Leave Management
Configure leave policies, process employee requests, and track balances across your organisation.
The Leave Management module (/a/leave_management) gives you a single place to handle every aspect of employee time off. It is organised into four tabs:
Leave Requests
View, filter, approve, or reject leave applications submitted by employees.
Leave Calendar
A colour-coded month view that shows who is on leave and when, so you can spot coverage gaps instantly.
Leave Balances
Check every employee's remaining entitlement by leave type, and manually adjust balances when needed.
Policy Setup
Define leave types, annual entitlements, carry-forward rules, and encashment options.
Tab 1 — Leave Requests
This is your primary action centre. Every leave application lands here as a row in a filterable table.
Columns displayed
| Column | Description |
|---|---|
| Employee Name | Full name of the applicant |
| Leave Type | CL, PL, Sick Leave, or any custom type you have configured |
| From Date | Start date of the leave period |
| To Date | End date of the leave period |
| Days | Total number of leave days (auto-calculated) |
| Reason | Reason provided by the employee |
| Status | Pending Approved Rejected |
| Actions | Approve or Reject buttons (visible for pending requests) |
Use the status filter at the top of the table to narrow the view to Pending, Approved, Rejected, or All requests.
Click the Apply Leave button to submit a leave application on behalf of an employee — useful when HR needs to log leave that was communicated offline.
Tab 2 — Leave Calendar
The Leave Calendar displays a month view with colour-coded blocks for each approved leave. Each block shows the employee name and leave type, making it easy to see team availability at a glance.
- Navigate between months using the previous/next arrows.
- Each leave type is assigned a distinct colour so you can quickly distinguish Casual Leave from Sick Leave or Privilege Leave.
- Use this view before approving a new request to check whether the team will have adequate coverage on those dates.
Tab 3 — Leave Balances
This tab gives you a consolidated snapshot of every employee's leave balance, broken out by leave type.
Example layout
| Employee Name | CL (Used / Total) | PL (Used / Total) | Sick Leave (Used / Total) |
|---|---|---|---|
| Rahul Sharma | 3 / 12 | 2 / 15 | 0 / 12 |
| Priya Mehta | 5 / 12 | 7 / 15 | 2 / 12 |
| Amit Verma | 12 / 12 | 10 / 15 | 4 / 12 |
Click Adjust Balance next to any employee to manually credit or debit leave days. This is useful for:
- Year-start balance resets (e.g., crediting new CL entitlement in April)
- Compensatory off (comp-off) credits
- Correcting data-entry mistakes
Tab 4 — Policy Setup
Before your team can apply for leave, you need at least one leave policy in place. Each policy defines the rules for a specific leave type.
Policy fields
| Field | Description |
|---|---|
| Leave Type Name | A short label (e.g., CL, PL, Sick Leave) |
| Annual Entitlement | Number of days an employee receives per year |
| Carry Forward | Whether unused days roll over to the next year (Yes / No) |
| Max Carry Forward Days | Upper limit on days that can be carried forward |
| Encashment Allowed | Whether unused days can be encashed at year-end (Yes / No) |
Default leave types
CL Casual Leave
12 days per year. Typically used for short, unplanned absences.
PL Privilege Leave
15 days per year. Also called Earned Leave; usually planned in advance.
SL Sick Leave
10–20 days per year (configurable). For illness or medical needs.
Click Add Leave Type to create custom categories such as Maternity Leave, Paternity Leave, or Comp-Off.
How to Apply for Leave
Open Leave Management from the sidebar navigation.
Click the Apply Leave button at the top of the page.
Select the Employee from the dropdown list.
Choose the Leave Type — CL, PL, Sick Leave, or any custom type you have configured.
Pick the From Date and To Date for the leave period.
The system automatically calculates the total number of days based on your date selection.
Enter a Reason for the leave (e.g., "Family function" or "Medical appointment").
Click Submit.
The request now appears in the Leave Requests tab with a Pending status, awaiting approval.
How to Approve or Reject Leave
Go to the Leave Requests tab and filter by Pending status.
Find the request you want to act on.
Click Approve or Reject in the Actions column.
On approval, the employee's leave balance is automatically deducted. No manual adjustment needed.