What is Leaves Module 

The Leaves Module, is where Admins can digitalised the Leave application and management process for the company. Admins are able configure leave policies accordingly, view and manage employee's leave requests and balances as well as configure the approval routings. There are several steps that must be completed in Setting up the Leaves Module : 

1. Complete Set Up of People Module 

2. Set Up Approval Routings

3. Set Up Work Days

4. Set Up Holidays 

5. Set Up Leave Policies

6. Import Leave Requests

7. Modify Leave Balances if needed

8. Configure Leave Request Limit if needed

What are Leave Policies

Leave Policies are the different types of Leaves that employees can apply for, along with their own set of rules, restrictions, entitlements and limits. Admins are able to customise each policy to reflect their company's way of work, including setting the eligibility of certain employees to apply for certain policies and managing the leave policy entitlements.. There are 5 Categories of Leave Policies that Admins can Set Up.  

What is an Emergency Leave Policy

Emergency Leaves are a type of leave that is taken from Annual Leaves. A common practice for Annual Leave policies include requiring employees to apply for leave a certain number of days in advance. In the cases where employees are unable to apply in advance due to emergency situations such as vehicle accidents, sudden family matters, and the like, admins are able to set up Emergency Leave Policies which will allow employees to utilise Annual Leave entitlement on short notice. Admins are able to set limits for the number of emergency leaves that employees can apply for.

An admin can choose to enable an Emergency Leave policy when setting up a new Annual Leave policy. Read here to know How to Set Up an Annual Leave Policy

If this process was not done during the set up of the Annual Leave Policy, Admins may create an Emergency Leave policy on its own and tie it to the respective Annual Leave

To Create an Emergency Leave Policy:

  • On your admin dashboard, head to the left panel.

  • Click Leaves > Policies.

  • Click Create Leave Policy.

  • Select Emergency Leave .

  • Click Create Policy.

  • Fill in the required fields. For specific details, refer to the paragraphs below.
  • Confirm by clicking Confirm.
  • Click Leaves > Policies.
  • On the right of the policy, under Status, slide ON.  
  • Confirm by clicking OK to activate the policy. This will allow employees to view and submit a leave request for this policy.

What to fill in 

Section 1: Policy Information

  1. Select leave category as Annual Leave
  2. Enter leave policy name for internal purposes. For example, Annual Leave for Contract Staff
  3. Tick the display name box and enter a display name. This is what your employees will see. For example, Annual Leave.
  4. Link this emergency leave policy to a selected annual leave policy. You can only link ONE emergency leave policy to ONE annual leave policy.

  5. If you require your employees to provide attachments and description, tick the relevant boxes.

Section 2: Limit

  1. Select No, if employees are allowed to take as many emergency leaves as they want.

  2. Select Yes, if there is a limit to the number of emergency leaves an employee can take. Admins can either set a limit that will be the Same for All Employees OR configure different limits for different criteria of employees.

For Example, Admins can set a different limit for employees in different years of service. After checking the box, admins can then configure the Years of Service Range, and what the limit would be for each range as seen below 

Section 3: Approval Routing

  1. Select Yes, if you would like to use the default approval routing as set in Leaves > Settings.
  2. Select No, to set specific approval routings. Click Add Approval Routing. Choose Group,
  3. Select Approval Routing. Click Confirm. Repeat this step to add multiple groups of employees.

    Important note: Make sure to add an ALL entry (groups ALL, applied to ALL) to avoid any routing errors.
  4. Tick Auto Approved to auto-approve a leave request after receiving no response from the employee’s manager after a chosen number of days.
  5. Select Yes, If you would likes to use the same Approval Routing for leave Cancellation Requests. Select No if you would like to add an approval Routing to be used for leave Cancellation Requests