FAQ

How to configure holidays based on locations?

  1. Login as Administrator.
  2. Click Setup > Holidays under Calendar & Holiday Settings > Add Holiday.
  3. Provide Holiday Name and select Holiday Date.
  4. Click Add to map the location and provide Remarks if needed.
  5. Click Save. Learn more about holiday configuration.

After adding locations to your organization, you need to group your employees based on their location. To map location to employees:

  1. Click Organization > Employee.
  2. Select location from the Location drop-down list.
  3. Click Save.

Can admin generate leave report for employees? How?

Yes, admin can generate leave report for organization employees. Learn more about leave reports.

  1. Log in as administrator.
  2. Click Leave Tracker > Reports > Leave Chart > Day or Hour.
  3. Under Filter by, provide Employee Name, select period from Choose leave year drop-down list and select Leave Status from the drop-down list.
  4. Click Search.
  5. Leave balance report, Leave Chart, Leave Applications and Roll over History can be viewed for the specific employee.

What is the purpose of the day leave report and how do I apply half-day leave?

Day leave report gives you the list of employees who are out of the office. You need to first enable Half-day leave in the Leave Settings page.

  1. Log in as administrator.
  2. Click Leave Tracker > Manage Leave Type under Leave Settings > Add Leave Type.
  3. To edit an existing leave type, hover mouse pointer over the specific leave type and click Edit icon.
  4. Scroll down and click expand icon in Leave Restrictions.
  5. Enable Provide Half Day Option for this Leave Type.
  6. Click Save. Learn more about day leave report.

To apply for half-day leave:

  1. Click Leave Tracker > Leave View > Apply Leave.
  2. Provide all the details.
  3. Select the date from the calendar and click Half Dayfor a particular date as shown in the image below.

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. Learn more about customization of leave type.

  1. Log in as administrator.
  2. Click Leave Tracker > Settings > Customize Leaves > Add Employee Based Leave.
  3. Provide the email ID of the employee and click Search.
  4. Employee's all leave types will be listed.
  5. Change the leave count of a specific leave type.
  6. Click Update.

Note:

  • Changing the leave count of a specific leave type for an employee will not affect the leave count of other employees in the organization.

How do I import/export leave records?

To import leave records:

  1. Log in as administrator.
  2. Click Leave Tracker > Settings > Import Leave.
  3. Click Browse and choose the file to be imported from your computer.
  4. Click Import File.

To export leave records:

  1. Log in as administrator.
  2. Click Leave Tracker > Leave View > Export.
  3. You can export the leave records in XLS, CSV and TSV formats.

How do I configure approver for the leave form?

  1. Log in as administrator.
  2. Click Setup > Approvals under Automation > Add Approval.
  3. Select Leave form from the drop-down list.
  4. Click Set Criteria to configure according to the requirements.
  5. Provide name for the approval process.
  6. Choose single-level approver or multi-level approvers. Learn more about multi-level approval process.
  7. Configure the template message.
  8. Click Save.

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