You can enter the employee name, department, and entity on any of the tabs of this Leave Request document. For this employee, you can enter information on the requested vacation, sick leave, or other absences.
The "Leave Request (create)" form, the Vacation request
Using the Leave Type buttons, you can select the requested type of leave from the following leave types:
- Vacation
- Sick Leave
- Other Absence
In the Employee field, select the employee whose request for absence during work time you need to register.
In the Department field, select the department where the employee works.
<Auto> in the Number field indicates that a unique code will be assigned to document when you save it. You can edit this number if needed. The From field is populated with the current date, which you can change if needed.
In the Entity field, select the legal entity of your company where the employee works. The Entity field is available if the Multi-Company Accounting option is selected on the Administration > Settings > General Settings form.
The default entity for all users can be selected on the Accounting > Master Data > Entities form. Also, you can specify your personal default entity, for details refer to Personal Settings.
In the Responsible field, select an employee who is responsible for this document.
Use the Comment text box to provide any relevant information on the leave request.
The fields available for a Vacation request
In the Vacation Type field, select the requested type of vacation.
Use the Time Registration Unit radio buttons to select the unit in which you will specify the requested vacation duration.
In the Start Date and End Date fields, enter the dates of the start and end of vacation.
The Days of Leave field will show the calculated number of requested vacation days.
The Available Number of Days field is populated with the number of available vacation days according to the database.
The fields available for a Sick Leave request
The "Leave Request (create)" form, the Sick Leave request
In the Sick Leave Type field, select the requested type of sick leave.
In the Start Date and End Date fields, enter the dates of the start and end of sick leave.
The Days of Leave field will show the calculated number of requested sick leave days.
Use the Comment text box to provide any relevant information on the absence due to the requested vacation.
The fields available for an Other Absences request
The "Leave Request (create)" form, the Other Absence request
In the Work Time Type field, select the type of work time that describes a requested leave.
Use the Time Registration Unit radio buttons to select the unit in which you will specify the leave duration.
In the Start Date and End Date fields, enter the dates of the start and end of leave.
The Days of Leave field will show the calculated number of requested absence in days.
The toolbar buttons
After filling out the form, click the Save button to save the document, or click Save and Close to save and close the document.
Note. You can attach a scan of a document that states the reason of absence by using the Attach Files button. For details, refer to Document Toolbar.
Use the Generate button to create a document corresponding to the selected type of leave:
- Vacation: to generate a Vacation document
- Sick Leave: to generate a Sick Leave document
- Other Absences: to generate an Other Absences document