Apply for leave
Request time off with the right leave type, dates and reason, and follow the request until it is decided.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Leave requests go to HR's queue with your balance checked automatically. You can request full days or half days, and cancel a request that has not been decided.
By the end you can
- Apply for leave
- Request a half day
- Track or cancel a request
Screens used
Steps
- 1
Open My leave
On: /me/leaveOpen HRMS and choose Leave under For me.
You should see: Your leave balances and a History of past requests.
- 2
Start a request
On: /me/leavePress Apply for leave.
You should see: A window titled "Apply for leave" with fields for leave type, dates and reason.
- 3
Choose the type and dates
On: /me/leavePick the Leave type, then the Start date and End date. For a half day set Half-day on start to morning off or afternoon off.
You should see: The type and dates are set.
- 4
Give the reason
On: /me/leaveWrite the Reason in a few words. If the leave type needs proof, paste a link in Attachment URL, for example to a doctor's certificate.
You should see: A reason of at least three characters.
- 5
Submit
On: /me/leavePress Submit request.
You should see: "Request submitted." The request shows as Pending.
- 6
Follow it
On: /me/leaveThe request changes to Approved or is declined, and you get a notification. To withdraw a pending request press Cancel this request, then Confirm cancel.
You should see: The request shows its final status in History.
Tips
- Some leave types are approved automatically and show Auto-approved.
- Apply before the dates wherever you can. Leave that exceeds your balance may become unpaid.
Troubleshooting
- The request will not submit.
- Check that the end date is not before the start date and that the reason has at least three characters.
- "Couldn't parse the dates."
- Choose both dates from the calendar instead of typing them.
One row per shot, in the same order as the guide. Estimated length 2:05, recorded signed in as Team member. Use made-up data only. How to record
Say: Apply for leave. Request time off with the right leave type, dates and reason, and follow the request until it is decided.
Hold until you see: Lesson title on screen for three seconds.
Say: Open HRMS and choose Leave under For me.
Hold until you see: Your leave balances and a History of past requests.
Say: Press Apply for leave.
Hold until you see: A window titled "Apply for leave" with fields for leave type, dates and reason.
Say: Pick the Leave type, then the Start date and End date. For a half day set Half-day on start to morning off or afternoon off.
Hold until you see: The type and dates are set.
Say: Write the Reason in a few words. If the leave type needs proof, paste a link in Attachment URL, for example to a doctor's certificate.
Hold until you see: A reason of at least three characters.
Say: Press Submit request.
Hold until you see: "Request submitted." The request shows as Pending.
Say: The request changes to Approved or is declined, and you get a notification. To withdraw a pending request press Cancel this request, then Confirm cancel.
Hold until you see: The request shows its final status in History.
Say: That is apply for leave. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
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