Set up leave and review requests

Connect the correct employer and employee records#

Set up Employees & HR Records for the corporate workspace. Link each eligible employee record to its current workspace membership. Review reporting lines before giving direct managers approval responsibility.

Install Leave Management from Apps. As the workspace owner, confirm the employer country and time zone, record the policy reference and choose who can review requests.

Create leave types and reconcile starting balances#

Create each leave type and choose whether approvals should draw from a recorded balance. Enter reviewed adjustments in days, including decimals for partial days. Check the employee, leave type and amount before saving.

Keep a reference to your organisation’s policy and reconcile changes against your source records. Apply any accrual or carryover through your reviewed balance process.

Request time away from your own employee record#

Choose a leave type, the inclusive start and end dates, and the number of leave days under your policy. Check the details before submitting. Open the request list to check the recorded status.

Review requests and coordinate approved time away#

Open a request within your approval scope. Check its dates and amount, then choose Approve or Decline. The app checks the latest request and balance before applying the decision. Reload if someone changed the original.

Use the availability view for approved dates within your scope. Handle medical or other sensitive supporting material through your organisation’s restricted HR process.