Leave Applications can be submitted online by employees using the Online Leave Application form. This form can also be utilized to view individual regular leave balance, leave history and status for a selected year and leave statistics / information of the current year. This form is handled by employees.
The steps listed below should be followed to successfully apply leave.
1. Select the Leave Year with the use of provided dropdown lists.
According to the selected Leave Year, Leave
Period will be automatically displayed.
2.
Select the Leave Type from the drop down list.
If
the user selects a Lieu Leave type from the drop down list, earned lieu leave/carry
forward leave break down will be displayed in the leave application form. There
the user can select any day from the Utilization Breakdown grid for leave
utilization. Enter the leave amount to be utilized for each day if it is less
than 1. For earned leave the leave days
to be selected from the calendar should not exceed the earned leave amount.
Selected
leave type will be displayed in green colour at the Leave Balance section.
3. Specify the Leave Start Date and the
End Date. There are 2 ways of specifying the leave start date and the end date.
You can either enter the leave start date and the end date to the Leave
From and To textboxes respectively.
OR
You can select the leave start date
and the end dates using the date pickers provided alongside the Leave From and To textboxes respectively.
Leave Clashes
Percentage
of team members who has applied leave for the selected time period will be
displayed under this section.
Click on the Leave Clashes button
to view the percentage of leave clashes.
Tick on the Auto Calculate End Date box if the End Date should be
calculated automatically. In this instance all the remaining leave of the
selected leave type will be taken for consideration. Starting from the From
Date entered by you the system will calculate the end date as the day the leave
balance will be over of the leave type. Once this option is checked you would
not be able to apply a half leave for a particular day. This option is
especially useful when applying Maternity Leave, Study Leave or any such leave
type that will be taken for a longer period.
Once
the leave start date and the end are specified, the number of leave days will
be displayed.
You
will have to specify whether the leave is a half day or a full day using the Leave Breakdown grid. The grid will list down the leave dates. Pagination option
is available in Leave Breakdown Grid. Maximum number of 10 days are allowed for a page. Click on Next button to move to the next
page. Click on Previous button
to move to the previous page.
Select
drop down lists beside the relevant date and from the drop down list select
whether the leave is taken for the Whole day, Off
Day, First Half (Morning half) or Second half (Evening half).
NOTE 1:
The values to be displayed in the Date
drop down list are configurable. Refer the following screen shot. The Whole Day option is displayed by
default. The First Half and Second Half options would be displayed
only if the “Allow Half Days” check box is ticked in the “Leave Type
Definition” form. “Day Quarter 1”, “Day Quarter 2”, “Day Quarter 3” and “Day
Quarter 4” options would be displayed only if “Quarter Leave” check box is
ticked in the same “Leave Type Definition” form. The “Off Day” option will be
displayed only if “Allow Off Days” parameter in the Web Configuration file is
set to True. Off days means that the particular day would be considered as the
employee being gone on leave, thus a leave record would be maintained. But the
leave would not be deducted from his leave entitlement. The display of
“Morning” and “Evening” options is optional. It can be displayed based on
customer request. Other such values can also be added to the respective
database table.
NOTE 2:
The “Exclude” option will be displayed
only if “ShowExcludeAsLeaveState” parameter in the Web Configuration
file is set to “1”. This denotes that once a particular period is selected as
leave and a particular day within that period is not utilized as a leave the
specific day can be omitted. Refer the following screen shot.
4.
If the type of leave
is medical leave and the number of days on leave exceeds the number of days for
which a medical certificate is not required, you have to enter the medical
certificate details into the respective fields.
Specify whether a
medical certificate is submitted by ticking on the Medical Certificate Submitted checkbox.
Enter the medical
certificate Reference Number.
Specify the medical
certificate Issued Date. You can either enter the date to
the Issue Date textbox or select the date from the date picker.
5.
If time based leave is selected as the leave type hours need to be
chosen for the leave day. If the leave hours of the selected dates are the same
enter the leave Start time and the End time. If they should differ tick on the
“Apply time edit to all days” option. In the Leave breakdown grid the user may
change the differentiated start and end times for the selected leave days.
6. You can upload a document to the leave
application in the Attachment field.
Click on the Choose File button, give the document
path and click on the Upload button. (Use the View button to view the attachment and the Delete button to delete the attachment).
7. Select a Reason for Leave from the drop down list.
8. Select a Sub Reason with the use of provided dropdown list.
9.
Enter the leave Comments.
10. Select a Covering Employee using the Employee Search option. The
previously selected covering employees will also be listed in a drop down
list. You have the option of selecting
one of those employees as well. Facility can be provided to load the list of
employees of a certain eligibility group/department to the employee search to
be selected as the covering employee.
11. Click on the Apply button to submit the Leave Application
to the supervisor for approval.
You can reverse the actions performed
in the page and empty the textboxes by clicking on the Reset
button.
Page
Options
1. Viewing Leave History and Status.
Click on Leave History and Status
link of the link panel which is located at the top panel of the
screen.
A grid displaying the leave details of the current year will be
loaded by default. If you wish to view the leave history of another year select
the year from the drop down list.
2. Viewing Leave Statistics.
Click on Leave Statistics link of the link panel which is located at the top panel of the
screen.
A bar chart displaying the leave details of the current year will
be loaded by default. If you wish to view the leave history of another year
select the year from the drop down list.
3. Viewing the Notifications.
Click on Notifications link of the
link panel which is located at the top panel of the screen. You will be able to
view the rejected leave application notifications once you click on the Notifications
link.
4. Short Leave Application.
Click on Short Leave link of the link
panel which is located at the top panel of the screen. You will be moved to the
short leave application page.
5. Leave Cancellation
Once you click on the leave
cancellation link which is located at the top panel of the screen you will be
moved Leave History and Status page.