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 are 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.

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.

Maintain

  Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.

HR Only EH Payroll KeyPay

Availability

HR Plan:   Premium   Platinum
  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.

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

    Helpful Hint

    You will see your leave balance displayed on your screen. 

    My_Leave__UK_HRO__1.jpg
View my leave requests
  1. Click the   Leave menu.
  2. Click the My Leave submenu.
  3. Click the Actions button.
  4. Click the View Details button.
    My_Leave__UK_HRO__2.jpg

    Helpful Hint

    You will see the details of your leave request displayed on your screen. You can also use the Expand and Collapse buttons to display the leave details for each month.

    My_Leave__UK_HRO__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
  1. Click the   Leave menu.
  2. Click the My Leave submenu.
  3. Click the Actions button.
  4. Click the Edit button.
    My_Leave__UK_HRO__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__UK_HRO__5.jpg
Delete my leave request
  1. Click the   Leave menu.
  2. Click the My Leave submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    My_Leave__UK_HRO__6.jpg
  5. Click the Delete button.
    My_Leave__UK_HRO__7.jpg

Further information

  Select the payroll platform you integrated with for the relevant instructions. If you do not have an integrated payroll product, click the HR Only tab.

HR Only EH Payroll KeyPay

Availability

HR Plan:   Premium   Platinum
  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.

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.
Definitions: Clock symbols
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
Definitions: Symbols
Icon. Name. Description.
  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. The employee has left a note regarding this leave request.
  Download. The employee has attached a file to this leave request.

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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