Leave and time

Employees enter leave requests with a start and end date, leave type and reason. The request has a status and an approver reference. Leave balances keep accrued, taken, pending and carryover values by employee and leave type. A weekly timesheet groups time entries, which hold the date, hours and category of work. These records give the team a clear way to review requested absence and reported hours.

• Leave request. Employee enters the leave type and date range; Admin checks the balance.
• Weekly hours. Employee records dated time entries under a weekly timesheet.
• Pay handoff. Payroll Admin reads approved requests and timesheets for the period.

The employee should know which leave type to choose and which approver will review the request. Payroll Admin can read leave requests and timesheets when preparing pay work; they should use the approved record as the handoff. Agree how balances are checked, how corrections are entered and when submitted time becomes approved. For a remote team, agree the local date convention so the employee and approver read the same interval.

Choose who reviews submitted leave and time; Admin can record the approval while Payroll Admin has read access for pay preparation. Agree which leave type applies to a remote employee and how the reviewer checks the available balance. Check the timesheet total against its dated entries. Rehearse a request that crosses a pay cutoff so submitted work is kept separate from approved input.

Take a colleague who requests leave across a payroll cutoff. Enter the start and end dates, select the leave type and submit the request. Review the available balance and approver reference. Once the decision is recorded, have Admin inspect the leave schedule while the employee checks their own request. Then enter a weekly timesheet with a regular time entry and review its total hours. The payroll reviewer should be able to distinguish submitted time from approved time before using it.

• My Leave Requests — An employee’s own dated requests and current status.
• Leave Approval Inbox — Submitted requests ready for the assigned decision.

Start with the hiring path for a new colleague. Then use the operating cycle or the review cycle as the employee’s work continues. See the data model when mapping an existing register.