Leave types
Go to People → Leave → Leave types. Sri Lankan norms are filled in for you: Annual 14 days, Casual 7, Sick 7, Maternity 84, and No-pay without a limit. Change the numbers to match your contracts.
For each type you can set Days a year (leave it empty for no limit), and tick Paid, Half days allowed, Needs approval and Offered. A type is switched off by unticking Offered; it is never deleted.
Press Add a kind of leave to create your own, for example Study leave, with a code such as STUDY. Press Save leave types when you are done.
Someone who joins during the year gets a share of a limited type: the months left in the year over twelve, to the half day.
Ask for leave
Only working days count. Sundays (or whichever days you do not work) and public holidays in the span are not deducted. A request cannot overlap another one, and cannot take a limited type below zero.
If the kind of leave does not need approval, it is recorded straight away.
- Staff: open People → My space, go to the Leave tab and press Ask for leave.
- Managers asking for someone else: go to People → Leave and press Request leave for someone, then choose the Employee.
- Choose the Kind of leave. The form shows how many days are left this year.
- Enter the First day and Last day. Tick First day is a half day or Last day is a half day if needed.
- Add a Reason if you like and press Ask for leave.
Approve or refuse
Nobody approves their own leave. The number beside People → Leave in the sidebar, and a line on the Approvals page, show how many requests are waiting.
A request that is waiting or approved can be withdrawn with Withdraw. Staff can withdraw their own requests from My space.
- Go to People → Leave. On the Requests tab, requests waiting on a decision come first.
- Press Approve, add an optional note and confirm.
- Or press Refuse. A refusal needs a reason, so the person knows why.
Balances
Each person's record under People → Employees shows their leave this year: days left of each limited type, days taken of unlimited types, and days waiting on a decision. Staff see the same in My space → Leave.
The leave calendar
People → Leave → Calendar shows one month at a time. Approved leave is solid, waiting leave is outlined, and holidays and non-working days are shaded, with holidays named. Use Previous month and Next month to move. It helps you spot a thin week before you approve another request.