Leave And Attendance

Leave and Attendance manage time away, attendance capture, rosters, shifts, overtime, and leave balances. These records can affect payroll, workforce planning, approvals, and employee performance review.

Workspace Reference

Workspace	How Users Reach It	Main Actions
Leave And Attendance Setup	HR -> Setup -> Time and Attendance Setup	Configure Leave Types, Shifts, and Attendance Rules before operational capture starts.
Time And Attendance	HR -> Operations -> Time And Attendance	Manage leave requests, balances, attendance, rosters, shifts, and overtime records.
Employee Management	HR -> Operations -> Employee Management	Review employee-specific leave balances, active leave requests, and approval actions from the employee detail.

Setup Dependencies

Before users record leave or attendance, administrators should configure:

• Leave types.
• Shifts.
• Attendance rules.
• Working calendars and holidays where applicable.
• Approval behavior for leave and overtime.

If setup is incomplete, users may not be able to select the correct leave type, shift, or rule.

Leave Types

Leave types define the categories of leave available to employees, such as annual leave, sick leave, maternity leave, paternity leave, compassionate leave, study leave, unpaid leave, or organisation-specific types.

Important leave-type considerations include:

• Whether the leave type is paid or unpaid.
• Whether balances are tracked.
• Whether approval is required.
• Whether the leave can be carried forward.
• Whether attachments or reasons are expected.

Leave Requests

A leave request normally captures:

• Employee.
• Leave type.
• Start date and end date.
• Reason or handover notes.
• Approval status.

Managers should review the requested dates, leave balance, workload impact, and handover before approving.

Operational Field Implications

Field Or Area	Meaning	User Impact
Employee	Person requesting leave, attendance correction, roster assignment, or overtime.	Drives balance checks, payroll impact, manager review, and reporting.
Leave Type	Category of absence being requested.	Determines paid or unpaid treatment, balance usage, evidence needs, and approval behavior.
Start Date And End Date	Leave period requested.	Affects leave-day calculation, roster coverage, payroll, and availability.
Shift	Expected working pattern.	Used to interpret attendance, lateness, absence, overtime, and roster planning.
Attendance Rule	Classification and calculation rule for time records.	Controls late, absent, overtime, manual edit, and rounding behavior.
Overtime Hours	Extra time requested or approved.	Can become payable only when policy and approval allow it.
Reason Or Handover Notes	Explanation for absence or extra work.	Helps managers assess operational impact and audit evidence.

Leave Balances

Leave balances show entitlement, used days, pending days, and available balance by leave type and period. A pending leave request may reduce the effective availability even before it is finally approved.

If a balance looks wrong, check the leave type setup, employee eligibility, period, previous approvals, and any manual balance adjustment.

Attendance

Attendance records capture whether an employee was present, absent, late, working a half day, or otherwise recorded under the configured attendance rules. Attendance can be entered manually or through the operating process used by the tenant.

Attendance information can affect payroll, overtime, discipline, performance, and operational capacity.

Rosters And Shifts

Rosters assign employees to planned shifts. Shifts define expected working time. Use rosters when the organisation needs to plan staffing by day, site, team, or service.

Review roster conflicts before relying on attendance or overtime results.

Overtime

Overtime requests capture the employee, date, hours, reason, and approval outcome. Approval can confirm the hours as requested or adjust actual approved hours.

Only approved overtime should be treated as payable where payroll policy requires approval.

Common Mistakes

• Approving leave without checking available balance.
• Recording attendance against the wrong date or shift.
• Creating overtime without approval where payroll requires it.
• Forgetting that holidays and weekends can affect leave-day calculations.
• Treating pending leave as final approved absence.

Good Practice

Review leave, attendance, rosters, and overtime before payroll processing. Make corrections while the period is still open so payroll and reports use accurate time data.