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Daily Management of Leave Application
Daily Management of Leave Application

As a HR, how to manage all employees' leave applications more effectively in Workstem?

Josephine avatar
Written by Josephine
Updated over a week ago

You can manage all employees' leave applications uniformly through Leave Application module in the web portal.

  • Look up all leave application records

  • Approve leave application

  • Add new leave application: leave compensation or dealing with special leave types

  • Edit Leave application

  • Delete Leave application

Look Up Leave Application

Go to the page of [Leave Application], there are 10 pieces of record in one page by default. You can click the button in the bottom right corner to change the number of showed records. To find some specific types of leave applications, you can click the button [Filter] to filter quickly.

The status of leave application includes:

  • Pending (Employee apply leave application through the mobile App)

  • Approved (The leave application has been approved)

  • Denied (Supervisor declined the leave application)

  • Canceled (This is the status when employee successfully canceled his or her leave application)

  • Deleted (This is the status when employee successfully deleted his or her leave application)

You can double click the leave application or click [View] at the far right, and get into the page of leave application detailed information:

  1. Basic Information (Name, Position, Department, Staff No., Joined Date)

  2. Leave Application information (Leave Type, Duration, Date, Time, Duration)

  3. Calendar (show leave application time in the form of calendar)

  4. The overview of employee's leave balance (Leave Type, available quota)

  5. Approver and approval workflow

  6. Activity Log (all operation records of this leave application)

  7. Attachment and Notes

Approve Leave Application

Supervisor can approve the subordinate's leave application directly on the mobile App. HR/company administrator also can deal with leave application on the back-end by clicking [Agree] or [Disagree] in leave application list or details page.

  • Agree, the leave application status will turn to [Approved]

  • Disagree, the leave application status will turn to [Denied]

Leave Application List:

Leave Application Details Page:

Add New Leave Application

For some leave types with setting that employee cannot apply for, or leave application record compensation, HR can input them into the system directly. Click the blue button [+ New] on the upper right hand corner, input basic information in the pop-up page [New Leave Application], and save.

Notice⚠️ :

  1. The status of leave application inputted by HR is [Approved] by default, and there's no need for others' approval any more.

  2. The leave quota deducted from the leave balance will be recorded in the leave balance record

Edit Leave Type

The leave type can be changed even after approval. You can go to the leave application details page, change the leave type accordingly and save.

Notice ⚠️: After you changed the leave type, the deducted quota of previous leave type will be reinstated and quota of the new leave type will be deducted.

Delete Leave Application

If the employee submitted leave application and been approved, but he or she didn't take the time off, the the leave application could be deleted.

Records of deleted leave application remain in the system. Locate the leave application required to be deleted > click the grey button at the right end of the bar > click [OK]

After you delete it successfully, the status of leave application will turn to [Deleted] and the previously deducted leave quota will be reinstated automatically in the system.

Read More

  • Settings of Special Leave Types

  • Management of Leave Balance

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