Names like these, in green, are pages inside your ArmPOS shop. Sign in to your shop to open them.
By the end you will know how to record a request for time off, approve it, and keep track of what each employee has left.
Leave comes with HR, which some plans include. Give each employee their Annual Leave first: see Employees.
Create the leave types
Open HRM › Leave Request › Leave Type, click Create, type the title, such as Annual leave or Sick leave, and click Submit.
Record a request
- Open HRM › Leave Request › Leave Request and click Create.
- Pick the Company, the Department and the Employee.
- Pick the Leave Type.
- Pick the Start date and the Finish date. Both are needed, although the finish date shows no *, and it can't be before the start.
- Pick the Status: Pending, Approved or Rejected.
- Add the Leave Reason, and an Attachment if there is one, such as a doctor's note (a picture up to 2 MB).
- Click Submit.
Approve it
A request saved as Pending sends a notification to the people who handle leave. To decide, open the request with Edit, set the Status to Approved or Rejected, and click Submit.
- An employee can't ask for more days than their Remaining leave: the request is refused with "Remaining leaves are insufficient".
- Approving takes the days off Remaining leave.
- The days are counted within a month only: a request from 1 January to 15 February counts 15 days, not 46. Split a long leave at each month's end.
- Deleting an approved request doesn't give the days back. Edit the employee's Remaining leave yourself.
This guide was written from ArmPOS's screens and code. Demo Store's leave tables can't be used on this copy, so no request was made for it.
What's next
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