendar.

Step 4: You can filter your search by typing the person you are looking for at the  portion and the system will filter out the rest and just list those employees with the keywords entered.

 

Download a PDF version here.