Leave Management
Overview of the Leave module for managing leave requests, configuring leave types, and allocating leave balances.
The Leave module provides a complete system for managing employee time off. It covers the entire leave lifecycle -- from configuring the types of leave your organization offers, to allocating balances for each employee, to processing and approving individual leave requests.
Navigation: HR > Leave
Purpose
Every organization needs a structured approach to managing employee absences. The Leave module ensures that:
- Employees have clear visibility into their available leave balances
- Leave requests follow a consistent approval workflow
- Managers can plan around team absences to maintain operational coverage
- Leave data integrates with attendance and payroll for accurate compensation
Module Structure
The Leave section contains three sub-pages:
| Sub-Page | Description |
|---|---|
| Leave Requests | Submit, review, and approve or reject individual leave requests |
| Leave Types | Configure the categories of leave available in your organization |
| Leave Allocation | Assign leave balances to employees based on your leave policy |
How Leave Management Works
Leave management in TransportechAI follows a three-layer approach:
1. Configure Leave Types
Before employees can request time off, an HR administrator must define the leave types available. Common examples include Annual Leave, Sick Leave, Unpaid Leave, and Maternity Leave. Each type has its own rules for accrual, carryover, and documentation requirements.
2. Allocate Leave Balances
Once leave types are defined, HR assigns a specific number of days (or hours) to each employee for each leave type. This is the employee's "leave balance" for the year or period. Allocations can be done individually or in bulk.
3. Process Leave Requests
Employees submit leave requests against their allocated balance. The request goes through an approval workflow and, once approved, automatically deducts from the employee's balance and updates their attendance record.
Leave Request Lifecycle
Every leave request progresses through these stages:
| Stage | Description |
|---|---|
| Draft | Employee starts creating a request but has not submitted it yet |
| Pending | Request has been submitted and is waiting for manager approval |
| Approved | Manager has approved the request -- leave days are deducted from the balance |
| Rejected | Manager has declined the request -- no balance is deducted |
| Cancelled | Employee has withdrawn their request before or after approval |
When a leave request is approved, the system automatically updates the employee's attendance records for the leave dates, marking those days as "On Leave." This ensures there are no false absence flags in the attendance module.
Integration with Other Modules
The Leave module connects with several other parts of TransportechAI:
| Module | Integration |
|---|---|
| Attendance | Approved leave days are reflected in attendance records, preventing false absence markings |
| Payroll | Leave type configuration determines whether days are paid or unpaid, affecting salary calculations |
| Work Schedule | Leave requests are validated against the employee's assigned schedule to calculate the correct number of working days |
| Dashboard | Leave metrics (pending requests, utilization rates) appear on the HR Dashboard |
Ensure leave types are properly configured with the correct paid/unpaid setting before employees start submitting requests. Incorrect settings can lead to payroll errors that are difficult to correct retroactively.
Next Steps
- Leave Requests -- Learn how to submit and manage leave requests
- Leave Types -- Set up the leave categories for your organization
- Leave Allocation -- Assign leave balances to your employees