Leave — periods and requests

Purpose

Validate periods and starting balance before requesting or approving vacations.

Before you start#

• Employees and organization chart

Step by step#

1. 1

   Open Vacations → Periods to check accrual periods.

2. 2

   Use New Accrual Period when needed: select employee, dates, starting balance and real notes.

3. 3

   To import, follow the Periods flow, check validation issues and leave blank any ID number or hire date not yet known.

4. 4

   Filter by status and check the employee's balance and periods.

5. 5

   In My Vacations, check and start the request using the available options.

6. 6

   In Requests, review the request and take the authorized decisions.

7. 7

   Check the Calendar before approving to avoid team conflicts.

8. 8

   Use Export in Periods to check the vacation report.