Leave

Configure leave management from the ground up. Each step must be completed in sequence.

1. Add Leave Type

Go to: HR → Leave → Leave Type

Leave types define the categories of leave available in your company — annual leave, sick leave, casual leave, or unpaid leave.

Open Leave Type Form

Navigate to HR → Leave → Leave Type and click New.

Configure the Leave Type

Field	Description
Leave Type Name	Name of the leave (e.g., Annual Leave, Sick Leave)
Maximum Leaves Allowed	Maximum days an employee can take per period
Is Carry Forward	Whether unused leaves roll over to the next period
Is Leave Without Pay	Whether the leave is unpaid
Allow Encashment	Whether unused leave balance can be paid out

Save

Click Save. The leave type is now available in leave policies and leave applications.

Some leave types may already be available by default in the system. Review existing leave types before creating new ones.

2. Define HR Period

Go to: HR → Leave → HR Period

The HR period defines the leave management cycle for your organization — similar to a fiscal year for leave purposes.

Open HR Period Form

Navigate to HR → Leave → HR Period and click New.

Set the Period Dates

Field	Description
Period Name	Descriptive name (e.g., Jan–Dec 2025)
Start Date	First day of the leave year (e.g., 01-Jan-2025)
End Date	Last day of the leave year (e.g., 31-Dec-2025)

Set as Default (Optional)

If this period should be the active period, check the Is Default option. Only one period can be default at a time.

Save

Click Save.

Only one HR period can be set as default at a time. This standardizes leave tracking and policy application for the period.

3. Add Leave Policy

Go to: HR → Leave → Leave Policy

Leave policies define how leave is allocated to employees — specifying allocations per leave type based on company rules.

Open Leave Policy Form

Navigate to HR → Leave → Leave Policy and click New.

Name the Policy

Give the policy a clear name (e.g., Standard Annual Policy, Probation Leave Policy).

Add Leave Allocations

In the Leave Policy Details table, add one row per leave type:

Field	Description
Leave Type	Select the leave type (e.g., Annual Leave)
Annual Allocation	Number of days allocated per year (e.g., 12)

Example:

Leave Type	Annual Allocation
Annual Leave	12 days
Sick Leave	12 days
Casual Leave	6 days

Save

Click Save.

4. Add Holiday List

Go to: HR → Leave → Holiday List

Holiday lists define the official non-working days for your company within a specific time range — usually one year.

Open Holiday List Form

Navigate to HR → Leave → Holiday List and click New.

Set the Holiday List Details

Field	Description
Holiday List Name	Descriptive name (e.g., Holidays 2025, Pakistan 2025)
From Date	Start of the period covered
To Date	End of the period covered

Add Holidays

In the Holidays table, add each non-working day:

Field	Description
Date	The holiday date
Description	Name of the holiday (e.g., Eid ul-Fitr)
Weekly Off	Mark as weekly off if it is a recurring day

You can also use the Add Weekly Offs button to automatically populate recurring weekend days.

Save

Click Save. Assign this holiday list to employees or departments for accurate leave and working day calculations.

5. Add Leave Allocation

Go to: HR → Leave → Leave Allocation

Leave allocation assigns a leave balance to an employee based on the configured leave policy.

Open Leave Allocation Form

Navigate to HR → Leave → Leave Allocation and click New.

Fill in Allocation Details

Field	Description
Employee	Select the employee
Leave Type	Select the leave type to allocate
From Date	Start of the allocation period
To Date	End of the allocation period
New Leaves Allocated	Number of leave days to allocate
Carry Forward	Include any carry-forward balance from previous period

Enable Pro-Rated Calculation (Optional)

If the employee joined mid-year, check Allocate Based on Leave Policy and enable pro-rated leave. The system will calculate the correct balance from the joining date.

Save and Submit

Click Save, then Submit to finalize the allocation. The employee receives an in-app notification once the leave is allocated.

Leave allocation is typically done individually per employee. For bulk allocation, use the Leave Policy Assignment instead.

6. Add Leave Policy Assignment

Go to: HR → Leave → Leave Policy Assignment

Assign a leave policy to employees. This is the recommended way to allocate leave to multiple employees at once.

Open Leave Policy Assignment Form

Navigate to HR → Leave → Leave Policy Assignment and click New.

Fill in Assignment Details

Field	Description
Employee	Select the employee (or leave blank for bulk assignment)
Leave Policy	Select the leave policy to apply
Effective From	Date from which the policy applies
HR Period	Select the active HR period

Enable Pro-Rated Leave (Optional)

Enable Pro-Rated Leave on Assignment to automatically calculate leave balance based on the employee’s joining date.

Assign

Click Assign Leaves. The system creates leave allocations for all applicable leave types in the policy.

Employees receive in-app notifications after a leave policy is assigned to them.

7. Add Leave Application

Go to: HR → Leave → Leave Application

Employees submit leave applications when they are unable to come to work. Once approved, the leave is deducted from the employee’s balance.

Open Leave Application Form

Navigate to HR → Leave → Leave Application and click New.

Fill in Application Details

Field	Description
Employee	Select the employee applying for leave
Leave Type	Select the type of leave (e.g., Sick Leave, Annual Leave)
From Date	First day of leave
To Date	Last day of leave
Half Day	Check if only half a day is being applied
Reason	Brief description of the reason for leave
Leave Approver	The manager or HR person who will approve the leave

Submit

Click Submit to send the application for approval.

Approval Flow


Employee Submits → Leave Approver Reviews → Approved / Rejected

Once approved, the leave is deducted from the employee’s balance and the attendance record is updated. Approved records are also visible in the Leave Ledger.