Skip to main content

How to Create and Approve a Leave Request

Instructions to add and process an employee's requested leave

Updated over 7 months ago

Creating and approving leave requests ensures time off is recorded accurately and linked to payroll and rostering. Employees can submit requests for annual leave, sick leave or other entitlements, and managers review these before approval. Keeping a record of leave requests supports compliance with workplace agreements and helps maintain accurate staffing plans. This guide explains how to create and approve a leave request.

Quick Guide

Creating and Approving a Leave Request

  1. From the Dashboard, click on Leave in the column on the left.

  2. This will show you pending leave requests.

  3. From the far right, select New Leave Request.

  4. Select the employee, leave category, and dates of the request.

  5. The employee’s leave balance for the corresponding category will be displayed.

  6. If you wish, you can approve the request immediately by ticking the relevant box.

  7. Click on Create to finalise the approval.

  8. A pop-up box will confirm the successful approval.

  9. To view the request alongside other leave requests before approving, follow the same process, but do not select Approve Immediately.

  10. Then click on Create.

  11. The request will now be visible with other pending requests in the Leave List.

  12. To approve the request from this view, click on the corresponding tick icon.

Did this answer your question?