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Adjust and view employee leave requests as a manager on the HR platform

James Nixon
Updated
EH Content Team
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Available for the following HR plans: Standard, Premium, Platinum
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

Standalone HR
Adjust an employee's leave balance
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the employee whose balance needs adjusting.
  4. Click the Leave Requests tab.
  5. Click the Adjust Leave button.
    Leave_Requests__UK_SA-HR__1.jpg
  6. Complete the following fields:
    • New balance
    • Reason
  7. Click the Adjust button.
    Leave_Requests__UK_SA-HR__2.jpg

Maintain

Standalone HR

Availability

HR Plan:   Premium   Platinum
View an employee's leave details
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the name of the employee whose leave details you want to view.
  4. Click the Leave Details tab.
  5. Click the Leave Details tab.

    Helpful Hint

    You will now see the employees leave details on your screen.

    Leave_Requests__UK_SA-HR__3.jpg
View an employee's leave balance history
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the name of the employee whose leave balance history you want to view.
  4. Click the Leave Details tab.
  5. Click the Leave Details tab.
  6. Select the required leave category.

    Helpful Hint

    You will now see the employees balance history on your screen.

    Leave_Requests__UK_SA-HR__4.jpg
View an employee's leave requests
  1. Click the Personnel menu.
  2. Click the Employees submenu.
  3. Select the name of the employee whose leave you want to view.
  4. Click the Leave Details tab.
  5. Click the Leave Request tab.

    Helpful Hint

    You will now see the employees leave request on your screen.

    Leave_Requests__UK_SA-HR__5.jpg

Further information

Standalone HR

Availability

HR Plan:   Premium   Platinum
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
  Message This means the employer has left a note regarding this leave request

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