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
- Overview
- Where to find it
- Before you apply
- Creating a leave application
- Key fields
- Approval workflow
- Half-day and hourly leave
- Impact on attendance and payroll
- HR actions on behalf of employees
- Tips
- Troubleshooting
- 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
- Leave Application → Add Leave Application.
- Employee — auto-filled for self-service; HR selects employee if creating for someone else.
- Leave Type — Casual, Sick, Earned, LWP, etc.
- Company and Department — pulled from employee.
Step 2: Dates
- From Date — first day of leave.
- To Date — last day (same as From Date for single day).
- Half Day — check if only half day on From Date (or configured date).
- 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
- Reason — optional but recommended for audit.
- Leave Approver — defaults from employee; override if needed.
- Follow via Email — notify approver on save.
Step 4: Save and submit
- Save — status Open (draft) or submit directly per your workflow.
- Submit — triggers approval notification.
- 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:
- Leave Application list → open document → Approve / Reject.
- Email link (if configured).
- 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 |
Related guides
Last updated: May 2026