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My Application

  • Leave Application is a formal document created by an Employee to apply for Leaves for a particular time period.

    Dashboard

    Steps:
  • Go to my profile
  • First, Click on Self help
  • Click on My Applications





    My Application tab:

  • The Employees self-apply for leave, which shows up in the HR application's New Application tab.
  • In My application tab, Sidebar filter showing Month wise application the Report.

    Add Leave

    Steps
  • Go to the My Application
  • Then Click on Add Leave.




  • Add Leave Form will be shown.




  • Enter all required details.
    1.Subject: Enter the Reason for leave application
    2.Sub-Category: We have provide the Leave type in dropdown in the sub category as follows:-
    1.1) Casual Leave:- Casual leave refers to a type of leave or time off granted to employees for personal reasons that are not related to illness or emergency situations.
    1.2) Compensatory Leave :- Compensatory leaves are leaves granted for working overtime or on holidays, normally compensated as an encashable leave.
    1.3) Emergency Leave :- Emergency leave is time allowed off from work for genuine, unforeseen emergencies.
    1.4) Half Day :- A half-day is a day when you work only in the morning or in the afternoon, but not all day.
    1.5) Medical Leave :- You can avail of these leaves if you are unwell.
    1.6) No-Pay Leave :- You can avail these leaves for different purposes, such as extended medical issues, educational purposes, or unavoidable personal reasons.
    3.Start Date:You can enter the Date on which you leave to be started.
    4.Start Time: Enter the Start time.
    5.End Date: You can enter the Date on which you Leave to be Ended.
    6.End Time: Enter the End time.
    7.Approver :- Enter the Approver Name.
    8.Reason: Enter the Reason.
  • After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.

  • Added application is displayed in Reports as shown in the below image.




  • On click of the View icon, users can view applications.




    Add Misc

    Steps
  • Then go to the My Application
  • Then Click on Add New Misc
  • Info tab by default display form will get open as per the below image.




  • Enter all required details.
    1.Subject :- Enter the Reason for Misc application.
    2.Sub Category:- Select Sub-Category using dropdown. We have given in Misc type dropdown in sub category as follows :-
    1.1) Asset :- An asset is anything that has current or future economic value to a business.
    1.2) Conveyance :- a means of transporting, especially a vehicle, as a bus, airplane, or automobile.
    1.3) Expense :- An expense is a cost that businesses incur in running their operations.
    1.4) Loan :- a loan is financial assistance obtained by borrowers for personal, medical, or other purposes from a financial institution like a bank.
    1.5) Lodging :- a temporary dwelling or sleeping place.
    1.6) Others :- Any others Mention the Misc reason.
    3. Approver :- Enter the Approver Name.
    4.Reason: Enter the Reason.
    5.Start Date: You can enter the Date on which you leave to be started. Select the Start date.
    6.Start Time: Select the Start time.
    7.End Date: You can enter the Date on which you Leave to be Ended. Select the End date.
    8.End Time: Select the End time.

  • Click on the Account tab form will get open as per the below image.





    1.Account Nature: Select Account nature using dropdown.
    2.Amount: Enter the Amount.
  • Click on the Attachment form will get open as per the below image.




  • Attachment :- The Misc Application refers to Attachment as attach Document.
  • After filling all the mandatory fields click on the Submit button. On click of submit, reports will be added successfully.

  • Added misc is displayed in Reports as shown in the below image.




  • On click of the View icon, users can view applications.




    Summary Tab

  • The leave balance on the summary tab is displayed for the employee who has his own account.
  • The Summary tab shows upcoming Public Holiday list.
    Steps
  • Click on My Profile Icon
  • After that, show a menu with drop-down options, and select My Application
  • Then go to the Summary tab




    History

  • History tab gives the view of Reject/Approve/Cancel Leave application Records that are already existing.
  • In History tab, Sidebar filter showing Month wise application the Report.
    Steps
  • Click on My Profile Icon
  • After that, show a menu with drop-down options, and select My Application
  • Then go to the History Tab




  • On click of the View icon, users can view applications.

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