Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited Available for the following HR classic plans: Standard, Premium, Platinum Available for the following Payroll classic plans: Essentials, Standard, Premium Available for the following user access levels: Manager, Admin
Keeping an eye on your employees' leave requests is crucial to ensure you are well-informed about your team's availability.
This article shows you how to use the Leave Request feature, which lets you view all the leave requests associated with the individual. This means you can easily see what leave has the Approved, Declined, and Pending statuses, helping you to plan out your team's resourcing requirements.
Important
The Standalone HR features described in this article are currently in closed beta. If you would like access to these features, please let your sales representative know and they will turn this functionality on for your organisation.
Manage data
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose balance needs to be adjusted.
- Click the Leave Requests tab.
- Click the Adjust Leave button.
- Complete the following fields:
- New balance
- Reason
- Click the Adjust button.
Maintain
Availability
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave details you wish to view.
- Click the Leave Details tab.
-
Click the Leave Details tab.
You will now see the employee's leave details.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave balance history you want to view.
- Click the Leave Details tab.
- Click the Leave Details tab.
-
Select the required leave category.
You will now see the employees balance history on your screen.
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave you want to view.
- Click the Leave Details tab.
-
Click the Leave Request tab.
You will now see the employee's leave request.
Availability
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following Payroll classic plans: Standard, Premium
Available for the following user access levels: Manager, Admin
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave you want to view.
- Click the Leave Requests tab.
Availability
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
- Click the Personnel menu.
- Click the Employees submenu.
- Select the employee whose leave you wish to view.
- Click the Leave Requests tab.
Further information
Availability
Available for the following plans: Employment Lite, Employment Plus, Employment UnlimitedAvailable for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
Definitions: Leave status
| Pending | Your leave is waiting for 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. |
| Created at | Provides a timestamp of the leave request creation date. |
| Approved by | Provides the name of the user that approved the request. |
| Approved at | Provides the date and time of approval |
| Icon | Name | Description |
|---|---|---|
| Message | This means the employer has left a note regarding this leave request. |
Availability
Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following Payroll classic plans: Standard, Premium
Available for the following user access levels: Manager, Admin
| 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. |
| 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 |
| 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 |
Can be used to see if a leave request includes public holidays Will only show next to approved leave requests |
|
| Message | Employee has left a note regarding this leave request | |
| Download | Employee has attached a file to this leave request | |
| Exclamation | Alerts an admin that the employee has entered leave hours for a public holiday |
Availability
Available for the following plans: Employment Lite, Employment Plus, Employment UnlimitedAvailable for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin
| 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. |
| 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 |
| 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 |
Can be used to see if a leave request includes public holidays
Will only show next to approved leave requests |
|
| Message | Employee has left a note regarding this leave request. | |
| Download | Employee has attached a file to this leave request | |
| Exclamation | Alerts an Admin that the employee has entered leave hours for a public holiday |
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