FAQ

How to configure holidays based on locations?

You must add locations to your organization before configuring Holidays.

Add multiple locations

  1. Go to 'Setup' at the top of the page.
  2. Under Organization Settings, click 'Manage Locations'.
  3. Click 'Add Location'.
  4. Specify the location name, mail alias, country and description.
  5. Click 'Save'

After adding locations to your organization, you need to group your employees based on their location. Please follow the steps below to map locations to your organization employees.

Map location to employees

  1. Go to the 'Organization' tab and click 'Employee' form.
  2. Edit a specific employee record.
  3. Map respective location in the 'Location' field.
  4. Save the record.
  5. Repeat the same steps and map location to other employees.

Alternatively, you can also import the employee records for updating the location value.

Configure Holidays based on Location.

  1. Log in as Administrator.
  2. Go to 'Setup' at the top of the page.
  3. Click 'Holidays' under 'Calendar & Holiday Settings'.
  4. Click 'Add Holiday'.
  5. Name the holiday, select the holiday date and the location.
  6. Save the record.

Now the leave records applied on a holiday will be validated against the location of the employee.

Can Admin generate leave report for employees?

Yes, admin can generate leave report for organization employees. Follow the steps below to generate leave reports.

  1. Go to the 'Leave Tracker' tab at the top of the page.
  2. Click 'Reports'.
  3. Specify the name of the employee and the time period for which you want to generate the leave report.
  4. Click 'Search'.

What is the purpose of the 'Day Leave Report'?

Day leave report gives you the list of employees who are out of the office.

How do I apply half-day leave?

You need to first enable the 'Half-day leave' option in the 'Leave Settings' page, in order to make it available for your employees to apply for half-day leave. Please follow the steps below to enable half-day leave.

Enable 'Half-day leave' option

  1. Log in as Admin.
  2. Go to 'Leave Tracker' tab.
  3. Click 'Manage Leave Type' under 'Leave Settings'.
  4. To add a new leave type, click ' Add Leave Type'.
  5. To edit an existing leave type, hover mouse pointer over the specific leave type and click the 'Edit' (pencil) icon.
  6. Scroll down and go to 'Leave Restrictions'.
  7. Click Expand/Collapse icon to view the list of leave restrictions.
  8. Enable the option 'Provide Half Day Option for this Leave Type'.
  9. Click 'Save'.

Apply half-day leave

  1. Go to the 'Leave Tracker' tab at the top of the page.
  2. Go to 'Leave View' and click 'Apply Leave'.
  3. Fill in all the details.
  4. Select the date from the Calendar.
  5. Selected date(s) will be displayed. Select the check box 'Half Day' for a particular date as shown in the image below.

Note:

  • You can apply half-day leave only when this option is enabled for that particular leave type.

How do I view monthly leave records of my employees?

  1. Go to the 'Leave Tracker' tab at the top of the page.
  2. Go to 'Reports' and click 'Leave Applications'.
  3. Select the month, year and the leave status to filter out the employee leave records.
  4. Click 'Search'.
  5. To export monthly leave records of employees, click the 'Export' button at the top right of the page.
  6. You can export the leave records in XLS, CSV and TSV formats.

Can I customize a specific leave type for an individual employee?

Yes, you can customize a specific leave type for each individual based on the requirements. Please follow the steps below to do so.

  1. Log in as Admin
  2. Go to 'Leave Tracker' tab and click 'Settings'.
  3. Click 'Customize Leaves'.
  4. Click 'Add Employee Based Leave'.
  5. Enter the employee name and click 'Search'.
  6. Customize the required leave type.
  7. Click 'Update'.

How do I import/export leave records?

Please follow the steps below to import leave records.

  1. Log in as Admin.
  2. Go to 'Leave Tracker' tab and click 'Settings'.
  3. Click 'Import'.
  4. Choose the file from your computer. The file should be in XLS or CSV format.
  5. Click 'Import File'.

Please follow the steps below to export leave records.

  1. Go to the 'Leave Tracker' tab at the top of the page.
  2. Go to 'Leave View' and click the 'Export' button at the right side of the page.
  3. Export the leave records in XLS, CSV and TSV formats.

How do I configure 'Approver' for the leave form?

      1. Log in as Admin
      2. Go to 'Setup' at the top of the page.
      3. Click 'Approvals' under 'Automation'.
      4. Click 'Add Approval'.
      5. Select 'Leave' form from the drop down list.
      6. Name the Approval process.
      7. Choose single-level Approver or Multi-level Approvers. To learn more about Multi-level Approval process, click here.
      8. Configure the template message.
      9. Click Save.

Can I configure Approval process for a specific leave type?

Yes, you can configure approval process based on different criteria. Please follow the steps below to do so.

  1. Login as Admin.
  2. Go to 'Setup' at the top of the page.
  3. Click 'Approvals' under 'Automation'.
  4. Click 'Add Approval'.
  5. Select 'Leave' form from the drop down list.
  6. Click 'Set Criteria'.
  7. Configure the Criteria sections as you require.
  8. Configure single-level Approver or Multi-level Approvers. To learn more about Multi-level Approval process, click here.
  9. Configure the template message.
  10. Click Save.

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