NOTE
Admins can view leave records for all employees, while leaders can access the leave records of employees in their assigned management groups.
1. Viewing Leave Records via Dashboard
Viewing All Records
- Go to Dashboard > Leave.
- Click the [Leave Records] tab.
- Select [All] to view usage records for all types of leave.
- Choose between Timeline View or Cumulative View to review the data.
- Timeline View:
- This view shows the number of employees who used leave on specific dates and provides trends over time.
- A chart is provided showing the number of employees who used leave, are scheduled to take leave, or have pending leave requests on specific dates.
- Used: Leave that has been reflected in the schedule for today or past dates.
- Scheduled: Leave reflected in the schedule for future dates.
- Pending: Leave requests awaiting approval.
Cumulative View
In this view, you can see: The total number of employees who took leave during the selected period, The total leave days used, The average leave days per employee, and Detailed leave usage for individual employees, including the number of days used for specific leave types.
Viewing Records by Specific Leave Type
- Navigate to Dashboard > Leave.
- Click the [Leave Records] tab.
- Select a specific leave type (e.g., annual leave) to view detailed records for that type.
- Choose between Timeline View, Cumulative View, or Granted Leave Days to review the records.
Basic Leave Information Section
- Displays the basic details of the leave type, such as title, description, usage policy, and approval stages, as entered during setup.
- The [Edit] button is visible only to admins and links to the leave type settings page.
Timeline View
- As in the All Records view, the timeline tab provides a chart of leave usage trends and records for the selected leave type.
Cumulative View
- As in the All Records view, you can see the total number of employees who used the leave type, the total leave days used, and the average leave days per employee.
Granted Leave Days
- This tab is displayed only for leave types with pre-allocated days.
- It shows the number of days granted, used, scheduled, pending, and remaining for each employee.
- If advanced leave ([Advanced Leave]) is used within the period, it will be marked in the relevant column.
Viewing Leave Records by Employee
- Go to Dashboard > Members > Manage members
- Select the desired employee to access their detailed information page.
- Click the [Leave Records] tab.
- View the employee’s leave usage during the selected period:
- All Leave Usage Records : Displays the total number of leave days used during the selected period and breaks it down by leave type for a comprehensive overview.
- Leave Records By Leave Type:
- Leave Records: Shows total days used, scheduled days, and pending requests for each leave type.
- Granted Leave Days: Displays granted days, used days, scheduled days, pending days, and remaining days for each usage period.
2. Viewing Leave Records via App
Viewing All Records
- On the Leader Mode home screen, tap the menu icon in the bottom-right corner.
- Select [Leave].
- View the leave records of managed employees for the selected period (monthly).
- Tap an employee’s card to see detailed information, including leave usage and remaining days.
