Other Staff User Manual

Other Staff User Manual > Leave Management->Staff Leaves
Leave Management
Menu path : Leave Management->Staff Leaves

Here staff can apply their leave

How to Create Staff Leave?-General details Image
Leave Management-General details
How to Create Staff Leave?-Other details Image
Leave Management-Other details

Screen Fields Overview

Field Name Field Type Mandatory Data Nature Remarks
Leave Reference ID Text Yes Alpha numeric character By default, the system will provide an auto-generated Leave Reference ID that can be used. If institute wants to assign their own Leave Reference ID, System defaulted ID can be replaced with own Leave Reference ID
Staff Name Suggestion List Yes Alpha numeric character Select the Teacher name available in the list
From Date Date Picker Yes Date Mention start of the leave period in the from date
From Date Leave Option Drop down Yes Select any one below
  1. Half Day-Forenoon-Leave
  2. Half Day-Afternoon-Leave
  3. Improvement required
  4. Full day
Select the From Date Leave Option, it indicates half day or full day on leave start date
To Date Date Picker Yes Date Mention the end of the leave period in the to date
To Date Leave Option Drop down Yes Select any one below
  1. Half Day-Forenoon-Leave
  2. Half Day-Afternoon-Leave
  3. Improvement required
  4. Full day
Select the To Date Leave Option it indicates half day or full day on leave end date.
Other Details
Leave Type Drop down Yes Select any one below
  1. Sick
  2. Planned
  3. Casual
Select the Leave Type
Reason Text Yes Text Enter the reason for leave

Q: How to Create Staff Leave?

Staff Leave can be Created by following the below steps:
  • Choose Menu ( Leave Management->Staff Leaves) from Menu tree
  • Click “Create” in the menu in step 1.
  • Fill in the necessary fields. (refer to the screen fields overview table above)
  • Click “Next” at the bottom of the screen to move on to the next steps.
  • Once reach the last step, you may enter remarks about the Creation. This remark can be seen in the field ‘maker remarks’, under the audit tab of the full record view. If the maker of the record wants to convey some message to the checker or they want to keep some notes, they can type it here. The Checker can see the same before authorization under the audit tab in the screens.
  • Click “Save” in the last step.

Tips:

  • Admin, Teacher and Other staff can create the Staff Leave.

Q: How to view Staff Leaves?

Staff Leave can be Viewed by following the below steps:
  • Choose Menu ( Leave Management->Staff Leaves) from Menu tree.
  • Click “View” in the step1.
  • You will see the filter screen now, where in you can see below search filters which can be used to list out the records
    • Staff Name
    • Staff ID
    • From
    • To
    • Status
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin, teacher or other staff
      Please type value for any one of the above filters and then press next
  • You can see all the resulted records which are satisfied by your above chosen search filter.
  • If there is only one resulted record for the given filter, system will automatically take you next step, otherwise click on record which needs to be Viewed
  • Then System will bring full detailed view of the record; you can see General, Others and Audit tabs. You can click the tab to see corresponding details.

Q: How to Modify Staff Leave?

Staff Leave can be modified by following the below steps:
  • Choose Menu ( Leave Management->Staff Leaves) from Menu tree
  • Click “Edit” in the step1.
  • You will see the filter screen now, wherein you can see below search filters which can be used to list out the records.
    • Staff Name
    • Staff ID
    • From
    • To
    • Status
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin, teacher or other staff
      Please type value for any one of the above filters and then press next
  • You can see all the resulted records that are satisfied by your above-chosen search filter .
  • If there is only one resulted record for the given filter, the system will automatically take you next step, otherwise click on record which needs to be modified.
  • Then the System will bring the full detailed view of the record; you can see General, Others and Audit tabs. You can click the tab to modify corresponding details
  • You can change the details of the required fields.
  • Click “Next” at the bottom of the screen.
  • Once reach the last step, you may enter remarks about the Modification. This remark can be seen in the field ‘maker remarks’, under the audit tab of the full view of the record. If maker of the record wants to convey some message to checker or they want to keep some notes, they can type it here. Checker can see the same before authorization under the audit tab in the screens.
  • Click “Save”.
Tips:

Admin, Teacher and Other staff can Modify the Staff Leave.

Modification scenarios

Modification can be done for the following scenarios:
  • If there is a change in already existing record of Staff Leave.

Q: How to Delete Staff Leave?

Staff Leave can be Deleted by following the below steps:
  • Choose Menu ( Leave Management->Staff Leaves) from Menu tree.
  • Click “Delete” in the step1.
  • You will see the filter screen now, where in you can see below search filters which can be used to list out the records
    • Staff Name
    • Staff ID
    • From
    • To
    • Status
    • Auth Status
    • AuthStatus filter can be used to fetch records which are either Authorized (Verified) or unauthorized (Not Verified) by admin, teacher or other staff
      Please type value for any one of the above filters and then press next
  • You can see all the resulted records which are satisfied by your above-chosen search filter.
  • If there is only one resulted record for the given filter, the system will automatically take your next step, otherwise click on the record which needs to be deleted.
  • System will bring full detailed view of the record.
  • Click “Delete” in the bottom of the screen.
Tips:

The Person who Creates the Record can only delete that record.

Deletion scenarios

Deletion can be done for the following scenario:
  • Other staff/Teacher mistakenly created the Staff Leave, and it is not yet authorized by admin, teacher or other staff, they can delete the record.
  • Other staff/Teacher mistakenly modify the Staff Leave, and it is not yet authorized by admin, teacher or other staff, they can delete the modification version.

Q: How to Authorize the Staff Leave?

Authorize means that a record created or modified by one staff should be verified by the admin, teacher or other staff.
If one level of authorization steps is not required , you can avoid the same by allowing auto-authorization for Teacher / Other staff users. This can be done from User->Role screen, Please refer user manual of User -> Role screen for more details.
Staff Leave can be authorized by following the below steps.
  • Choose Menu ( Leave Management->Staff Leaves) from Menu tree
  • Click “Authorize” in step1.
  • The unauthorized Staff Leave Management records will be displayed
  • If there is only one unauth record, the system will automatically take your next step, otherwise click on the record which needs to be authorized
  • Then the system will show you the full details of the record, you can verify the details
  • Click “Next” in the bottom on the screen.
  • Once you reach the last step, if you want to enter any remarks about this authorization or rejection, you can enter them here. This can be viewed under the “Checker Remarks” field of the audit tab of the full record view.
  • Click “Auth” or “Reject”.
Tips:

  • Authorize means that a record created or modified by one staff should be verified by the admin, teacher or other staff.
  • If the record is modified by admin, then that record is Auto authorized or Auto Verified. So, there is no need for authorization or verification by another admin.
  • During Authorization, admin can either Authorize or Reject the created or modified records. They can reject the record in the case of an error in modification.

Authorization scenarios

Authorization can be done for the following scenarios:
  • After creation or modification, in order to apply the changes throughout the application, it requires authorization or verification from the admin, teacher or other staff.
  • During verification, Admin can find the human errors.

Case Study