Leave

Goal

Configure leave types and policies, track balances, and approve employee leave requests.

Who it is for

HR clerks (leave.view / .manage), approvers (leave.approve), admins (leave.admin). Employees/managers also use ESS for self-service requests.

Preconditions

• Module leave_management enabled.
• Active employees exist.
• Leave types created before requests.

Steps

1. Open HR & Time → Leave.
2. Under Leave types, add types (paid / statutory / accrues / carryover flags as offered).
3. Create a leave request for an employee: type, start/end, hours, notes → status pending.
4. Approvers Approve or Reject (denial reason may be required per Leave setup).
5. Requesters or clerks may Cancel a request when allowed → cancelled.
6. Review Leave balances; run Accrue for all active or Carry over balances when your process calls for it (also scheduled via hr:accrue-leave / hr:carry-over-leave).
7. Maintain Leave policies (accrual rate, max balance, carryover max, effective dates).
8. Admins use Leave setup for accrual method, carryover, blackout enforcement, approval chain levels, denial reasons.

Result

Approved leave updates balances; pending counts appear on the HR workspace and ESS manager queues.

Hard stops

• Request actions only valid in allowed statuses (pending → approved/rejected/cancelled).
• Module off → 422.

Related

• Employee Self-Service
• Attendance & Time
• Lifecycle