To manage the leaves, go to Attendance > Leave, from the left side panel.

Leave Policy

Before you ask employees to apply for leave, you need to create the Leave Policy. Click on the settings icon to create/edit the leave policy.

This will take you to the leave policy. For creating the leave policy for your organization, you need to create a leave period & leave type.

Go to "Leave Period". Click on "+ Add Leave Period". Select the duration you want for the leave period. For most organizations, it will likely be the calendar year or the fiscal year.

Go to "Leave Type". Click on "+ Add Leave Type" to add a leave type. It can be casual leave, earned leave, sick leave, etc. You can add any custom leave type from here. Give it a name & choose a color. You can also add a description for that leave type.

You can add more types by clicking on "+ Add Leave Type". You can also edit using the edit/delete buttons on the right.

Now, go to "Leave Policy" and click on the "Create Your First Policy" button.

It will open a pop-up. Now, select the leave type, give it a name, and choose the number of days for this leave type. You can also choose whether to allow a negative balance, require approval, and if leave can carry over to the next leave period.

Go over these carefully, and then click on the "Create Leave Policy" button to create it.

Now, assign members to this Leave Policy.

Requesting Time Off

Employees need to click on the "+ Request Time Off" button to apply for leave. To request time off, they'd enter if it was a full day/half day and then the start & end date and give a reason for submitting the request.

Approval

If any employee has requested leave, you will see a number in the "Approvals" section. Click on the check mark ✅ or ❌ button to approve or reject.

After approving, it will move to the "Approved" tab.

If you want to revert the approval, click on the circular arrow icon to restore to pending.