โœ”๏ธLeave

Description about the leave requests approval process

This page provides the steps for approving the leave requests from your employees. You will be able to do this process using any of the following 4 methods:

  • ESS

  • Mobile App

  • App Notification

  • Email

Pre-requisites:

โœ”๏ธAdmin credentials

โœ”๏ธUser rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

How to approve/reject employee leaves using ESS Portal?

Step 1: Select โ€˜Leaveโ€™ and then โ€˜Approvalโ€™ from the left side menu.

Step 2: Select โ€˜Leaveโ€™ tab at the top.

Step 3: Select the bullet points / radio buttons next to each requestโ€™s row to accept or reject the requests.

Step 4: Alternatively, you can select the check box next to โ€˜ACCEPTโ€™ or โ€˜REJECTโ€™ to approve or reject all of the requests.

Step 5: Once you are satisfied with the selections, select the button โ€˜Saveโ€™ to confirm the changes.

How to approve/reject employee leaves using the Pocket HRMS Mobile App?

Step 1: Open the side menu by tapping on the โ€˜Hamburger Menu Iconโ€™ and select the option โ€˜Leaveโ€™.

Step 2: Tap on the option โ€˜Approvalโ€™.

Step 3: Tap on the โ€˜Leaveโ€™ tab at the top.

Step 4: Approval: Tap on the โ€˜Approveโ€™ button corresponding to each leave request to approve it and get the โ€˜Successโ€™ notification at the bottom of the screen.

Step 5: Rejection: Tap on the โ€˜Rejectโ€™ button corresponding to each leave request to reject it and provide the reason for the same in the pop-up menu and select โ€˜Okโ€™ to confirm your selection.

How to approve/reject employee leaves using the Pocket HRMS Mobile App Notification?

Step 1: Tap on the bell icon at the top right corner of the screen.

Step 2: Tap on the leave request notification titled, โ€˜Leave Appliedโ€™

Step 3: Approval: Tap on the โ€˜Approveโ€™ button corresponding to the leave request to approve it and get the โ€˜Successโ€™ notification at the bottom of the screen.

Step 4: Rejection: Tap on the โ€˜Rejectโ€™ button corresponding to the leave request to reject it and provide the reason for the same in the pop-up menu and select โ€˜Okโ€™ to confirm your selection.

How to approve/reject employee leaves using your official email?

Step 1: You will get a leave approval email with the โ€˜Approveโ€™ and โ€˜Rejectโ€™ links.

Step 2: Approval: On clicking the โ€˜Approveโ€™ link, a new window or tab will open informing that you have approved the request.

Step 3: Rejection: On clicking the rejection link, a new window or tab will open where you need to enter the reason for rejection and click on โ€˜Saveโ€™ to reject the request.

How to generate your teamโ€™s leave report?

Step 1: Select โ€˜Leaveโ€™ and then โ€˜My Team Reportโ€™ from the left side menu.

Step 2: Select โ€˜Leave Detailsโ€™ tab at the top.

Step 3: Search for the employeeโ€™s name, the type of report, as well as the period for which you need to generate the report. Once selected, select the โ€˜Searchโ€™ button.

Note: If you are unable to generate leave reports, kindly contact us at support@pockethrms.com

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