Leave Management System

User Manual (Self&Mgr)

2

Table of Contents

Introduction ........................................................................................................................... 3

Audience of the document ................................................................................................. 3

Module overview .................................................................................................................. 3

Supervisor Leave Management .......................................................................................... 5

View Subordinate Leave Calendar ................................................................................................. 5

Process Subordinate Leave Application ......................................................................................... 7

Retract Subordinate Leave Application ....................................................................................... 10

Employee Leave Management ......................................................................................... 13

Apply Leave ...................................................................................................................................... 13

Track Leave Application .................................................................................................................. 14

Track Leave Balance ....................................................................................................................... 18

View Holiday List ............................................................................................................................... 19

View Leave History ........................................................................................................................... 20

3

Leave Management System (LMS) Module

Introduction This document form part of several manuals that were published as user’s guide to effectively use the

TalentOz. Leave Management System (LMS) Module User Manual is intended as a complete guide for

all employees and managers users whose works are related to LMS Module. LMS Module allows the

normal user to apply leave, track leave request, view leave balance and view past leave history. The

module also has the ability to send notifications on pending leave approvals and allows you to

record, track leave and view leave history.

This manual serves as a starter’s guide for each employee to be familiarized with the basic and

frequently used TalentOZ functionalities. It is a must for new users and newly hired employees to read

this manual in order to immediately access pertinent information.

Users need not to be technically knowledgeable to use the TalentOz. The least minimum requirement

is for user to be able to comprehend what is written in this manual and the ability to correlate the

instructions with the actual system. It is preferable to read this manual while the user is logged-in to the

system in order to clearly grasp the idea or instruction and see the TalentOZ in action.

Audience of the document This document is intended as a complete guide for HR administrative, Supervisors and normal

employees. By reading this guide, you will learn how to use through the elements of the graphical user

interface and what's behind some of the advanced features that are not always obvious at first sight.

It will hopefully guide you around some common problems that frequently appear for users of.

Module overview This module maintains all relevant information related to Leave Management System (LMS), including

leave settings configuration, leave application and leave approval process.

The functionality of the Module differs depending on the rights of the user.

Supervisor can:

Approve / Reject leave request

Track Leave Request

4

View Subordinate Leave History

Employee can:

Apply for leave

Track Leave Request

View leave balance

View past leave History

5

Supervisor Leave Management

View Subordinate Leave Calendar To view subordinate leave calendar, click on the Leave Management menu. Leave management

dashboard page will get as shown in the figure.

6

Leave Calendar available in Leave dashboard displays the leave in two tabs namely; My Leave, and

Team Leave as shown in the figure.

Team Leave displays the subordinates leave for the selected months as displayed in the above figure.

7

Process Subordinate Leave Application To process subordinate leave, click on the Leave Management menu. Leave management

dashboard page will get as shown in the figure.

8

The leave approval section displays the subordinates leave request which are pending for approval

as shown in the figure.

To approve the leave directly from the leave approval section, click on icon the leave gets

approved.

To view the leave details and approve click on icon, corresponding leave form will get displayed

as shown in the figure.

9

Verify the leave request details.

Enter the approval comments and click on button to approve the leave application

else click on button.

10

Retract Subordinate Leave Application To retract subordinate leave, click on the Leave Management menu. Leave management

dashboard page will get as shown in the figure.

Click on the Leave List tile available in the leave dashboard. Leave Form will get displayed. By default

My Leave List tab details will get displayed, click on the Team Leave List, Team Leave List details will

get displayed as shown in the figure.

11

To view the leave details and approve click on icon, corresponding leave form will get displayed

as shown in the figure.

12

Click on button, the form will get retracted and then you can proceed with the process

of approval.

13

Employee Leave Management

Apply Leave To apply leave for a leave, click on the Leave Management menu. Leave management dashboard

page will get as shown in the figure.

Click on the Apply Leave tile available in the leave dashboard. Leave Form will get displayed as

shown in the figure.

14

Fill in the leave application with necessary details and click on button. Leave Application

will be sent for manager approval.

Track Leave Application To track leave application, click on the Leave Management menu. Leave management dashboard

page will get as shown in the figure.

15

Click on the Leave List tile available in the leave dashboard. Leave Form will get displayed as shown

in the figure.

16

This page shows your leave application status, to edit your submitted leave click on icon. Leave

Form page will get displayed as shown in the figure.

17

Click on button and modify your leave application if required.

18

Track Leave Balance To track leave application, click on the Leave Management menu. Leave management dashboard

page will get as shown in the figure.

In the leave dashboard, My Leave section displays your leave balance.

19

View Holiday List To view holiday leave application, click on the Leave Management menu. Leave management

dashboard page will get as shown in the figure.

Click on the Holidays tile available in the leave dashboard. Holiday page will get displayed as shown

in the figure.

20

This page shows the list of holidays available in the system.

View Leave History To view leave history, click on the Leave Management menu. Leave management dashboard page

will get as shown in the figure.

21

In the leave dashboard, Leave History section displays your leave balance.