Leave request to balance

Step by step

1. Prepare Employee

   Employee selects the inclusive dates, leave type and permitted fractions. Resolve the effective work schedule, calendar and leave policy for each date. A full scheduled working day counts as one day, including part-time schedules; partial absence uses the fraction of that day’s hours. Nonworking dates contribute zero, and cross-year requests use the appropriate balances.

   • Calculate the eligible daily request
   • Updates Leave requests, Leave days, Work schedules, Work calendars, Leave policies

2. Submit Employee

   Employee submits the complete daily breakdown. The action checks eligibility, overlaps and available or expressly authorized advance capacity, then reserves all affected fractions together. Missing or conflicting policy blocks submission. Submitted and approved future days both remain pending, so another request cannot spend the same time while a decision is outstanding.

   • Reserve eligible fractions atomically
   • Updates Leave requests, Leave days, Leave balances, Leave entries

3. Approve leave Manager or HR Manager

   The assigned independent Manager reviews routine requests when policy permits; HR Manager reviews designated types and escalations. The actual reviewer must differ from the employee and request preparer. Approval retains the existing reservation without another deduction. Rejection releases only unused reserved fractions through the original contribution identity.

   • Decide the request while preserving its reservation
   • Updates Approval decisions, Leave requests
   ApprovalA person approves before the work moves on.

4. Record absence Employee or Manager

   Employee or Manager confirms elapsed daily absence according to the approved policy. An explicitly configured elapsed-day rule may supply that factual confirmation. Each accepted fraction moves from pending to taken once; the whole future interval cannot become taken on its first day. A related employment leave-of-absence change follows separate lifecycle approval.

   • Transfer confirmed elapsed fractions into taken time
   • Updates Leave days, Leave entries, Leave balances

5. Cancel unused leave Manager or HR Manager

   Employee requests cancellation of remaining unused time. The assigned Manager or HR Manager confirms the exact current fractions under policy and independent-person checks. The release cannot include days already taken, another request’s reservation or another year’s earnings. A partly used request keeps both its actual absence and cancellation evidence.

   • Confirm and release only unused reserved fractions
   • Updates Approval decisions, Leave requests, Leave entries
   ApprovalA person approves before the work moves on.

6. Correct taken leave HR Manager

   An independent HR Manager reviews an evidenced correction to absence already taken or an affected balance contribution. The bounded reversal traces the original day and funding allocation. Corrections cannot erase valid usage, restore the same amount twice or bypass authority needed for a remaining negative balance.

   • Apply the bounded reviewed correction
   • Updates Approval decisions, Leave days, Leave entries
   ApprovalA person approves before the work moves on.

7. Reconcile balance HR Manager

   HR Manager reconciles earned, carried, reserved, taken and expired amounts by leave year. Resolve old-year pending time before closing or explicitly reallocating it. Carryover creates one paired transfer into the new year; the old closing balance remains historical. Changes to days already carried or consumed require review of those dependent allocations.

   • Reconcile earnings, expiry and paired year-end movements
   • Updates Leave balances, Leave entries, Leave policies

Employee

Prepares requests and provides permitted daily facts.

Manager

Reviews assigned routine leave and eligible unused cancellations.

HR Manager

Handles escalations, independently approves corrections and reconciles balances.

HR Specialist

Supports granted administration without approval rights.

Admin

Maintains reviewed technical settings.