Leave, role by role

What each person does with leave, from the request to the year that carries the balance forward.

I am an employee

My balance and the requests I start.

I see my balance

When the policy shows it, I see the days I have left, and I see my requests.

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I ask for leave

I take a full day, a morning, an afternoon, or hours when the policy allows it. I use Gregorian or Hijri dates, and I add a reason. I attach a document and name a substitute when the policy asks. A long absence includes the day I expect to return. I check the working days against my balance before I send it.

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I cancel a pending request

While the request is still waiting, I cancel it.

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I ask to cancel an approved leave

After the leave is approved, I ask to cancel it. That request waits for approval.

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I follow the approval

I see each step on the request until it is approved or rejected.

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I am a line manager

My direct reports.

I see my team's requests

Leave requests from the people who report to me show up on my list.

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I approve leave

I approve or reject a request. I confirm a cancellation or I keep the leave. A clash with another leave or an approved mission is flagged. I can approve or reject several at once.

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I record an early return

While an approved leave is in progress, I set the day they came back. The remaining days go back to the balance.

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I hand leave approvals over while I am away

I delegate leave approvals to someone else, then take them back.

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I am HR

I follow leave across the organization, and I review the requests waiting for my approval.

I see the month

I pick a department and see the month: leave days and public holidays.

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I open every request

I see every request, including long-term absence, and I export the list. A leave stays as it is once payroll for that period is approved.

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I file a request for someone

I pick the employee and submit the leave for them.

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I approve leave

I approve or reject for any team, including the second step and policies that wait for HR. I confirm or reject a cancellation. I reopen a rejected request.

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I record an early return

I set the day someone came back. The remaining days go back to the balance.

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I adjust a balance

I add or remove days, and I read the history: accrual, leave used, encashment, rollover, and expired days.

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I grant time off to a group

I give time off to a country, a branch, or a department. I deduct the balance or leave it. I can start a grant from a holiday, import a list of leave rows, and cancel a grant.

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I handle encashment

I request encashment for an employee, reject one, cancel one while it is still pending, and preview the settlement.

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I set the public holidays

I add a holiday, mark it recurring or based on the Hijri calendar, and seed the year for a country.

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I hand a manager's leave approvals to someone else

While a manager is away, I delegate their leave approvals, then end the delegation.

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I am the organization admin

The rules everyone else follows.

I set the leave year

I set the month the leave year starts. Days are counted from the company weekends or from each employee's schedule.

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I set the day rules

Non-working days between two leaves can be charged. People can take leave before they have earned it. A manager's manager can see and act on the team.

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I set a leave policy

I choose the leave type. Days per year, and whether they accrue monthly, quarterly, annually, or per working day. Paid or unpaid. Who is eligible by country, gender, employment type, department, branch, job title, tenure, and age. When two policies match, the more specific one wins, and priority breaks a tie. Tenure tiers. A mid-year hire can be prorated.

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I hide, turn off, or version a policy

I hide a policy from employees, or I turn it off. A change can start as a new version from a date.

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I set the limits

Carry forward, its cap, and when it expires. Encashment and its cap. Advance notice. Backdated leave. A required document. A required substitute. Hourly leave. Long-term absence. Once in a lifetime. Whether the employee sees the balance.

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I choose who approves

One step, the manager then HR, HR only, or a custom chain.

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I close the leave year

I preview what carries forward, what expires, and what is encashed. I can discard that preview. Then I commit the year, and I can resume a commit that failed.

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