How to Manage Leave Requests in Workwisely | A Guide

Leave Request

To apply for a leave request, click the +Apply Leave button on the right-hand side. A pop-up window will open, where employees must fill in all the mandatory fields and submit the request.

  1. When selecting the Leave Type, employees can view their eligibility for the chosen leave type on the right-hand side.
  2. After completing all required fields, click Submit to trigger the approval process, which will be sent to the designated approver based on the configured workflow.To view the approval workflow, click the three-dot menu in the Action column and select "Approval Workflow." A pop-up will display the current status of the request.
  3. To view leave data: Select the record, and a pop-up window will open displaying the applied leave request.
  4. To edit a leave request: Click the Three Dots in the Actions column and select Edit.
  5. To cancel a leave request: Click the Three Dots in the Actions column and select Cancel.
  6. To download the leave register report click the Three Dots in the right hand side above the Actions button and click the Export.
  7. You can cancel both applied and approved leave records only if the payslip has not been generated for that month.
  8. If you cancel an applied leave request, the status will change to "Cancelled" immediately.
  9. If you cancel an approved leave request, the status will change to "Cancel Applied", and an approval request will be sent to the approver. Once approved, the status will change to "Cancelled" and the deducted balance will get credited to that particular leave type.


Fig: Add Leave Request

Fig: View Leave Request

Fig: Edit & Cancel Leave Request

Fig: Cancel Leave Request

Fig: Export Leave Register

Fig: Approval Flow

Fields Description

Title
Description
Leave Type

The category of leave the employee is applying for (e.g., Annual Leave, Sick Leave, Maternity Leave).
Reason

The purpose for taking leave (e.g., Personal, Medical, Emergency).
Duration

The length of the leave (Full Day, Half Day, Quarter Day)
Period
Specifies whether the leave applies to the first half, second half, or first,second, third or fourth quarter.
Alternate Person
The employee who will handle tasks in the applicant's absence (if required).
Leave Start and End Date
The start and end dates of the leave period.
Leave Taken
  1. Refers  to the number of leave days an employee has already used within a specific period.
  2. It included both approved and availed leaves deducted from the leave balance,
Leave Balance(Period Based)
  1. Represent the remaining leave days available for an employee to use.
  2. This balance is calculated based on the total leave eligibility minus the leaves already taken.
Current Leave Eligibility
  1. Indicates the leave entitlement allocated to an employee for the current period(monthly,quarterly,half yearly or yearly)
  2. This value may be prorated based on the employee’s joining date or policy rules.
Total Leave Eligibility
  1. Shows the overall entitlement per annum for an employee as per the organization’s leave policy.

View Previous & Future Leave Data

By default, the grid displays leave data for the current month only.To view past or upcoming leave records, use the Leave Period dropdown. You can choose from the following options:

  • Last 7 Days

  • This Month

  • Last Month

  • Next 90 Days

  • Custom – Allows you to select a specific date range based on your preference.

This feature helps you easily track leave history or plan future time off within your selected timeframe.




Fig: Leave Period Filter




Fig: Leave Period Custom Date Filter



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