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Smooth HR

Smooth HR

Leave Application

Leave Application is how employees request time off in Smooth HR. Each application specifies leave type, dates, and optional half-day flags, then routes through approval workflow. Approved applications reduce leave balance and sync with Attendance and Payroll payment days.

Help URL: smoothhiring.com/help/hrms/leaves/leave-application


Table of Contents

  1. Overview
  2. Where to find it
  3. Before you apply
  4. Creating a leave application
  5. Key fields
  6. Approval workflow
  7. Half-day and hourly leave
  8. Impact on attendance and payroll
  9. HR actions on behalf of employees
  10. Tips
  11. Troubleshooting
  12. Related guides

Overview

Aspect Detail
DocType Leave Application
Desk path /app/leave-application
Who creates Employee (self), HR User, Manager
Status flow Open → Approved / Rejected / Cancelled
Side effects Balance deduction, attendance marking, payroll LWP

The Leaves workspace sidebar lists Leave Application as the primary transaction — the document employees use most often after balances are allocated.


Where to find it

Access Path
Leaves sidebar /app/leave-application
Leaves workspace → Application card Leave Application
Employee desk / mobile Self-service (Employee role)
Email notification links Approve/reject from inbox

Related:

record Path
Leave Allocation /app/leave-allocation
Compensatory Leave Request /app/compensatory-leave-request
Leave Encashment /app/leave-encashment

Before you apply

Confirm prerequisites:

Check Why
Leave balance > 0 (for paid types) Application blocked or goes negative if policy disallows
Leave Period open Dates must fall in active period
Holiday list assigned Correct total leave day calculation
Not on Leave Block List Blackout dates reject application
Leave approver set Employee record has Reports To or Leave Approver

View balance: Employee Leave Balance report or balance field on the application form.


Creating a leave application

Step 1: New application

  1. Leave ApplicationAdd Leave Application.
  2. Employee — auto-filled for self-service; HR selects employee if creating for someone else.
  3. Leave Type — Casual, Sick, Earned, LWP, etc.
  4. Company and Department — pulled from employee.

Step 2: Dates

  1. From Date — first day of leave.
  2. To Date — last day (same as From Date for single day).
  3. Half Day — check if only half day on From Date (or configured date).
  4. Half Day Date — which date is half day (if different).

System calculates Total Leave Days automatically excluding weekly offs and holidays per Leave Type rules.

Step 3: Details

  1. Reason — optional but recommended for audit.
  2. Leave Approver — defaults from employee; override if needed.
  3. Follow via Email — notify approver on save.

Step 4: Save and submit

  1. Save — status Open (draft) or submit directly per your workflow.
  2. Submit — triggers approval notification.
  3. Approver sets status to Approved or Rejected.

Key fields

Field Description Required
Employee Person taking leave Yes
Leave Type Category of leave Yes
From Date Start date Yes
To Date End date Yes
Half Day Partial day flag No
Total Leave Days Computed leave count Auto
Leave Balance Before Application Snapshot at save Auto
Leave Approver Approving manager Yes
Status Open / Approved / Rejected / Cancelled Auto
Posting Date Accounting date (encashment link) Auto
Salary Slip Link if payroll processed Auto
Company Employee company Yes
Department Employee department Auto

Approval workflow

Status Meaning Next action
Open Submitted, awaiting decision Approver reviews
Approved Leave granted; balance deducted Attendance updated
Rejected Denied; no balance change Employee notified
Cancelled Withdrawn by employee or HR Restore balance if was approved

Approvers can act from:

  1. Leave Application list → open document → Approve / Reject.
  2. Email link (if configured).
  3. Workflow with multi-level approval (if customized on your site).

Enable Send Leave Notification in HR Settings → Leaves tab for email alerts.


Half-day and hourly leave

Pattern Configuration
Half day AM/PM Half Day checkbox + Half Day Date
Single day half From Date = To Date, Half Day checked
Multiple days + one half Set Half Day Date to specific date in range

Total Leave Days shows decimal (e.g., 2.5) for half-day scenarios. Balance deducts accordingly.

Some leave types disallow half-day via Allow Negative Balance or max rules — check Leave Type settings.


Impact on attendance and payroll

Attendance

When Auto attendance on leave approval is enabled (HR Settings):

  • Approved dates mark Attendance status On Leave.
  • Half days may mark Half Day status.

Manual environments require supervisors to mark attendance or use Employee Attendance Tool.

Payroll

Leave type Payroll effect
Paid leave Payment days unchanged
Leave Without Pay (LWP) Reduces payment days → lower net pay
Half day LWP Fractional payment day reduction

Payroll Entry reads approved leave before cutoff. Unapproved Open applications do not affect payroll.


HR actions on behalf of employees

HR Users and HR Managers can:

Action When
Create application for employee Employee unavailable or retro correction
Approve on behalf of manager Escalation / manager out of office
Cancel approved leave Plan change — restores balance
Reject duplicate applications Accidental double booking

Document reason in Reason or comments for audit trail.


Tips

  • Apply before blackout periods — block lists cannot be overridden without HR Manager role.
  • Check balance on mobile before multi-day trips.
  • Use Compensatory Leave Request after working holidays — separate from regular application.
  • Managers: act before payroll cutoff — pending Open applications cause attendance gaps.
  • Attach medical certificate — use Attachment on sick leave for policy compliance (custom field if required).

Troubleshooting

Issue What to do
Cannot submit — insufficient balance Request allocation; use LWP type; reduce days
Total days wrong Verify holiday list; check Include Holiday on Leave Type
Overlapping leave error Cancel or adjust conflicting approved application
Approver not receiving email HR Settings notification; verify approver email
Balance not deducted Application must be Approved and submitted
Attendance still Absent Enable auto attendance; manually correct via Attendance Request
Payroll not reflecting LWP Leave must be Approved before payroll run; confirm LWP flag on type


Last updated: May 2026

Last updated 1 week ago
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