Approve and Process Leave Requests

Overview

A leave request with a status of Pending Approval can be approved, rejected or cancelled by the employee’s nominated Leave Approver, or by an Admin with System Administrator or Payroll Administrator permissions.

You can approve or reject a leave request from the Reports > Payroll > Leave Requests report in one of three ways:

• Click the Approve or Reject button on the leave request line in the report.
• Click the Date to view the leave request details, then select Approve or Reject.
• Tick the checkbox for a leave request, then click With selected leave requests… > Approve or Reject > Go.

You will be able to approve leave that has been submitted as part of a timesheet by following the standard process for approving a timesheet.

Cancel a Leave Request

Cancelling a leave request will revert the status of the request to Pending Submission. When a request is cancelled, it willl be returned to the user who created it (either the employee or the Admin who created it on the employee’s behalf) so that it can be edited and resubmitted, or deleted.

If a cancelled leave request is sent back to an employee to amend, the Leave Approver will receive a new notification when the employee resubmits the request.

The Cancel button will appear alongside Approve and Reject in each of the three options listed above.

Process Leave

Approved leave data will flow through to the Pay Conditions screen so that you can finalise it as part of the relevant period. Once the data is finalised, the leave can be processed in a pay run.

If an employee is linked to a Master Timesheet, their leave and timesheet information will flow directly through to Payroll > Process Payroll > Process Payroll.

Export Leave Request Data

The Leave Requests report can be exported in two ways: a .pdf of the on-screen view or a .csv file that includes the following columns:

• Date Range
• Date Start
• Date Finish
• Employee ID
• Employee
• Days
• Hours
• Leave Type
• Leave Liability GL Code
• Status