Leave Management — User Guide

Enable Employees first, then install Leave Management from Marketplace (free). Nav appears under HR.

Leave types

Admins (and workspace owners) manage leave types. Staff and managers can view types when submitting requests, but cannot create or edit them.

1. Create types such as Annual Leave or Sick Leave with a unique code.
2. Set whether the leave is paid, the annual allowance, and whether the type is active.
3. Inactive types stay in history but should not be used for new requests.

Balances

Admins (and workspace owners) manage entitled balances. Staff see only their own balances; managers can view balances when reviewing leave.

1. Upsert a balance for an employee + leave type + calendar year.
2. Set entitled days (and optional used); remaining is kept in sync (entitled − used).
3. Approving a leave request increases used (and decreases remaining) for that year.

Who can submit

Role	Create / submit
Staff	Own linked active employee only
Manager	Own linked active employee only
Admin / Superadmin	Any employee

Staff lists show only their own requests. Managers and admins see everyone’s requests so they can review pending items.

Leave requests

1. Create a draft request with leave type and start/end dates (days default from the inclusive date span when omitted). Non-admins are locked to themselves.
2. Submit moves the request to pending.
3. Approvers with leave-management.approve can Approve or Reject:
   • Reject requires review notes.
   • Approve lets you choose Deduct salary (default: deduct when the leave type is unpaid). Overriding that default requires review notes.
4. Drafters can Cancel their own draft or pending requests (admins may cancel for others).
5. Only drafts are editable; soft-deleted requests can be restored when permitted.

Workflow

draft → pending → approved | rejected
draft | pending → cancelled

Approved, rejected, and cancelled are terminal.

Payroll note

When Payroll is installed, approved leave with Deduct salary reduces that employee’s pay-run net (legacy approved rows without the flag treat unpaid types as deductible).

Ask EloSync

With AI Assistant and Leave Management installed, Approvers can ask about a leave request or pending queue, then confirm suggested approve / reject actions. Reject requires review notes; approve may require notes when overriding salary deduction. See AI Assistant.