Request leaves


Following are the navigations to request leaves -

  • Navigate to Leaves >> Request leaves

OR

  • You can also click on icon in the left navigation & then click Request leaves.

On Request leaves pop up, enter the valid data in each field. Go through the list below for more details of each field.

  • Request for: System auto selects logged in user’s name. This field is not editable to users.

  • Leave type: Select a leave type from the drop-down list.

  • From & to Select appropriates dates of your leave duration.

    • Once you select dates, the system shows current balance & projected balance of the selected leave type. 

    • If you are applying for leaves that goes beyond current balance, you can apply those leaves only if admin has made such settings for that leave type, else system shows a relevant error message.

  • All full days checkbox: Check if all leaves are full day leaves. 

    • If this option is unchecked, the system will ask you to mention half day leaves and full day leave in the leave duration.

    • You also need to select whether you are taking half day leave in first half or second half.

  • Approver: Approver’s name is auto selected by the system, it selects your manager's name as approver by default when you have someone assigned as manager in the company directory.

    • If no manager is assigned to the user(applicant) then one of the admins/super admins will be selected by default as an approver.

  • Reason: Mention the reason for taking leave/s. You can make use of different text formatting options and at (@) mentions to tag other users. 

Add attachments: This is to add any relevant document while applying for leaves. Sometimes, one needs to share medical certificates or some proofs while applying for leaves. 

Visibility: Leave request can be made visible to the selected team/s or user/s. This option will help users when they want their team/s or specific user/s to be informed about the leave plan.

Visibility options are displayed based setting mention here -

Once done with adding appropriate information, click on submit. The approver receives an email notification about your leave application. The approver can Reject, Cancel or Approve the leave application & applicant receives relevant email notification accordingly.

Create a past dated leave request

Sometimes it is needed to add past dated leave. Then just click on Request leaves option & then select appropriate dates when you were on leave & other details same as explained above. Once done, click on Submit. The system asks for confirmation as you are creating a request for past date.

Once confirmed, approver is informed via email but no approval will be required since it is a past dated leave request. Added leaves are automatically marked as Availed (or Availed - Past dated if this status is configured). Non-admin users can add past dated leaves only for themselves, whereas admin/super admin can create such leaves for any UpRaise user.

 

Leave request option is available for all admins and non-admin users in leaves section. However, there are a few default permissions set in the system. 

  • Any non-admin user can add leave only for themselves.

  • Admin/super admin can add leave for anyone.

Other related readings