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Creating, Editing, and Deleting Leave Requests

Creating a Leave Request​

Leave requests can be created in two ways: through a public form and through the leaves request table in explorer

Creating a Leave Request through a Public Form​

  1. Open the public form on a phone or computer via a QR code or URL. (This link should be disseminated to non-users in a way that makes sense given the organizational context. i.e A link on user desktops, an email with the link, or physical QR code papers in the office. If you are the Site Administrator, see the following LINK for how to access the Leave Request URL and QR code.)

  2. The following fields are required: Employee, Type, Hours, Start Date, and Finish Date.

    • Comments are optional and will appear in the mangers leave request approval task.

  3. Click Submit

A screenshot of the "New Leave Request" public form. The form has the following fields: Employee, Type, Hours, Start Date, Finish Date, Comment.

Creating a Leave Request through the Leave Requests Table​

  1. Click Human Resources > Leave Requests

A screenshot of the Sidebar and the options the user has pressed to access the Leave Requests page. The user has clicked the "Human Resources" folder, which has an icon of two people. Then the "Leave Requests" menu item, which has an icon of a topical palm and a sunset. The options that the user has pressed has a white background with blue text, whereas the menu options that have not been selected are the inverse.

  1. Click on New Leave Request.

A screenshot of the "New Leave Request" menu. The screenshot is annotated with a red box to highlight the location of the button.

  1. Enter all relevant details

A screenshot of the "New Leave Request" create screen. The following fields are visible on the page: Employee, Receive Reminders, Hours, Type, Start Date, Finish Date, and Comment. The screenshot is annotated with a red box to highlight the relevant fields.

  1. Click on + Create or Create and Open

A screenshot of the "+ Create" and "Create and Open" buttons at the top of the "New Leave Request" create screen. The screenshot is annotated with a red box to highlight the buttons' location.

Editing a Leave Request​

If you are taking advantage of the “Leave Request Approval” process it is NOT recommended to edit a leave request, cause discrepancies between what the manager approved and was communicated to employees and what the changes suggests.

In the case that you may not be using the Leave Request Approval process in your system you can edit leave requests by following the steps below:

  1. Navigate to the leave requests table by clicking on the Human Resources > Leave Requests.

A screenshot depicting how to navigate to leave requests using the sidebar menu

  1. Open the leave request you wish to edit. Locate the leave request by scrolling through the list or using the search bar.

A screenshot that shows how to search for a particular leave request by using the search bar and then pressing the Return or Enter key on the keyboard.

  1. Edit any relevant fields on the leave request page as needed.

A screenshot that reveals the different fields that can be filled when creating a new leave request.

  1. Once you have finished editing, click Save or Save and Close

A screenshot that depicts the location of the "Save" or "Save and Close" buttons after creating a new leave request.

Deleting Leave Requests​

It is not recommended to delete a leave request. Instead, change the Approved toggle to "No".

However, if you need to delete a leave request due to a duplicate entry, you can do so in two ways: from the list, or from the item page. Deleting from the list allows you to delete multiple leave requests at once.

Deleting Multiple Leave Requests from the List Page​

  1. Navigate to Human Resources > **Leave Requests

A screenshot depicting how to navigate to leave requests using the sidebar menu.

  1. Select the Leave Requests you wish to delete

A screenshot that shows how to select a leave request.

  1. Press Delete X Leave Requests

A screenshot that shows how to delete multiple leave requests.

Deleting a Single Leave Request from the Item Page​

  1. Navigate to the leave requests table by clicking on the Human Resources > Leave Requests.

A screenshot depicting how to navigate to leave requests using the sidebar menu.

  1. Open the leave request you wish to edit. Locate the leave request by scrolling through the list or using the search bar.

A screenshot depicting how to select a leave request.

  1. Press Delete

A screenshot depicting the location of the delete button inside a leave request item.