Leave Management Guide
Follow this guide to efficiently add new employees to your Attendance Keeper account. This step-by-step process ensures that all relevant employee details are properly recorded.
Guide for Employees: How to Apply for Leave
- Login to Attendance Keeper: Start by logging into your Attendance Keeper account.
- Navigate to the ’Leaves’ Section: From the left-hand menu, click on ’Leaves’. This will open the Leave Application page, where you can see details like total leave days, approval rates, and employees currently on leave.
- Click on ’Apply for Leave’: In the top-right corner, click on the ’Apply for Leave’ button. This will open the leave request form.
- Choose the Leave Type: In the form, select the leave type that applies to your request: Vacation Leave, Sick Leave, or Personal Leave. If these do not apply, you can select Custom and provide a specific leave type.
- Pick the Date(s): Use the date picker to select the start and end dates for your leave. If it’s a one-day leave, just choose the same date for both start and end.
- Provide a Reason: Enter the reason for your leave in the provided text box. Be as specific as possible to ensure clarity.
- Submit Your Request: Once everything is filled out, click ’Submit’ to send your request. You will see a confirmation that your request has been submitted and is pending approval.
Guide for Managers: How to Review and Manage Leave Requests
- Login to Attendance Keeper: Start by logging into your Attendance Keeper account as a manager.
- Navigate to the ’Leaves’ Section: From the left-hand menu, click on ’Leaves’. This will take you to the Leave Application page, where you can see all the leave requests submitted by employees under your supervision.
- View Pending Leave Requests: You’ll see a list of all leave requests, including details such as the employee name, leave type, and reason for the request. Pending requests will be marked accordingly.
- Review a Leave Request: To review a request, click on the ’Action’ button next to the employee’s name and choose ’View’. This will open a detailed view of the leave request.
- Check Leave Allowance and History: In the detailed view, you can see the employee’s total leave allowance, how many days they have consumed, and how many days they have left.
- Approve or Reject the Leave Request: Based on the provided information, you can either approve or reject the request by clicking the ’Approve’ or ’Reject’ buttons. Once you’ve made a decision, the employee will be automatically notified.
- Manage Multiple Requests: You can manage multiple leave requests at once by going through the list and repeating the actions for other pending requests.
Additional Tips for Leave Management
- Filtering Leave Requests: Managers can filter leave requests by employee name, leave type, or date range to find specific requests faster.
- Leave Summary: Both employees and managers can view the total leave days, employees currently on leave, and the average leave duration directly from the Leave Application page.
Conclusion
With these simple steps, you can easily manage your employees’ information in Attendance Keeper.