My Leave

View leave entitlement, balance, history

Staff can see their leave and sickness history, leave entitlement and balance as well as send in leave requests or sickness reports from this section.

The leave types listed on top of the table are configurable and can be tailored as per your organisation’s policy. The annual entitlement refers to the number of leave days that staff member can take during that particular absence period (usually a calendar year).

Each leave record can be clicked to view further details such as the days on which only a part of the day was booked off.

Requesting leave

<span>Clicking on My Leave takes you to the leave summary page. From here you can view your leave balance and request new leave.</span>&nbsp;<br><br>Click <span><i><b>Record New Absence</b></i><b></b> to create a new leave request.</span>

<span>Select the type of leave you want to request. As a default, CiviHR comes with three types: Leave, Sickness and Overtime.&nbsp;</span>

<span>By default&nbsp;</span><i><b>Annual Leave</b></i><span>&nbsp;is displayed but you can choose from the list of multiple leave types.&nbsp;</span>

<span>There are multiple leave types to choose from. Select the appropriate option for your request. In this example, we are requesting time off for a holiday, so choose </span><span><i><b>Annual Leave</b></i></span>

<span>Now set the duration of your leave. Users can choose from&nbsp;</span><span><i><b>Multiple Days </b></i>or&nbsp;<i><b>Single Day</b></i></span>

Set the duration of your leave request by clicking the&nbsp;<i><b>calendar icon.</b></i><br>

<span>Use the arrow to change the calendar month as needed.</span>

Choose the leave absence start date.&nbsp;<span>In this example, we are requesting leave from the 29th March.</span>

Choose from a full day or half day of leave.<span>In this example, we are requesting leave from the 29th March (Half-Day PM).&nbsp;</span><br>

Click on the <b><i>calendar icon</i></b> to choose when the leave date ends<b><i>.</i></b>

Use the arrow to change the calendar month as needed.<br>

Choose when the leave date ends. From this example its the 5th April. Note that this period includes two public holidays.<br>

<span>Once dates are entered into the fields, leave is automatically calculated. Click&nbsp;</span><i><b>Change</b></i><span><i>&nbsp;</i></span><span>to view the calculation breakdown.</span><br><br>

<span>Note that Public Holiday dates and weekends are automatically excluded from the leave total.<br></span><br><span>In this example, the user has only taken 3.5 days of annual leave due to public holidays and weekends appearing within the duration of their leave.</span>

Click&nbsp;<i><b>Comments</b></i><span>&nbsp;to add additional details to the request.</span><br><br>

<span>For example, users can use the comments section to ask their manager if they can approve the request, removing the need for a separate email explaining the request.&nbsp;</span><br><br>

Click&nbsp;<span class=""><i><b>Add Comment&nbsp;</b></i><b></b>to upload the request.</span>

Click&nbsp;<i><b>Files&nbsp;</b></i><b></b>to upload any documents to the request.<br>

<span>Once all the information is added. click&nbsp;<b><i>Save,</i></b></span><br>

<span>This brings you back to 'My Leave' summary page. Click&nbsp;</span><span><i><b>Calendar</b></i></span>

<span>The calendar tab displays leave requests in a calendar view. You can view your new leave request as soon as it has been saved.<br></span><br><div><p><br></p></div>

Click the filter bar to add different months into the display<i>.</i><br>

Add the relevant month to view your recently submitted request.<br><br>In this example, its&nbsp;<b><i>March</i></b> and <b><i>April</i></b><br>

<span>The request appears in the relevant monthly view against the dates of absence.&nbsp;</span><br><br><span>Note that public holidays appear as green, and the half day is denoted by either an AM or PM sign.&nbsp;</span><br><br>

and <span class=""><i><b>April</b></i></span>

The request appears in the relevant monthly view against the dates of absence.&nbsp;<br><br>Note that public holidays appear as green.<br>