3 Apply Leave & Submit Claim
How to apply and submit your leave / claim
Apply Leave
Step by step on how to apply leave |
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- Step 1: Click "Apply Leave" from left menu
- Step 2: Click "Apply Leave" button from top right of the page
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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
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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
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Submit Claim
Step by step on how to submit claim |
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- Step 1: Click "Apply Claim" from left menu
- Step 2: To submit claim, click "Submit Claim" from top right of the page
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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
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Leave Profile
You can see your leave balance and status from "My Leave Profile". |
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- Step 1: Click "View Leave Profile"
- Step 2: View your leave application details
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My Claim Submission
You can see your submitted claim and status from "My Claim Submission"
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- 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.
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