Leave applications

Leave applications

All leave applications with their date of request, leave duration and leave type will be listed when you click on Leave Applications.

By making use of the filter, you can view the leave requests from a specific time frame across departments, locations and more.

If you would like to view all paid leave requests of all employees,

  1. From Home, go to Leave > Views > Leave Applications.
  2. Click on the filter icon.
  3. Select the required date range.
  4. From Employee dropdown, select All Employees.
  5. Choose Paid Type.
  6. Click Search.

 

You would find the desired leave details listed.

To view leave applications that are awaiting approval,

  1. From your home page, go to Leave > Views > Leave Applications.
  2. Select Pending under All Requests drop down and hit Search.

You will be able to see the list of all leave applications that are awaiting approval.

Custom reports using leave application fields can be created under Analytics and Advanced Analytics. Learn more.

Importing leave applications

In Zoho People, you can import leave applications in a bulk, from an external source, without the manual hassle of adding them individually.

Follow the steps given below to Import.

  1. From your home page, go to Leave > Views > Leave Applications.
  2. Click the ellipsis icon and select Import.

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  1. Click Upload File and select the file that needs to be uploaded.

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Note: We support xls, xlsx and csv formats and the maximum file upload size is 5 MB.

  1. You can also download a sample template with predefined columns and rows. You can edit the file with actual values and then use it for importing. To do this,Click Download sample template for Import. A sample template will be downloaded in xls format.

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  1. Once the file is uploaded, if you want the imported leave applications to be approved, enable 'Send for approval'. The approval process will be triggered for the same. If the option is unchecked, all the imported leave applications will be automatically approved.

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Note: Approvals must be enabled for the 'Leave' form in the first place, for these approvals to be triggered. Click here to know how to configure approvals.

  1. Click Next.You will be taken to the mapping page. Here you can map the columns of your file to their corresponding fields in Zoho People. You can choose the right columns from the drop downs. Click Next.
  2. Verify and confirm the mappings.Click Next.

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  1. After handling duplicate records if any, you will find your import summary which shows the import status of your records and errors if any.

You have now successfully imported your leave applications.

Exporting leave applications

You can export your leave applications from Zoho People with the following steps.

  1. From your home page, go to Leave > Views > Leave Applications.
  2. Click the ellipsis icon and select Export.

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  1. Select the format that you would like and click Export. You can choose from formats xls,xlsx, tsv and csv.

Alternatively, you can also import or export your leave applications from Leave > Views > List View. Click on the ellipsis icon and click Import or Export as required.

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Applying leave for your employee

You can apply for leave on behalf of your employee.

To do this,

  • From your home page, go to Leave > Views
  • Click Apply leave
  • Under the Employee ID drop-down, select the employee name
  • Select the leave type
  • Select the From date and To date
  • Enter the Team email id and Reason for leave if needed
  • Click 'Submit'

Learn more about leave views and applying for leave.