HR platform: My leave requests

Overview

As an employee, you will need to submit leave requests if you need to take time off, for example, if you have a Dr's appointment or a trip to Europe coming up. Leave requests allow your manager to see your time off request, assess the impact on your team, and then approve the result if there is no project or team conflicts.

The HR platform My Leave feature enables you to see an overview of all the leave requests you submitted, what status they show, and all your current leave balances broken down by leave category. This feature also allows you to edit a submitted leave request if the details changed and delete a record if it is no longer required.

HR Best Practise

When you apply for leave, please remember that if your leave request falls over a day off or a public holiday, you do not need to put in multiple leave requests to avoid these days. Your HR Admin has set you up based on your ordinary work days and hours, and applied the relevant public holiday calendar. Our HR Experts recommend you click Expand when asking for leave to make sure the platform deducts the correct leave balance. If you have any concerns, speak to your HR Admin.

Important

If you do not currently have enough leave accrued, but are asking for leave for a future time when you will have accrued enough, then you can still apply for it as the system will accommodate it as projected leave. However, the system does not take pending leave requests into account in this equation.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Maintain

The below premise will walk you through how to view, edit and delete your leave requests.

View my leave balance
  1. Click the   Leave menu.
  2. Click the My Leave submenu.

    Helpful Hint

    You will see your Leave Balance on your screen. If your leave balance is incorrect, you can update the balance shown by clicking the Get Latest Leave button.

    My_Leave_1.jpg
View my leave requests

Important

The ability to view a leave request is only available if the payroll platform has processed the leave request within a pay run and imported the pay slips into the HR platform. Use the Clock symbol to see the payroll status of the leave request. You can access further information on the meaning of the clock symbol in this article section Definitions: Symbols.

  1. Click the Leave menu.
  2. Click the My Leave submenu.
  3. Click the View button. My_Leave_2.jpg

    Helpful Hint

    You can use the Expand and Collapse buttons to display the details for each month.

    My_Leave_3.jpg
View the company leave calendar
  1. Click the   Leave menu.
  2. Click the My Leave submenu.
  3. Select the desired year and month.

    Helpful Hint

    You can also search by name within the Search by Name field.

    My_Leave_8.jpg
Edit my leave request

Important

The ability to edit a leave request is only available if the payroll platform has not processed the leave request within a pay run and imported the pay slips into the HR platform. Use the Clock symbol to see the payroll status of the leave request. You can access further information on the meaning of the clock symbol in this article section Definitions: Symbols.

  1. Click the   Leave menu.
  2. Click the My Leave submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    My_Leave_4.jpg
  5. Make the required changes and then click the Submit button.

    Important

    You can use the Expand and Collapse buttons to display the leave details for each month. If you only need to take a half day off work, then you can edit the value within the hours field. For example, instead of nominating eight hours for a full day of leave, you can nominate four hours for a half day of leave.

    My_Leave_5.jpg
Delete my leave request

Important

The ability to delete a leave request is only available if the payroll platform has not processed the leave request within a pay run and imported the pay slips into the HR platform. Use the Clock symbol to see the payroll status of the leave request. You can access further information on the meaning of the clock symbol in this article section Definitions: Symbols.

  1. Click the   Leave menu.
  2. Click the My Leave submenu.
  3. Click the Action button.
  4. Click the Delete button.
    My_Leave_6.jpg
  5. Click the Delete button.
    My_Leave_7.jpg

Further information

Definitions: Leave status
Pending. Your leave is waiting on your manager to approve.
Approved. Your manager has approved your leave.
Partially approved. One of the two required managers has approved a two-level leave request.
Declined. Your manager has rejected your leave request.
Definitions: Clock symbols
Created at. Provides, a timestamp of the leave request creation date.
Synced at. Provides a timestamp of when the leave request tried to sync with Employment Hero Payroll.
Sync successful. States whether the synchronisation of the leave request between Employment Hero and Employment Hero Payroll has been successful.
Edited at. Provides a timestamp of the last edit done to the leave request after a previous Employment Hero Payroll synchronisation attempt.
Definitions: Symbols
Icon.  Name.  Description. 
  Blue clock.  Used for pending or declined leave requests that have not synchronised with Employment Hero Payroll. 
  Green clock.  Used for approved leave requests that have synchronised with Employment Hero Payroll. 
  Red clock.  Used for approved leave requests that have not synchronised with Employment Hero Payroll. 
  Orange clock.  Used for pending, approved, or declined leave requests that have had changes made to them after being synchronised with Employment Hero Payroll. 
  Aeroplane. You can use the Aeroplane symbol to see if a leave request includes public holidays. The Aeroplane symbol will only show next to approved leave requests. 
  Message.  This means the employee has left a note regarding this leave request. 
  Download.  This means the employee has attached a file to this leave request. 
  Exclamation.  Used to alert an Admin that the employee has entered leave hours for a public holiday. 

Author recommended

So you have now managed your leave requests and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

  • HR mobile app: Request Leave This article covers how you can submit a leave request via your mobile phone by using the Employment Hero mobile app.
  • HR Platform: Request Leave This article covers how you can submit a leave request via your web browser by using the Employment Hero platform.
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