Leave types, allowances and requests

Set employee allowances and understand how leave is counted against them.

Needs: Pro · HR

Leave requests combine a type of absence, a date range and an approval decision. In the reviewed build, duration uses inclusive calendar days, including weekends and holidays. For example, a Friday-to-Monday request covers four calendar days.

Configure the allowance

CRM-NG checks an employee override first, then the designation's benefit class, then the leave-type default. Review all three when an employee's allowance differs from what you expect. Benefit settings can also include mileage and paid-training allowances where available.

The request's start year determines the allowance period. The reviewed build does not automatically roll over unused leave or prorate an allowance. Check your policy against those rules before entering a mid-year hire or a request crossing the year end.

Submit and review a request

1. Choose the leave type and the inclusive start and end dates.
2. Check the calculated duration and remaining allowance.
3. Add the information the approver needs and submit the request.
4. Follow its status in the employee portal or HR view.
5. After approval, check the balance and leave calendar.

Approved leave uses the allowance. A supported cancellation returns it. Pending and rejected requests have different states, so inspect the actual request before treating it as an approved absence.

Review absences across the team

The leave calendar helps managers see overlapping dates. Reports can help review requests and approval times. Attendance is recorded separately, so you may need to compare it with approved leave when investigating a discrepancy.

See approval routing for the manager and escalation process, and HR reports for the available summaries.