Add Leaves
Managing employee leave records can be a daunting task for any company, but Finovers streamlines this process, making it more efficient and user-friendly. This innovative application enables both employees and employers to track and manage leave requests seamlessly. The key distinction lies in the permissions: while employers can directly add leave records, any leave requested by employees must go through an approval process by the employer.
Here’s a step-by-step guide for employers on how to add leave for an employee:
- Start by logging into the system and heading over to the Resource Management section. You’ll find a navigation menu conveniently located on the left side of your screen. Click on the option marked "Resource" This action will transport you to a dedicated resource management page, where you'll encounter a comprehensive list detailing all your resources, along with relevant information about each.

- On the resource management page, take a moment to carefully review the list of resources displayed. If your organization has a substantial number of resources, it’s advisable to utilize the filter function. This useful feature allows you to narrow your search criteria, enabling you to quickly and easily find the specific resource whose leave details you wish to update.

- After identifying the resource in question, click on the employee ID link associated with that individual. This step will direct you to the detailed profile page of the selected resource, where you can access more in-depth information.

- Once you reach the resource details page, scroll down to locate the "Leave Details" tab. In this section, you will see a comprehensive list of leaves that the employee has previously taken, providing a clear overview of their leave history.

- In the Leave Details tab, you'll notice a button labeled "Add Leave Click this button to open a leave entry form, which will guide you through the process of adding new leave information.

- On the leave entry form, begin by specifying the leave dates, including both the start and end dates of the leave period. Next, enter the date on which you were informed about the leave request. You will then select the type of leave being requested from the available options: Bereavement Leave, Compensatory Off, Casual Leave, or Sick Leave. It’s essential to indicate whether the leave is paid or unpaid; by default, the selection will be set to "unpaid". Additionally, if the employee has provided a reason for the leave, there is a dedicated input box where you can enter this information. Finally, once all required fields are filled, click the "Submit" button to officially add the leave record for that employee in the system, ensuring that the records are up-to-date and accurate.

By following these steps, employers can efficiently manage leave requests, maintaining accurate records while ensuring compliance with company policy and employee needs.
There is an alternative method for adding a resource's leave that simplifies the process: you don't need to navigate to the individual resource's details page. Instead, you can perform this action from any page within the system. To do so, follow these detailed steps:
- Begin by directing your attention to the right side of your screen. Look for the "Settings Icon", which is typically represented as a gear or cog symbol. Once you find it, click on this icon; doing so will trigger a menu to display on the right side of the page.

- In the menu that appears, search for a button that features a "+" sign accompanied by the label "Add Leave". Click on this button, and a pop-up window will appear, presenting you with a leave form to fill out.

- On the pop-up leave form, start by selecting a resource name from the provided list of resources. After selecting the resource, you will need to enter several key details regarding the leave first is Leave Dates which Specify the duration of the leave by entering the start date and end date for your requested time off. next is Inform Date, the date you first learned about the need for this leave. then select Type of Leave Choose the appropriate type of leave from the available categories. These options typically include Bereavement Leave, Compensatory Off, Casual Leave, Sick Leave, and Paid or Unpaid Leave. By default, the system will select "Unpaid Leave", but you can change this selection if the leave qualifies for paid time off. last enter Reason for Leave In the designated text box, articulate the reason for your leave request. This information is crucial as it helps to clarify the necessity of your absence for future reference.

- After completing all mandatory fields in the form, take a moment to review your entries to ensure that all provided information is accurate and complete. Once you confirm that everything is correct, proceed by clicking the "Submit" button to finalize your leave request.
By following these steps, you will efficiently add leave for any resource without needing to access their detailed page directly.
