Contents of this article is applicable to the following users
Tier: START UP, GROWTH, SCALE
Platform: Web
Access Level: Owner & Manager
The leave dashboard shows both leave applications and manually assigned leaves. It serves three primary purposes:
HRs and owners can view and chase on all pending leave approvals, even if they are not the designated approvers.
HRs and owners can track manually assigned leaves
Approvers can efficiently manage leave requests by viewing the number of staff members on leave for a specific date.
This guide will cover the following:
Viewing Leaves
This dashboard is available to all owners and manaber
To view the leave dashboard, go to Leave > Leave Dashboard
Use the start-end date filter, search filter and other table filters to pull out the data you would like to view
There are 4 types of statuses:
Status | Description |
Pending 1st/2nd Approver | Leave applications that are pending action from assigned approvers or users with approve on behalf of permission group. |
Approved | Approved leave applications. You can still decline the leave application. |
Declined | Declined leave applications. No edits allowed. |
Assigned | Leaves are manually assigned on schedule or timesheet page. You are able to edit the leave details here. |
Exporting Leave Dashboard
Note: The export does not follow as filters added
To export the data in the leave dashboard, go to Leave > Dashboard > Export
An .xlsx file will be downloaded to your device
The export will show these additional information:
Adjustment reason (for off-in-lieu types)
Date applied
Reason
1st Approver / Action By (For Assigned)
1st Approver Status
1st Approver Date/Time
2nd Approver / Action By (For Assigned)
2nd Approver Status
2nd Approver Date/Time
Approval Notes
System Notes