Requesting Leave

Leave requests made in the Self Service module flow through to the Payroll module for processing. Leave requests' statuses are then reported back to the Self Service module so employees can track the progress of their requests.

Checking Leave Balances

Employees can view their current leave balances on the Leave Balances (MPES3022) form.

The Projected Leave Balance (MPES4012) form lets employees enter a future date to check how much leave they will have by then, so that they can plan their leave requests more easily.

Making Leave Requests

Employees can make a new leave request from the Self Service module using the Submit a Leave Request (MPES3020) form. Manager can also use the form to create leave requests for the employees that they manage. The form can be accessed in several ways:

  • On the Employee Calendar (MPES4001) form, by double-clicking on a day, or clicking and dragging across a range of days.
  • On the Leave Balances (MPES3022) form, by clicking one of the Leave Request links in the main table.
  • On the Projected Leave Balance (MPES4021) form, by clicking the New Leave Request toolbar button.
  • On the Leave Requests (MPES3021) form, by clicking the + toolbar button.

Using this screen, an employee can enter all of the details for their leave request, including the leave type, and leave start and end dates. The employee can also attach documents to the request (this may be required, depending on the leave type's configuration).

Once a leave request has been submitted, it must be approved and then added to a pay run to be paid. This is done in the Payroll module.
Note: If no Approval Map has been selected for leave requests on the Self-Service Preferences (MPPP1010) form, requests are approved automatically as soon as they are submitted.

Checking Request Statuses

The Leave Requests (MPES3021) form shows the current status of all leave requests. Leave requests move through the following statuses as they are processed:

  • Open: The request has not yet been submitted for approval.
  • Submitted: The request has been submitted for approval. It can still be edited or deleted at this stage.
  • Approved but not paid: The request has been approved, but has not yet been processed as part of pay run. It can be edited, which will return it to the Open status.
  • Declined: The request has been declined and will not be processed further.
  • Ready To Pay: The request has been marked as ready for inclusion in a pay run (or pay runs, if the amount of leave spans more than one pay period). It can be edited, which will return it to the Open status.
  • Processing: The request has been added to a pay run, which is currently being processed. It can no longer be edited or cancelled.
  • Cancelled: The request has been cancelled and will not be processed further.
  • Partially Paid: If the requested leave spans more than one pay run, this status indicates that one or more of those pay runs has been processed, but there is still some of the request that has not yet been paid.
  • Paid: All days of the request have been paid, across one or more pay runs.