Documentation
v1.0.0 · Release preparation
Roles & permissions

admin · super admin · hr admin · hr manager · accounts · Human Resource manager. Availability depends on your company's configuration.

Reviewing a leave request

You can approve or reject a pending leave request, or cancel one that's already approved. Do this either from the Actions column on Leave Management → All Leave Requests or from the request's detail page.

  1. Leave Management — Open the Leave Management group in the menu.

  2. All Leave Requests — Then choose All Leave Requests.

  3. Approve — On a Pending request, click the approve (check) button — or open the detail page and click Approve.

  4. Notes — (Optional) Add notes for the employee.

  5. Approve — Confirm — the request is approved and the employee is notified.

  6. Reject — On a Pending request, click the reject (X) button — or click Reject on the detail page.

  7. Reason — Required. Explain why you’re rejecting the request.

  8. Reject — Confirm — the request is rejected.

  9. Cancel — For an Approved request, click the cancel button to cancel the leave.

Steps

Approve a request

  1. Open Leave Management → All Leave Requests (or open the request's detail page).
  2. For a Pending request, click the approve (check) button, or click Approve on the detail page.
  3. Optionally add Notes (optional) in the dialog.
  4. Click Approve.

When approved, the leave days are deducted from the employee's balance, any comp-off days they chose to use are marked as used, and the employee is notified.

Reject a request

  1. For a Pending request, click the reject (X) button, or click Reject on the detail page.
  2. Enter a Reason — this field is required.
  3. Click Reject.

The employee is notified, and any comp-off days they had reserved are released.

Cancel an approved request

  1. For an Approved request, click the cancel button, or click Cancel on the detail page.
  2. Optionally add Notes (optional) in the dialog.
  3. Click Cancel Leave.

The leave balance is restored, any comp-off days are released, and the employee is notified.

Tips

  • Only Pending requests can be approved or rejected; only Approved requests can be cancelled.
  • An approved leave that has already started or passed can't be cancelled.
  • The approve, reject, and cancel buttons only appear if your role allows those actions.