Apply for leave in Upvise using the “leave Application form. This form integrates into the Workbench Leave Module, where leave requests are managed and approved.
Getting Started
Before you can start using the leave form in Upvise, you must complete the configuration of your Leave Module in workbench
Set up Leave Types
Set up Statutory Holidays (Public Holidays)
Set up Statutory Holiday Types (Public Holiday Types)
Set up Timesheet Authorities for Leave Approvals
Submitting a Leave Application in Upvise
Leave requests are linked to the employee record in Upvise. To submit a new leave request, do the following:
Navigate to Contacts
Select “Groups”
Select the “Employee” Contact group
Select yourself from the list, or the person you are submitting the leave application on behalf of.
Click “+”
Click “Form”
Click “Employee”
Select Leave Application from the list of forms
Select the leave Type from the list
Select the leave approver in the “request Approval By” field (this should match the leave approvers in your timesheet approval set up)
Input the start date and end date.
Note: leave is inclusive of these days. So if you are taking leave for 1 day, you should select the same date in the start and end date field to calculate 1 day of leave.
To change the number of hours where you may only be requesting 4 hours of leave for that day, you can modify this in the “Number of Days” and “Number of Hours” fields
Click the “save” tick
Review the leave and click “Submit”
The leave request will land in workbench leave management module for your workbench leave administrators to review and approve.
You will see the tentative leave captured on the Jobs Calendar
End Process