Employee Portal Setup, Leave Application Tab

Employee Portal Setup, Leave Application tab is under System Manager ⇒ HRPro Setup, Employee Portal Setup.

This page is useful only if the Leave Management Module has been installed.

General Functions

WebLeave Day Decimal Place: Specifies the number of decimal places allowed when entering leave days. For example, setting it to "2" allows leave to be recorded as 1.25 or 0.5 days.
WebLeave Hour Decimal Place: This setting determines the decimal precision for inputting leave hours. For example, a setting of "2" would allow entries like 1.50 or 2.25 hours.
Enable WebLeave: Activates the WebLeave system, allowing employees to submit and manage leave applications online.
Enable Leave Days Overwrite (Recommended No): When enabled, it allows applicants to manually adjust their leave days to a value lower than the system's calculated balance.
Set default leave date to current date (otherwise, the next date): Automatically sets the leave application date to the current date, unless the user prefers it to default to the next available date.
Applicable Balance included Pending Approval: Includes leave days pending approval in the applicant's leave balance to reflect the most current and accurate count.
Enable Approver Self Delegation: Empowers approvers to assign delegation roles through the Personal Options menu in EPortal, facilitating smoother workflows during their absence
Enable Real-Time Validation When Applying for Leave: Ensures immediate feedback on changes during leave application, reducing errors by providing validation messages instantly without needing to submit the form first
Enable Replenish Attachment: This allows employees to upload additional attachments even after their leave application has been approved.

Application Restriction

Do not allow the application for Annual Leave if there is a balance of Compensation Leave: This is to enforce a rule that prevents employees from applying for annual leave if they have remaining compensation leave. This ensures that employees use up their compensation leave before taking annual leave.
Do not allow the application for No Pay Leave if there is a balance of Annual Leave: This is to ensure that employees use their available annual leave before they can apply for no pay leave. This helps organizations manage and prioritize the use of different leave types efficiently.

Email Notification

Disable Email Notification for WebLeave Application: When turned on, No Email notification will be sent to the approvers and the applicant.
Enable HR to receive Approved/Rejected Email: When turned on, the HR Email address will be included in the carbon copy (CC) of the Approved/Rejected email notification when the approver approves the application. This keeps HR in the loop for all Leave Applications.
Enable Department Manager to receive Approved/Rejected Email: When turned on, the Email of the Department Manager (defined in the Department) will be included in the carbon copy (CC) of the Approved/Rejected email notification when the approver approves the application.
Enable Division Manager to receive Approved/Rejected Email: When turned on, the Email of the Division Manager (defined in the Division) will be included in the carbon copy (CC) of the Approved/Rejected email notification when the approver approves the application.
Enable Approvers to receive Replenish Attachment Email: When turned on, the Email of the Approvers will be included in the carbon copy (CC) of the Replenish Attachment Email that is sent to the HR Email address when the Replenish Attachment is submitted.
Hide remarks from email notifications: When enabled, the remarks section will be excluded from the email content, which might be useful for maintaining privacy or simplifying the content of the emails.

Leave History

Enable "Leave History": When enabled, employees and approvers can access a detailed record of past leave applications. This helps provide transparency and an easy reference for leave patterns or approvals.
Show Leave Adjustments in Leave History: When activated, any modifications or adjustments made to leave balances (e.g., corrections or manual entries by HR) will be displayed in the leave history, ensuring a comprehensive overview of all leave-related activities.
Maximum Number of Periods to Display in Leave History (0 for no limit): This setting controls how many historical months are shown in the leave history. Setting it to "0" removes the limit, displaying the entire leave history available.

Subordinate Leave History

Enable "Subordinate Leave History": When enabled, approvers can view a detailed record of their subordinates' past leave applications. This feature provides transparency and facilitates informed decision-making regarding leave approvals or patterns of leave usage.
Show Leave Adjustments in Subordinate Leave History: When activated, any leave balance adjustments made for subordinates (e.g., corrections by HR or manual updates) will be visible in the Subordinate Leave History. This ensures a complete and accurate record of all leave-related activities.
Maximum Number of Periods to Display in Subordinate Leave History (0 for no limit): Defines the limit on how many historical months are displayed in the Subordinate Leave History. Setting this value to "0" removes any limit, allowing the full leave history of subordinates to be shown.

Show Items

Show AL Brought Forward (Eligible): Displays the eligible balance of Annual Leave brought forward from the previous year.
Show AL Brought Forward (Actual): Displays the actual balance of Annual Leave brought forward from the previous year.
Show AL Brought Forward (Remaining): Represents the remaining balance of Annual Leave brought forward, calculated as Last Year's Balance Brought Forward minus This Year's Leave Days (including both approved and unapproved leave). Negative balances are excluded.
Show AL Entitled (Eligible): Displays the eligible Annual Leave entitlement for the current leave year.
Show AL Entitled (Actual): Displays the actual Annual Leave entitlement accrued up to the current date.
Show AL Current Year Taken: Displays the number of Annual Leave days already used in the current leave year.
Show AL Approved: Shows the total number of Annual Leave days that have been approved by the relevant approvers.
Show AL Pending Approval: Represents the Annual Leave requests that are awaiting approval from the relevant approvers.
Show AL Current Year Adjustment: Displays any adjustments (e.g., corrections or additional leave allocations) made to the Annual Leave entitlement for the current leave year.
Show AL Applicable Balance: This shows the balance of Annual Leave that can be applied for and used, factoring in all adjustments, approvals, and entitlements.
Show AL Eligible Balance: This represents the Annual Leave balance eligible to be carried forward or used, depending on the specific eligibility rules.
Show AL Actual Balance: Displays the actual, real-time Annual Leave balance available to the employee, reflecting all entitlements, adjustments, approvals, and take leave.
Show AL Future Entitlement: Indicates the Annual Leave entitlement expected to be earned in future periods (e.g., upcoming months or years).
Show AL Future Adjustment: This shows any planned adjustments or changes to the Annual Leave entitlement that will apply in future periods.
Show Compensation Leave Balance: Displays the remaining balance for compensation leave (time off granted in lieu of extra hours worked or similar circumstances). It helps employees keep track of how much compensation leave they can still utilize.
Show Compensation Leave Approved: This shows the total compensation leave that has already been approved but not yet taken, providing visibility into the leave status.
Show Sick Leave Balance: Displays the available balance of sick leave for employees, offering insight into their entitlement for medical-related time off.
Show Full Pay Sick Leave Balance: Specifically reflects the balance of sick leave that is eligible for full pay, helping employees differentiate between different types of paid leave.
Show Casual Leave Balance: Indicates the balance of casual leave available for employees, often used for unplanned or personal leave requirements.
Show Casual Leave Approved: Displays the amount of casual leave that has already been approved but not yet taken, offering clarity on leave utilization.
Show Rest Day Leave Balance: This reflects the balance of leave tied to rest days, which may be applicable in industries or roles with irregular schedules.
Show Rest Day Leave Approved: Displays the approved rest day leave that has not yet been taken, ensuring transparency and easy tracking of leave utilization for rest days.
Show Leave Type Balance: This shows the balance of any specific leave type configured in the system that enabled Leave Type Balance, providing flexibility in tracking multiple leave categories.
Show Leave Type Pending Approval: This reflects the amount of any specific leave type that is awaiting approval, offering an up-to-date view of pending applications.
Show Leave Type Approved: Displays the amount of approved leave for any specific type, helping employees and approvers stay informed about leave statuses.

The Description in the Show Items panel can contain simple HTML tags (e.g., ).

Please note that all the figures in Entitled, Taken, Balance, Approved, and Pending Approval in Show Items are all Current Leave Year figures.

Approval Workflow

Any Approver: When selected, an email notification will be sent to all approvers. The leave application will be approved if any one of the approvers approves it.
All Approvers: When selected, an email notification will be sent to all approvers. The leave application requires approval from all approvers.
By Level: When selected, the leave application email will be sent to the 1st approver. Once the 1st approver approves it, the email will be sent to the 2nd approver, and so on.
Self Approval: When selected, applications are automatically approved without requiring any further approval from an approver.

See What is "Approval Workflow"