# Leave Request

<p class="doc-lead">Leave Request lets employees apply for leave and managers approve or reject applications. Approved leave updates attendance and deducts from the employee's leave allowance when paid leave is used.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<span class="doc-toc-group-title">Getting started</span>
<div class="doc-toc-links">
<a href="#/hr/leave-request?id=overview">Overview &amp; List View</a>
<a href="#/hr/leave-request?id=quick-start">Quick Start</a>
</div>
</div>
<div class="doc-toc-section">
<span class="doc-toc-group-title">Form reference</span>
<div class="doc-toc-links">
<a href="#/hr/leave-request?id=header-fields">Header Fields</a>
<a href="#/hr/leave-request?id=eligibility">Check Eligibility</a>
</div>
</div>
<div class="doc-toc-section">
<span class="doc-toc-group-title">More</span>
<div class="doc-toc-links">
<a href="#/hr/leave-request?id=actions-status">Actions &amp; Status</a>
<a href="#/hr/leave-request?id=view-tabs">View Tabs</a>
<a href="#/hr/leave-request?id=best-practices">Best Practices</a>
<a href="#/hr/leave-request?id=faq">FAQ</a>
<a href="#/hr/leave-request?id=related">Related</a>
</div>
</div>
</div>

<hr class="doc-section-divider">

<h2 id="overview">Overview &amp; List View</h2>

The Leave Request list shows all leave applications with employee, leave type, dates, and status. Use quick filters to narrow results or advanced filters for detailed searches.

<img src="hr/images/leavelist.webp" alt="Leave Request list" loading="lazy">

<b>Quick filters</b>

| **Filter** | **Description** |
|------------|-----------------|
| Default | All requests except Cancelled. |
| Approved | Approved requests only. |
| Draft | Draft requests only. |
| Cancelled | Cancelled requests only. |

<b>Advanced filters</b>

Leave type, Leave Requested From, Employee, Status, Request range, Created date.

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Id | Record ID. |
| Employee | Employee who submitted the request. |
| Leave type | Type of leave (e.g. Annual, Sick). |
| From Date | Leave start date. |
| To Date | Leave end date. |
| Half day | Whether the leave is a half day. |
| Requested From | Paid leave or Unpaid Leave. |
| Created date | When the request was created. |
| Status | Current status. |

<b>List row actions</b>

| **Action** | **Available when status is** |
|------------|------------------------------|
| Edit | Draft, For Revisal |
| Delete | Draft, For Revisal |
| View | All statuses |

<hr class="doc-section-divider">

<h2 id="quick-start">Quick Start — Create a Leave Request</h2>

<h3>1. Navigate</h3>
Go to <b>HRMS → Leave Request</b>.

<h3>2. Create new request</h3>
Click <b>New</b>.

<img src="hr/images/leave-request-new.webp" alt="New Leave Request" loading="lazy">

<h3>3. Fill in details</h3>
<ul>
<li>Select <b>Employee</b>, <b>Leave Type</b>, and <b>Leave Requested From</b> (Paid leave or Unpaid Leave).</li>
<li>Enter <b>From Date</b> and <b>To Date</b>.</li>
<li>Check <b>Half day leave</b> if applicable.</li>
<li>Enter <b>Reason for leave</b>.</li>
</ul>

<h3>4. Save</h3>
Click <b>Save</b> to keep as <b>Draft</b>, or open the saved request and click <b>Approve</b> to approve immediately.

<hr class="doc-section-divider">

<h2 id="header-fields">Header Fields Reference</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Employee * | Employee applying for leave. |
| Leave Type * | Type of leave. Configured in <a href="#/hr/leave-type">Leave Type</a>. |
| Leave Requested From * | <b>Paid leave</b> or <b>Unpaid Leave</b>. |
| From Date * | First day of leave. |
| To Date * | Last day of leave. |
| Half day leave | Check if the leave is for half a day only. |
| Reason for leave | Justification or details for the leave. |

<b>View-only fields</b>

| **Field** | **Description** |
|-----------|-----------------|
| Leave Granted From | How leave was actually granted (paid/unpaid) after approval. Calculated from leave allowance balance. |

<hr class="doc-section-divider">

<h2 id="eligibility">Check Eligibility</h2>

On a Draft leave request, click the eligibility icon in the view toolbar to open the <b>Leave eligibility</b> modal. It shows:

<ul>
<li><b>Total available vs requested</b> — whether the employee has enough balance.</li>
<li><b>Sufficient balance</b> or <b>Insufficient balance</b> indicator.</li>
<li>Annual entitlement and balance breakdown by leave type.</li>
</ul>

Use this before approving to avoid over-drawing leave allowance.

<hr class="doc-section-divider">

<h2 id="actions-status">Actions &amp; Status</h2>

<h3>View toolbar actions</h3>

| **Action** | **Description** | **Available when status is** |
|------------|-----------------|------------------------------|
| Approve | Finalizes the leave request. | Draft |
| Edit | Opens for editing. | Draft, For Revisal |
| Delete | Permanently removes the request. | Draft, For Revisal |
| Clone | Creates a copy. | All (if permitted) |
| Check Eligibility | Opens leave balance check. | Draft |

<h3>More menu (⋮) actions</h3>

| **Action** | **Description** | **Available when status is** |
|------------|-----------------|------------------------------|
| Cancel | Cancels an approved request. Reverts leave allowance usage for paid leave. | Approved, Closed |
| Add/Update Note | Adds or edits an internal note. | All |
| Print | Prints the leave request. | All |

<h3>Statuses</h3>

| **Status** | **Description** |
|------------|-----------------|
| Draft | Saved but not yet approved. Can be edited or deleted. |
| Approved | Leave is finalized. Attendance is updated for the leave period. |
| For Revisal | Sent back for changes. Treated like Draft for edit and delete. |
| Cancelled | Request has been cancelled. |

<hr class="doc-section-divider">

<h2 id="view-tabs">View Tabs &amp; Side Panels</h2>

| **Tab** | **What it shows** |
|---------|-------------------|
| Notes | Internal notes on the leave request. |

<hr class="doc-section-divider">

<h2 id="best-practices">Best Practices</h2>

<ul>
<li>Check eligibility before approving paid leave to confirm sufficient balance.</li>
<li>Ensure <a href="#/hr/leave-allowance">Leave Allowance</a> is configured for the employee before approving paid leave.</li>
<li>Use <b>Half day leave</b> for partial-day absences to keep attendance accurate.</li>
<li>Cancel approved leave promptly if plans change — this reverts leave allowance usage for paid leave.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<b>What is the difference between Leave Requested From and Leave Granted From?</b><br>
<b>Leave Requested From</b> is what the employee selects (Paid or Unpaid). <b>Leave Granted From</b> is calculated on approval based on actual leave allowance balance — if balance is insufficient, part of the leave may be granted as unpaid.

<b>Can I edit an approved leave request?</b><br>
No. Cancel the approved request and create a new one, or use For Revisal if the request was sent back.

<b>Does approving leave update attendance automatically?</b><br>
Yes. Approved leave marks the corresponding dates with leave status in attendance.

<b>What is Check Eligibility?</b><br>
Compares requested days against leave allowance balance before approval — warns if insufficient paid leave remains.

<b>Can an employee cancel their own approved leave?</b><br>
Typically requires HR or manager to cancel on the web — cancellation reverts allowance usage and attendance marks.

<b>What is For Revisal status?</b><br>
Approver sent the request back for correction — employee or HR edits and resubmits for approval.

<b>Does leave affect payroll LOP?</b><br>
Unpaid leave days count toward LOP on pay run when attendance-based salary calculation is enabled in payroll.

<b>Can I mark half-day leave?</b><br>
Yes when leave type and request form support half-day — attendance shows HD leave status for that date.

<hr class="doc-section-divider">

<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/hr/leave-type">Leave Type</a> — configure leave types.</li>
<li><a href="#/hr/leave-allowance">Leave Allowance</a> — employee leave balance and accrual.</li>
<li><a href="#/hr/reports/leave-allowance-credit-report">Leave Credit Report</a> — posted credits by accrual period.</li>
<li><a href="#/hr/reports/employee-wise-leave-request-report">Employee Wise Leave Request Report</a> — leave summary by employee.</li>
<li><a href="#/hr/hrms-settings">HR Settings</a> — configure direct leave marking and accrual rules.</li>
</ul>
