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Leave Management System User Guide

The document is a user guide for the 2017 version of the Leave Management System used by AEDC. It provides instructions on how to access and navigate the system, apply for leave, accept or decline stand-in requests, approve or decline leave requests as a supervisor, and manage holidays, sections, leave rules, approvals, and staff profiles as a leave manager. Key functions of the system allow employees to request leave, designate stand-ins, and be notified of approvals or denials, while leave managers can update settings and view analytics.

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MUHAMMAD SANI
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0% found this document useful (0 votes)
299 views15 pages

Leave Management System User Guide

The document is a user guide for the 2017 version of the Leave Management System used by AEDC. It provides instructions on how to access and navigate the system, apply for leave, accept or decline stand-in requests, approve or decline leave requests as a supervisor, and manage holidays, sections, leave rules, approvals, and staff profiles as a leave manager. Key functions of the system allow employees to request leave, designate stand-ins, and be notified of approvals or denials, while leave managers can update settings and view analytics.

Uploaded by

MUHAMMAD SANI
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Leave Management System

2017 Version User Guide

Leave Management System 2017 Version User Guide - Emem Isaac 1


1.0 How to access the Leave Management System

a. Open your internet browser (Chrome or Mozilla Firefox)


b. In the address bar type [Link]

2.0 How to login to the Leave Management System

a. Click the red Login button in the top right corner of the screen
b. Type in your AEDC email address into the Username box
c. Type your AEDC password into the password box
c. Click the blue Login button

If your username and password are correct, you will be taken to the home page of the leave
application.

Leave Management System 2017 Version User Guide - Emem Isaac 2


3.0 Understanding the home page

The home page has several sections

The Leave days left section shows you how many leave days you have left for each type of
leave. The type of leave you see is determined partly by your gender.

The my applications section is a listing of all your leave requests and their status. The red
delete button is available only for requests that have not been approved.

Leave Management System 2017 Version User Guide - Emem Isaac 3


Stand-in Requests section contains requests for you to relieve a colleague. You may either
accept by clicking the green Accept button to the right or decline by clicking the white Decline
button to the left. If you choose to decline, you will need to state why, before clicking the
white Submit button

The section (For my attention as Supervisor) shows all leave requests awaiting your response
as a supervisor. You may either accept by clicking the green Accept button to the right or
decline by clicking the white Decline button to the left. If you choose to decline, you will need
to state why, before clicking the white Submit button.

4.0 What information is required when applying for leave

Before applying for leave you need to have the following information:
a. The correct AEDC email address of the colleague who will be relieving you
b. The correct AEDC email address of your supervisor
c. The number of leave days you require
d. The date you want to start the leave

Leave Management System 2017 Version User Guide - Emem Isaac 4


5.0 How to apply for leave

To the left of the Leave software screen, you will see a link called Apply, click it. A form will
appear where you will need to provide such details as the the type of leave, the reason
(optional), when you want to start the leave, the number of days you will be gone, the
username of the officer to relieve you and the username of your boss.

The part of the email address before the @ is the username.

6.0 What happens after you submit a leave application

1. The officer to stand in for you receives an email asking him to respond to your request
2. If your stand in accepts, your supervisor receives an email asking him to respond to your
request
3. If your supervisor approves, you will receive email confirming that your leave has been
approved, stating when it starts and when it end.

7.0 How to accept to stand in

When a colleague chooses you as stand in, you will receive an email message containing a link
for you to click to accept or decline the request. See a sample below

Leave Management System 2017 Version User Guide - Emem Isaac 5


Click the blue “click here” to view the request. The image below shows the details for the
above request.

To accept, click Approve, to decline click Deny.

8.0 What happens after you accept to stand in

When you accept to stand in, the applicant receives an email that you have accepted.

9.0 How to decline to stand in

Follow the steps for accepting to stand in as per 7 above but instead of clicking Approve, click

Leave Management System 2017 Version User Guide - Emem Isaac 6


Deny, then in the space provided, explain your reason for declining, then click Submit.

10.0 What happens when you decline standing in

The applicant, your supervisor and HR all get notified.

11.0 How to approve a leave request (as a supervisor)

As a supervisor, you should have received an email message containing a link for you to click to
accept or decline the request. See a sample below

Leave Management System 2017 Version User Guide - Emem Isaac 7


Click on the link in blue and it will open up the leave request. Like below

To decline the request, click the white button, to approve the request, click the green button.

12.0 What happens when a supervisor approves a leave request

All stakeholders will receive notification (the applicant, the reliever, the supervisor and HR)

Leave Management System 2017 Version User Guide - Emem Isaac 8


13.0 What happens when a supervisor declines a leave request

All stakeholders will receive notification (the applicant, the reliever, the supervisor and HR)

14.0 Managing Holidays

The leave application has a Holidays listing view-able by all staff. Only Leave Managers can
update this list. This list enables the leave software properly calculate leave resumption dates.

If you are a Leave Manager, when you open this list, you will see options for removing and
adding holidays

Leave Management System 2017 Version User Guide - Emem Isaac 9


To add a new holiday, click the New Holiday blue button, then fill in the name and the date of
the holiday, then click Add Holiday to save.

15.0 Managing Sections

The sections feature enables adding, removing and listing departments and units. Section
administration is restricted to Leave Managers.

Leave Management System 2017 Version User Guide - Emem Isaac 10


To add a new section, click the blue New Office button. Fill in the details then click add office

Leave Management System 2017 Version User Guide - Emem Isaac 11


16.0 Managing Leave Rules

The Leave Rules feature enables Leave managers specify staff leave entitlements. At the
bottom of the screen, you will find a button for adding a new leave rule. If a leave rule
becomes obsolete, you can delete it.

Leave Management System 2017 Version User Guide - Emem Isaac 12


Fill in the details of the new leave rule, then click add leave entitlement.

17.0 Viewing Approvals

The leave approvals feature shows all approvals in the system.

18.0 Managing staff profiles

Leave Management System 2017 Version User Guide - Emem Isaac 13


This feature provides a listing of all users in the application. The list shows just 50 records at a
time. Each record has a link for viewing extra information about the user. This section also
enables importing of approvals and staff records from excel and creating a new staff profile.

Clicking the profile link, shows extra information about that user.

Leave Management System 2017 Version User Guide - Emem Isaac 14


After filling your entries, click Save.

Leave Management System 2017 Version User Guide - Emem Isaac 15

Common questions

Powered by AI

The 'Stand-in Requests' section lists requests for employees to relieve colleagues on leave. Users can accept or decline these requests, with declination needing a stated reason. This facilitates transparency and allows employees to plan and coordinate coverage, ensuring responsibilities are managed during absences. It supports team cohesion and ensures roles are covered effectively, minimizing workflow disruption .

The Leave Management System sends emails to all relevant parties: initially to the stand-in officer, then to the supervisor for approval, and finally to the applicant confirming the status. This stepwise notification ensures each stakeholder is informed and the process progresses systematically. Upon supervisor approval, all stakeholders, including HR, are notified, which ensures organization-wide communication .

Supervisory actions in the leave approval process are crucial, as they signal organizational approval or disapproval of leave applications. Prompt approval with justification can positively impact employee morale by valuing personal needs and fostering trust. Conversely, delays or unjustified denials may lead to employee dissatisfaction. This highlights the importance of clear communication and timely responses to maintain morale and trust .

When applying for leave, users must provide key details such as leave type, start date, number of days, and email addresses of their supervisor and stand-in. This comprehensive data collection ensures that all relevant information is captured, facilitating thorough evaluation and streamlined processing. By ensuring all parties are informed and capable of acting on the request promptly, the system enhances efficiency and accuracy in leave management .

The system provides features for managing staff profiles, including the ability to view, update, and import staff records and approvals. This facilitates adaptability by allowing the organization to accurately reflect changes in staff roles and responsibilities. Such flexibility is crucial for responding to dynamic business environments and ensuring employees are allotted leaves aligned with their current roles and obligations .

Automatic notifications play a critical role in workflow continuity by ensuring real-time communication between the applicant, stand-in, and supervisors. When a stand-in request is accepted, the applicant is notified, facilitating timely adjustments in personnel coverage. If declined, notifications to all stakeholders prompt reconsideration or reassignment, maintaining workflow and minimizing potential disruptions .

Managing sections enables the addition, removal, and listing of departments and units, ensuring the system accurately reflects the organization’s structure. This feature facilitates the organization and distribution of leave applications within specific departments, aiding in workload management and operational planning. It enhances organizational efficiency by aligning leave management with existing structural dynamics .

To log in to the Leave Management System, you must first click the red Login button at the top right corner. Enter your AEDC email in the Username box and your AEDC password in the Password box. Click the blue Login button to proceed. Each step is crucial: clicking the Login button initiates the process, entering the email and password authenticates user identity, and clicking the blue Login button confirms and submits the credentials for verification .

To decline a leave request as a supervisor, you access the link provided in the email notification, which opens the leave request interface. You then click the white Decline button and provide a reason for declining before submitting. This process ensures transparency and provides feedback to the applicant, informing them of the rationale behind the decision, thereby maintaining communication and organizational transparency .

Managing the Holidays feature allows Leave Managers to maintain an up-to-date holiday list, which impacts leave resumption calculations. By accurately adding or removing holidays, the system can precisely determine an employee’s available leave days and resumption dates. This is crucial for effective personnel management and planning, as it ensures that leave scheduling does not conflict with organizational operations .

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