Objective

The objective of this tutorial is to help you understand how to request leave for your staff and yourself.

Overview

Access from your: Computer
Applies to: Managers, Supervisors, Schedulers, and Employees.

Scheduling time off feature lets your staff request leave when they want time off. You can also request leaves on behalf of your staff.

Things to know before you begin:

  1. You must have a manager/admin, supervisor, and scheduler access privileges to request leave on behalf of your staff and yourself.
  2. Schedulers can request leave for the positions of the staff they have access given by the manager.
  3. Leave module must be enabled under the Settings module.
  4. The leave type should be created already under the Settings module.
  5. You must assign a leave type to your employees by enabling it under their profile.
  6. ‘Employees can book vacations’ settings must be enabled for the staff to have access to the request leave tab.
  7. Part of the day option will only be visible while requesting leave if you have checked the option ‘Full and Partial Day Requests’ while creating the leave type.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Request Leave for your Staff
  2. Request Leave for Yourself

Request Leave for your Staff

Step 1: Go to Leave module from the top-panel and click on Request Leave tab from the top right side, as shown in Image 1.

Image 1

Step 2: Select the name of the Employee and the Leave Type from the drop-down, as shown in Image 2.

Image 2

Step 3: Add the rest of the required information as follows:

  • Select All day or Part of the day as per the requirement.
  • Select the start and end Date and Time (in the case of Part of the day leave type) from the calendar.
  • Add Comments (optional).

And click on Submit Request to place a leave request, as shown in image 3.

Image 3

Request Leave for Yourself

Step 1: Under Leave module > Request Leave > add the required information to place a leave request for yourself, as shown in image 4.

  • Select the desired Leave Type.
  • Select All day or Part of the day as per the requirement.
  • Select the start and end Date and Time (in the case of Part of the day leave type) from the calendar.
  • Add Comments (optional).
  • Click Submit Request to place a leave request.

Image 4

Important Point: The time off is not guaranteed. Management will review your request as soon as possible. You will be notified via email/SMS with their reply as per the account's notification settings.

If you have any further queries, please don't hesitate to reach out to us at support@humanity.com.

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