This presentation helps you in learning about the Empxtrack Leave Module. We login as 3 different employees to help demonstrate the leave process and then help configure the holiday calendar, weekends and setup a new leave type.

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Empxtrack Leave Management Module:

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Users and Functionalities
1. Apply for leave and respond to leave requests.
2. View leave records of all employees.
3. View leave trends across the organization.
4. Setup leave rules as per requirements.
a) Janet Leverling – the employee
b) John Steel – Janet’s Manager
c) Terri Osborn – the HR Manager
d) Susan Jones –Director HR
We will explore the functionalities
considering 4 levels of employees
This presentation will help you understand the different functionalities of Empxtrack
Leave Management module:

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Apply for Leave as an Employee
To apply for leave:
1. Log in as Janet Leverling.
2. Go to My Profile>>My Leave.
3. Click Apply to apply for Casual
Leave.
4. Input all the leave details and
submit by clicking on Apply.
The page displays all the applicable
leave types, leave balances, status
of leave applications & the
dashboard showing leave records
for a specific period.

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Approve Leave as Manager
To approve leave:
1. Log in as John Steel.
2. Go to My Messages and click on the View button of Leave message from Janet.
3. Click Submit to approve the leave, Reject to reject the leave, and Send back to employee
to send the leave request back to the employee for some correction, if required.
4. If a manager submits the leave request, it goes to the HR Manager for approval.
Note: The Leave Approval process appears at the top of Leave Requests page and can be
changed for each leave type.

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Accept Leave and Update Leave Records as
HR Manager
To accept leave request and update leave records:
1. Log in as Terri Osborn.
2. Click on the View button on the Leave message from John Steel.
3. Click Accept to accept the leave request, Reject to reject the leave request, Send back to
employee to send the leave back to employee and Send back to manager to send the
leave back to Manager for reconsideration.
4. Click Add note link to add a note.
If a leave is accepted, it will be updated
in the leave records.

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View Leave Records as Director HR
To view leave records:
1. Log in as Susan Jones (Director HR).
2. Go to Manage>>Manager Service >>Leave.
3. Go to Setup roles and filters and select HOD HR Department from Current role
dropdown. View all employees in the department with their leave status for the current
week.
You can filter the employees on the basis of groups that you have created or on the basis of
employee name. You can view leave balance for employees and leave transactions by
clicking on their respective tabs.

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Configure Weekly Off
Configure Leave Types, Holidays and Weekly offs in just a few clicks.
To configure Weekends in leave module:
1. Log in as HR Manager.
2. Go to Settings>>Employee self services>>Leave>>Setup weekends and holiday
calendar.
3. Click Add weekend button to configure
weekends as per your specific needs.
4. Select day(s) for weekly off from the
Select weekend dropdown. Click on
the checkboxesto define frequency
of the weekly off, specify the
applicable group of employees and
mention other details.
5. Click Save. The weekly off is
successfully added.

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Configure Holidays
6. Click Add Holiday button.
7. Provide holiday details on Set holiday window that appears and click Save.
A Holiday is successfully added.

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Configure Leave Types
To configure Leave Types:
1. Log in as HR Manager.
2. Go to Settings>>Employee self services>>Leave>>Setup leave types.
3. Click Edit button to modify a leave type. You can also Disable any leave type.

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Configure Leave Types
4. Click Add leave type button to add a new leave type on the page that appears.

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Configure Leave Types
5.Set leave rules according to the requirements in the LEAVE RULES section.
6. Set Leave Credit and Leave Lapse rules in the LEAVE CREDIT RULES section.
7. Click Save.
A leave type is successfully configured.

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For a free demo or more information, please connect with us.
Thank you
Empxtrack Team
Phone: +1-888-840-2682