Leave Mgmt
This guide walks through each screen in the Leave Mgmt menu of the HR module: Dashboard, My Requests, Manager Approvals, HR Approvals, Allocations, TOIL, Encashment, Balance Summary, Leave Register, Team Calendar, Leave Types, Leave Policies, Holiday Calendars.
Dashboard
Where to find itHR → Leave Mgmt → Leave → Dashboard
How to use Dashboard
- 1Open Dashboard
In the HR module, open Leave Mgmt in the green navigation bar, then choose Dashboard under Leave.
- 2Use the available actions
Buttons available on this screen: Xetuu HR, My History, Apply for Leave, View calendar, View all, Manage.
My Requests
Where to find itHR → Leave Mgmt → Leave → My Requests
How to use My Requests
- 1Open My Requests
In the HR module, open Leave Mgmt in the green navigation bar, then choose My Requests under Leave.
- 2Use the available actions
Buttons available on this screen: Leave, Apply for Leave.
Manager Approvals
Where to find itHR → Leave Mgmt → Leave → Manager Approvals
How to use Manager Approvals
- 1Open Manager Approvals
In the HR module, open Leave Mgmt in the green navigation bar, then choose Manager Approvals under Leave.
- 2Use the available actions
Buttons available on this screen: Leave, HR Final Approvals 0.
HR Approvals
Where to find itHR → Leave Mgmt → Leave → HR Approvals
How to use HR Approvals
- 1Open HR Approvals
In the HR module, open Leave Mgmt in the green navigation bar, then choose HR Approvals under Leave.
- 2Use the available actions
Buttons available on this screen: Leave, Manager Approvals 0.
Allocations
Where to find itHR → Leave Mgmt → Leave → Allocations
How to use Allocations
- 1Open Allocations
In the HR module, open Leave Mgmt in the green navigation bar, then choose Allocations under Leave.
- 2Use the available actions
Buttons available on this screen: Leave, Bulk Allocate, Apply Policy, Add Single, Apply Policy to Employee.
TOIL
Where to find itHR → Leave Mgmt → Leave → TOIL
How to use TOIL
- 1Open TOIL
In the HR module, open Leave Mgmt in the green navigation bar, then choose TOIL under Leave.
- 2Use the available actions
Buttons available on this screen: Leave, Log TOIL Entry.
Encashment
Where to find itHR → Leave Mgmt → Leave → Encashment
How to use Encashment
- 1Open Encashment
In the HR module, open Leave Mgmt in the green navigation bar, then choose Encashment under Leave.
- 2Use the available actions
Buttons available on this screen: Leave, New Encashment Request.
Balance Summary
Where to find itHR → Leave Mgmt → Reports → Balance Summary
How to use Balance Summary
- 1Open Balance Summary
In the HR module, open Leave Mgmt in the green navigation bar, then choose Balance Summary under Reports.
- 2Review the list
The list shows these columns: EMPLOYEE, EMPLOYEE NAME, DEPARTMENT. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Leave, Download Excel, Refresh Preview.
Leave Register
Where to find itHR → Leave Mgmt → Reports → Leave Register
How to use Leave Register
- 1Open Leave Register
In the HR module, open Leave Mgmt in the green navigation bar, then choose Leave Register under Reports.
- 2Review the list
The list shows these columns: EMPLOYEE, LEAVE TYPE, FROM, TO, DAYS, APPLIED, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Leave, Export CSV, Filter, Clear.
Team Calendar
Where to find itHR → Leave Mgmt → Reports → Team Calendar
How to use Team Calendar
- 1Open Team Calendar
In the HR module, open Leave Mgmt in the green navigation bar, then choose Team Calendar under Reports.
- 2Use the available actions
Buttons available on this screen: Leave.
Leave Types
Where to find itHR → Leave Mgmt → Configuration → Leave Types
How to use Leave Types
- 1Open Leave Types
In the HR module, open Leave Mgmt in the green navigation bar, then choose Leave Types under Configuration.
- 2Use the available actions
Buttons available on this screen: Leave, New Leave Type, Enabled, Delete.
Leave Policies
Where to find itHR → Leave Mgmt → Configuration → Leave Policies
Detailed steps for this screen are being generated from the running application.
Holiday Calendars
Where to find itHR → Leave Mgmt → Configuration → Holiday Calendars
Detailed steps for this screen are being generated from the running application.