How to apply a new Leave Request?

Users can add a new leave request by following the given steps:

Step 01: Go to the “Leave” module, then select the “Request” from the drop-down list.

Step 02: The system will prompt to the given page. Fill in all the fields as mentioned below:

 

1.	Apply Leave	Select Year
2.	Employee Name	Name of the Employee
3.	Apply Leave Type	Select here leave type
4.	Leave From	Date of applied leave From
5.	Leave To	Date of applied leave To
6.	Apply Half day leave	Select half day for 1 day
7.	Apply Leave On	Leave application date
8.	Upload document	Upload leave document here
9.	Remarks	Add remarks related to leave if any.

Note: If leave is applied for one-half day then enable the "Apply half day leave" button. But if there is more than one-half day then click the "Multi Half day selection" and the grid appears where you can select the session, AM for the morning session, or PM for the afternoon session.

Step 03: Before submitting the leave the system asks the confirmation. Click the "SUBMIT" button. A successful alert appears and an email will be sent to the respective supervisor for approval.

                 
                                                                        

Once the leave is submitted “Successful Alert” appears.

Step 04: On the apply leave page, there is info tab, the user can view the following details in this:

1.	Approver	Leave supervisor’s name
2.	Joining Date	Employee’s Joining Date
3.	Employee Group	Employee’s Employee Group
4.	Confirmation Date	Employee’s Confirmation Date
5.	Leave Model	Employee’s Confirmation Date
6.	Work Days in the week	Number of working days pattern for the employee

Step 05: Under Leave entitlement Information the user can able to view the following details in this:

1.	Leave Type	Name of the leave {Annual, Sick, Child care, etc}
2.	CYL	Current Year leaves allowed
3.	LYCF	Last Year leaves carry forward
4.	CYLE	Total leaves earned as of the “Apply leaves on” date {Current year earned leaves + last year leaves carry forward}
5.	Paid Leaves	Paid leaves taken
6.	Unpaid  leaves	Unpaid leaves taken
7.	Pending       Leaves	Pending paid leaves {Waiting at the approval stage}
8.	Leaves Taken	Total paid and Pending leaves
9.	Balance  Leaves	CYLE – leaves taken

HR, Super Admin, or any other user group with appropriate rights can also apply for leave on behalf of the employee.

Product Version: SMEPayrollTM Version 11

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