Leave management systems helps employees to request time off from work, plan vacations and track holidays. Management can use the system to Approve or Deny leaves and maintain employee records.
ERP Mark 7’s Leave Management comes under HR Management App and encompasses Time offs, Leave entitlements, Available Allowance and Upcoming Holidays.
Leave Management is specific to the employee and can be submitted for approval to the higher authorities. This helps you to track employee performance and reduce managerial time.
Leave Management can be created in two methods –
From the record level
The steps below explain how to create a Leave request and move it from Draft status to Submitted.
|Draft||The leave request that is in the Draft state can be edited to make some corrections. When in Draft state the number of leaves will not be deducted from the total available allowance.|
|When the leave request is approved by the work agent/ higher authority then it is marked “Approved”|
|Submitted||Once the employee is sure about his entries then the leave request can be moved to submitted state seeking for approval|
|When approver rejects the Leave request, the leave request can then be available for corrections and resubmission.|
|An employee had created the leave request but later decided to cancel it then the leave request can be in cancel state and this will increment the available leave allowance.|
|When a Leave request is in completed state then it signifies that the applied leave has been taken.|
From the Leave Management Tab
Navigate to Employee Management App> Leave Management tab.
Leave Management tab has two views for viewing the records:
Fields to Note:
|Time Off||This indicates the already taken leaves|
|Available Allowance||Indicates the total available leaves for the calendar year.|
|Booked||Indicates the number of booked leaves (In Approval stage)|
|Upcoming Holidays||Indicates about the National/Organisation defined holidays for the calendar year.|
|Book Time off||This is to create a new leave request|
All the leaves of status Draft and Submitted will be listed under the Draft/Submitted/Rejected Leaves section as shown below
Submitted Leaves cannot be edited or deleted, the leaves with Draft and Rejected can be Deleted or edited for submission.
Once the Leave is approved or rejected by the approving authority or the Approver, it will be listed under the Approved/Rejected Leaves section.
Submitted for your Approval
If you have employees working under you and you are the Approval Manager of their leaves then all the submitted leaves will be listed under the Submitted for your Approval section as shown below.
The Leave Entitlement section indicates all the leaves entitled by the organisation such as Casual leave, Sick leave, Maternity, etc and others that can be defined here and the number of days assigned for each leave type.
The Holidays section indicates all the National/Organisation level holidays defined for the current fiscal year, next fiscal year, previous fiscal year and previous 2 fiscal year.