How to Start Record Leave Request in Staffinc Suite

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    Leave recording is part of the broader attendance management system in Staffinc Suite. It allows employees to self-serve their leave requests directly through the app, while ensuring managers and HR teams retain visibility and control through a configurable approval workflow.

    Before employees can start submitting leave requests, several setup steps must be completed by the Admin. This guide outlines each step in detail.

    🔄 Overview of Leave Request Flow

    1. Employee submits a leave request via Staffinc Work.
    2. The request is sent for approval, based on pre-configured approval rules.
    3. Once approved, the leave request will automatically update the attendance record for the selected date.

    To enable this flow, follow the setup steps below:

    🛠️ Step-by-Step Setup Guide

    1️⃣ Create Leave Policy

    The Leave Policy defines the rules for how leave balances are given and how leave can be requested.

    Key Configurations:

    • Leave balance / quota per employee
    • Leave generation scenario (e.g., annual, monthly, upon joining)
    • Leave request rules such as:
      • Allowing half-day leave
      • Setting the maximum leave allowed per month
    🔄 You can create multiple leave policies to accommodate different employee groups or entitlements.

    📍 Navigation:

    Settings → Leave Policy → Create Leave Policy

    2️⃣ Enable Leave Request in Attendance Policy

    The Attendance Policy is the master configuration that controls attendance behavior—including whether leave requests are allowed.

    Key Points:

    • Ensure the "Leave Request Allowed" option is enabled.
    • Leave requests by default require approval. (Auto-approval or manual adjustment is not supported for now.)
    📌 This ensures the leave request will follow your approval workflow properly.

    📍 Navigation:

    Settings → Attendance Policy → Create Attendance Policy

    3️⃣ Set Up Approval Workflow

    The Approval Rules define who will approve the leave requests and in what order.

    Configuration Options:

    • Create multi-level approval chains (e.g., Team Lead → Manager → HR)
    • If your company doesn’t require a layered process, you can set it as “Anyone”, where any assigned approver can approve the request.
    👥 Approval flows help maintain transparency and ensure the right stakeholders validate leave requests.

    📍 Navigation:

    Settings → Approval Rules → Create Approval Rules

    4️⃣ Assign Policies to Employees

    Once policies are created, they need to be mapped to each employee.

    What needs to be assigned:

    • Attendance Policy
    • Leave Policy
    • Approval Rules

    How to assign:

    • Via individual employee profiles (when creating or editing)
    • Or by bulk upload through the employee menu
    🔁 This flexibility allows you to manage large teams efficiently while still customizing for individual needs.

    📍 Navigation:

    Employee → Create / Edit Employee

    Or

    Employee → Import → Assign Leave Policy & Approval Rules

    5️⃣ Employees Can Start Requesting Leave

    Once setup is complete, employees can request leave via Staffinc Work.

    Request Flow:

    • Leave request submitted
    • Appears in "Pending Approval" (Under Attendance → Pending Approval)
    • Assigned approvers can approve/reject
    • Approved leave is reflected in the attendance record for that date.
    ⏳ The leave status (approved or rejected) will directly impact the attendance calculation and payroll processing.