This article explains the guidelines on how to set up the prerequisite and quick steps on how to use the leave module through the OrangeHRM before going live with the entire organization.
Leave Configuration
1. To be configured by OrangeHRM Implementaion Consultant
2. To be configured by the Global Admin
Apply For Leave and Approve Leave
1. Apply Leave
2. Approve /Reject Leave
3. My Leave
Other Leave related features
1. Generate Reports
2. Assign Leave/ Bulk Assign
3. Leave Calendar
4. Add Entitlement
5. Mobile Application
PRE-REQUISITES
STEP 1: The Leave types of your organization will be configured by the OrangeHRM implementation consultant.
STEP 2: How to Add Public Holidays - Refer to the Article
STEP 3: How to configure country-wise working days if an organization located in multiple countries
STEP 4: Initial Leave Balance Upload
OPERATIONS AND ACTIVITIES
- STEP 5: Apply for a Leave - Refer to the Article
- STEP 6: Assign Leave on behalf of the employee - Refer to the Article
- STEP 7: Approve, Reject or Cancel Leave Requests of the employees - Refer to the Article
- STEP 8: Add Entitlements for the employees as per the leave policy or upon their request - Refer to the Article
- STEP 9: Check leave Calendar to view team members who are on leave - Refer to the Article
REPORTS
- STEP 10: Export Reports - Refer to the Article