Request time off, route the decision and reconcile reserved, taken and cancelled days.
7 stages · 3 approvals
Follow the process from start to finish. Select a step to see who acts and what changes.
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 requestEmployee 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 atomicallyThe 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 reservationEmployee 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 timeEmployee 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 fractionsAn 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 correctionHR 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 movementsApprovalDecisions, LeaveRequests
ApprovalDecisions, LeaveRequests, LeaveEntries
ApprovalDecisions, LeaveDays, LeaveEntries
| Stage | Records | Effect |
|---|---|---|
| 1 Prepare | LeaveRequestsLeaveDaysWorkSchedulesWorkCalendarsLeavePolicies | Calculate the eligible daily request |
| 2 Submit | LeaveRequestsLeaveDaysLeaveBalancesLeaveEntries | Reserve eligible fractions atomically |
| 3 Approve leave | ApprovalDecisionsLeaveRequests | Decide the request while preserving its reservation |
| 4 Record absence | LeaveDaysLeaveEntriesLeaveBalances | Transfer confirmed elapsed fractions into taken time |
| 5 Cancel unused leave | ApprovalDecisionsLeaveRequestsLeaveEntries | Confirm and release only unused reserved fractions |
| 6 Correct taken leave | ApprovalDecisionsLeaveDaysLeaveEntries | Apply the bounded reviewed correction |
| 7 Reconcile balance | LeaveBalancesLeaveEntriesLeavePolicies | Reconcile earnings, expiry and paired year-end movements |
Within a disclosed leave year/type/entity day-unit basis, reconcile posted earned and carry-in amounts, taken, unconsumed reservations, corrections, expiry and available/advance authority. Show actual used days separately from future commitments; never sum the same closed-year carryout and new-year carry-in as newly earned leave. No medical inference or universal statutory/sick-leave norm; any operational comparison policy is reviewed and privacy-limited.
The assistant may prepare a permitted proposal but cannot supply the independent human decision required for a hire, protected change, readiness, retention action or correction. A service identity cannot become the employee who acknowledged a policy or the person who confirmed a factual event.
Prepare a complete employee record, coordinate the work and confirm readiness before employment starts.
5 stages · 2 approvals
Review promotions, transfers and employment changes with a clear effective date and complete history.
6 stages · 1 approval
Assign the right obligations, verify evidence and record each employee's actual policy acknowledgment.
7 stages · 2 approvals
Coordinate an employee's departure, end access at the right boundary and resolve outstanding work.
6 stages · 2 approvals
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