Attendance & Leave Requests
Attendance (/hrm/attendance)
Attendance is a simple daily log of when each employee worked.
Recording attendance
- Open HRM > Attendance and click + Create.
- Choose the employee.
- Enter the date, the time in and the time out.
- Submit.
The list shows every record with the employee, date, time in and time out. You can edit or delete a record from its row menu.
Leave Types (/leave/types)
Leave types are the categories of time off your business allows, for example Annual Leave or Sick Leave.
- Open Leave Request > Leave Type and click + Create.
- Enter the name.
- Submit.
Leave Requests (/leave/requests)
Creating a request
- Open Leave Request > Leave Request and click + Create.
- Choose the employee and the leave type.
- Enter the start date and the finish date.
- Submit.
The number of days is worked out for you from the two dates (both days count), and the request starts as Pending.
Approving or rejecting
Each request has a status: Pending, Approved or Rejected. Change it from the request's row or edit screen. Changing the dates recalculates the number of days.
| Status | Meaning |
|---|---|
| Pending | Waiting for a decision. |
| Approved | Time off agreed. |
| Rejected | Not agreed. |
Tip: keep the employee's Remaining leave up to date on their record (HRM > Employees). The requests screen records decisions; it does not change the balance by itself.