3   Apply Leave & Submit Claim

How to apply and submit your leave / claim

Apply Leave
Step by step on how to apply leave
 
 
  • Step 1: Click "Apply Leave" from left menu
  • Step 2: Click "Apply Leave" button from top right of the page
 
  Apply leave from "Apply For Leave" page:
  • Step 1: Select Approver, Leave Type, Duration and Date
  • Step 2: You can copy this leave application to your colleague for reference.
  • Step 3: Add Remarks and attachment if any or required
  • Step 4: Click "Submit"
  • Step 5: Click "Yes"
  • Step 6: you will receive an email notification upon successful submission of leave application
 
  View your leave details and status from the listing page.
  • Step 1: Click "Apply Leave" from left menu
  • Step 2: Filter the leave by status, type and date
  • Step 3: Click "Apply Filter"
  • Step 4: Click "Export as CSV" to generate and download the report
  • Step 5: Overview of your leave application
  • Step 6: You can view details, edit and cancel leave

Submit Claim
Step by step on how to submit claim
 
 
  • Step 1: Click "Apply Claim" from left menu
  • Step 2: To submit claim, click "Submit Claim" from top right of the page
 
  Submit claim from “Submit New Claims” page:
  • Step 1: Select approver, claim type, total amount and select GST
  • Step 2: Select the checkbox "Yes" if you have receipt, and enter the details
  • Step 3: Click "Choose File" to upload supporting documents
  • Step 4: You can copy this claim submission to your colleague for reference
  • Step 5: Add additional note or description for your claim
  • Step 6: Click "Submit"
  • Step 7: you will receive an email notification upon successful submission of claim application


Leave Profile
You can see your leave balance and status from "My Leave Profile".
 
 
  • Step 1: Click "View Leave Profile"
  • Step 2: View your leave application details

My Claim Submission
You can see your submitted claim and status from "My Claim Submission"
 
 
  • Step 1: Click "Apply Claim" from left menu
  • Step 2: Filter the claims by status, type and date
  • Step 3: Click "Apply Filter"
  • Step 4: Click "Export as CSV" to generate and download the report
  • Step 5: Overview of your claim application.
  • Step 6: You can view details, edit and cancel claim.