In this topic

• Introduction
• Leave Application Statuses
• Reviewing a Leave Application
• Approving a Leave Application
• Declining a Leave Application
• Cancel a Leave Application
• Saving changes to a Leave Application
• Holding a Leave Application
• Retrieving a Leave Application from Hold

Introduction

This topic describes how a Leave Approver can action a leave request.

Leave Application Statuses

A leave application can have the following statuses:

Reviewing a Leave Application

To review a leave application:

1. Go to the Leave/Expense -> Home screen
2. The Leave Applications section will show all Processing and Approved leave applications for employees who report to the approver

3. Click the Edit button to the left of the application that you would like to action

   NOTE: You can also Approve the application without opeing it by using the Approve button that is visible on the Leave Home screen for Leave Application that are assigned to you for Approval.

4. Update the Last day at Work and First Day Back to Work fields if required

5. Add any Comments if you want to

   NOTE: Any comments that you add will be visible to the employee.

6. Update the Hours Applied field if required
7. Review any comments that the employee added to the application by viewing the Audit Trail

Approving a Leave Application

To approve a Leave Application:

1. Follow the above instructions to review the Leave Application
2. Click the Approve Application button ar the top of bottom of the screen

The Leave Application status will be updated to Approved. The employee will recieve an email to notify them that the Leave Application has been approved.

Declining a Leave Application

To decline a Leave Application:

1. Follow the above instructions to review the Leave Application
2. Click the Decline Application button at the top or bottom of the screen

The Leave Application status will be updated to Declined. The employee will recieve an email to notify them that the Leave Application has been declined.

Cancel a Leave Application

To cancel a Leave Application:

1. Follow the above instructions to review the Leave Application
2. Click the Cancel Application button at the top or bottom of the screen

The Leave Application status will be updated to Cancelled. The employee will recieve an email to notify them that the Leave Application has been cancelled.

Saving changes to a Leave Application

To save changes to a Leave Application without taking any other action on the Leave Application:

1. Follow the above instructions to review the Leave Application
2. Click the Save changes button at the top or bottom of the screen

The Leave Application status will not be changed, so you will still need to take action on the Leave Application.

Holding a Leave Application

When an approver or leave administrator does not wish to approve or decline a leave application straight away, they can place the leave application on hold to avoid it escalating to another approver.

The application can only be placed on hold where the leave start date is greater than the escalation days plus 5 days from the current date.

To hold a Leave Application:

1. Follow the above instructions to review the Leave Application
2. Click the Hold Application button at the top or bottom of the screen

The Leave Application status will be updated to On Hold. The employee will recieve an email to notify them that the Leave Application has been placed on hold.

Retrieving a Leave Application from Hold

A held Leave Application will be automatically return to a status of Processing before the Leave Application is due to start.

To action a Leave Application that is on hold:

1. Go to the Leave/Expense -> Home screen
2. The Leave Applications section will show all Processing and Approved leave applications for employees who report to the approver
3. Update the Status dropdown to show On Hold Leave Applications
4. Click the Search button
5. Click the Edit button to the left of the Leave Application that you want to un-hold
6. Take action on the Leave Application