Skip to content 
Paypack Documentation
Leave > Leave Application List
Overview
The Leave Balance List is a comprehensive tool designed to manage and track employee leave applications effectively. It includes a form with various inputs to filter leave records based on criteria such as employee, company, branch, department, date range, and leave status. Users can easily select these options through intuitive dropdown menus and date pickers.
The filtered results are displayed in a responsive table that allows sorting and searching by various columns like Employee ID, Employee Name, Leave Type, Leave Approver, From Date, To Date, Total Leave, and Status. Additionally, users have options to clear filters, export data to PDF or Excel, and view detailed leave application information for each record. This system ensures efficient leave management, transparency, and accessibility for both employees and administrators.
Adding a Leave Application
Form Inputs
- Employee: Select the employee applying for leave from the dropdown menu.
- Leave Type: Choose the type of leave (e.g., Sick Leave, Annual Leave, Maternity Leave) from the dropdown menu.
- From Date: Select the start date for the leave.
- To Date: Select the end date for the leave.
- Leave Status: Choose the status of the leave application (Pending, Approved, Rejected, Cancelled).
- Leave Approver: Select the person responsible for approving the leave.
- Number of Days: This field is automatically calculated based on the From Date and To Date.
- Leave Reason: Provide a reason for the leave application.
- Is Half Day Leave Application?: Check this box if the leave application is for a half-day.
Steps to Add
- Navigate to the “Add New Leave Application” page.
- Fill in all the required fields.
- Click “Save” to submit the leave application.
Viewing Leave Application Details
To view the details of a specific leave application:
- Go to the “Leave Application List” page.
- Find the leave application you want to view.
- Click on the “View” button next to the application.
List View
The Leave Application List page provides a comprehensive overview of all leave applications. The list includes the following columns:
- Employee ID
- Employee Name
- Leave Type
- Leave Approver
- From Date
- To Date
- Total Leave
- Status
- Action
Filtering Leave Applications
Filter Options
- Employee: Filter applications by employee.
- Company: Filter by company.
- Branch: Filter by branch.
- Department: Filter by department.
- From Date: Filter by start date of leave.
- To Date: Filter by end date of leave.
- Status: Filter by leave status (Pending, Approved, Rejected, Cancelled).
Steps to Filter
- Use the filter options at the top of the Leave Application List page.
- Select the criteria you want to filter by.
- Click “Filter” to apply the filters.
Searching Leave Applications
To search for specific leave applications:
- Use the search bar at the top of the Leave Application List page.
- Enter the search term (e.g., employee name, leave type).
- The list will dynamically update to show matching results.
Sorting Leave Applications
The Leave Application List allows you to sort the entries by clicking on the column headers. You can sort by:
- Employee ID
- Employee Name
- Leave Type
- Leave Approver
- From Date
- To Date
- Total Leave
- Status
Steps to Sort
- Click on the column header you wish to sort by.
- The list will reorder based on the selected column in ascending or descending order.
Add New Leave Application
Go to Add New Leave Application Form Page
- Click “Add New Leave Application” to access the form.
Fill Out the Form
- Employee: Select the employee applying for leave from the dropdown menu.
- Leave Type: Choose the type of leave (e.g., Sick Leave, Annual Leave, Maternity Leave) from the dropdown menu.
- From Date: Select the start date for the leave.
- To Date: Select the end date for the leave.
- Leave Status: Choose the status of the leave application (Pending, Approved, Rejected, Cancelled).
- Leave Approver: Select the person responsible for approving the leave.
- Number of Days: This field is automatically calculated based on the From Date and To Date.
- Leave Reason: Provide a reason for the leave application.
- Is Half Day Leave Application?: Check this box if the leave application is for a half-day.
Form Submit:
- Clear: If you need to start over, click the “Clear” button.
- Save: Once you’ve filled out the form, click the “Save” button to add the new leave type.
Viewing a Leave Application
Step-by-Step Instructions
- Select the Leave Application to View
- Find the leave application you want to update. Click the three dots under “Action” and select “View.”
Next you will get this page:
Filtering Leave Applications
Filter Options
- Employee: Filter applications by employee.
- Company: Filter by company.
- Branch: Filter by branch.
- Department: Filter by department.
- From Date: Filter by start date of leave.
- To Date: Filter by end date of leave.
- Status: Filter by leave status (Pending, Approved, Rejected, Cancelled).
4. Searching data
To search for a specific data:
- Use the search bar at the top of the table.
- Type in keywords related to the data you are looking for.
- The table will automatically filter to show matching results.
5. Sorting data
To sort the data:
- Click on the column headers
- The table will sort the categories based on the selected column in ascending or descending order.
6. Exporting Report
To export the list:
Export to PDF: This feature allows you to save the asset inventory list as a PDF file. It’s like making a digital copy of the list that you can open and view using PDF reader software. This is useful for sharing the inventory with others or keeping a record for future reference. Just click on the “PDF” button, and the system will generate the PDF file for you to download and save on your device.
Export to Excel: This feature enables you to save the asset inventory list as an Excel spreadsheet. It’s like creating a table of all the assets that you can easily edit, analyze, or organize using spreadsheet software like Microsoft Excel. Simply click on the “Excel” button, and the system will create an Excel file containing the inventory data for you to download and use as needed.
Security and Permissions
-
User Permissions:
- Access to the Add, Update, Delete, View feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights to update information.
-
Data Security:
- Protect sensitive information by limiting access to authorized users only.
Troubleshooting
-
Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
-
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.
Summary
The Add, Update, Delete, View features in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.
