Leaves

The Leaves section allows you to manage:

• Employee leave balances
• Leave request history
• Leave type allocation
• Leave balance adjustments

This module ensures complete tracking of employee leave lifecycle.

Prerequisites

Before using the Leaves module, ensure the following are configured:

1️⃣ Leave Types Must Be Created

Admin must configure:

• Leave Types (e.g., Casual Leave, Sick Leave, Earned Leave)
• Allocation rules
• Accumulation rules

Leave → Config → Leave Types

Without leave types:

• Leave balances cannot be assigned.
• Employees cannot apply for leave.

2️⃣ Leave Plan Must Be Assigned

Each employee must have a Leave Plan assigned in:

Employee → Job Details → Leave Plan

Without leave plan:

• Leave balances will not appear.
• Leave requests may fail.

Tab Structure

The Leaves section contains two tabs:

1. Leave Balances
2. Leave History

Leave Balances

This tab shows all leave types assigned to the employee.

Clicking Leave Type Name

Clicking on a leave type name:

Shows Leave Balance History

Edit Leave Balance

• Edit icon appears.

• Opens Add/Edit Leave Balance form.

• Allows manual adjustment of leave balance.

Delete Leave Balance

Allocation Behavior

If leave type has allocation enabled:

• Next allocation date is shown.
• Allocation amount is displayed.
• System automatically credits based on allocation cycle.

If allocation not enabled:

• "N/A" appears.

Add Leave Type to Employee

Click:

Add Leave Type

This opens a side panel listing:

• Unassigned leave types
• Default balance (if configured)

How It Works

1. Select leave type(s) using checkbox.
2. Enter balance amount.
3. Click Add.

The system will:

• Create leave balance record
• Initialize with provided balance
• Start allocation tracking (if enabled)

Bulk Add Behavior

• Multiple leave types can be selected.
• Each selected type requires balance input.
• Disabled balance input if not selected.

Leave History

This tab shows all leave requests made by the employee.

View Leave Details

Click:

• Title
• Edit icon

Opens leave action panel showing:

• Leave dates
• Reason
• Approval status
• Leave type
• Leave status

Delete Leave Request

Allowed only if:

• User has delete permission
• Status = Pending
• User is HR/Admin OR leave owner

Once deleted:

• Leave balance recalculates
• Approval counts update
• Table refreshes

First-Time Setup Guide

For a new system:

1. Create Leave Types.
2. Configure allocation rules.
3. Create Leave Plan.
4. Add Leave Types inside Leave Plan.
5. Assign Leave Plan to employees.

Common Issues

Issue	Cause
No leave balances	Leave types not assigned
Add Leave Type empty	No unassigned leave types
Cannot delete leave	Status not pending
Allocation not happening	Allocation rule not configured
Next allocation date missing	Allocation disabled

Summary

The Leaves module provides:

• Structured leave balance management
• Automated allocation system
• Leave history tracking
• Approval workflow
• Permission-based controls
• Real-time updates

It ensures full transparency and compliance in leave management.