How to Create a Leave Request Self by an Employee in Horilla HRMS

Creating a leave request is an important task for employees using Horilla HRMS, a complete HR management system. This feature lets staff members ask for time off officially, ensuring that all necessary documentation and approvals are in place. Knowing how to submit a leave request effectively helps maintain clear communication between employees and their managers. It also makes the process of managing absences smoother for everyone involved.

By using Horilla HRMS for leave requests, employees can easily track the status of their requests and receive notifications about approvals or any further actions needed. Managers can quickly review and manage these requests, ensuring that all absences are properly recorded and that staffing levels are maintained. This streamlined process helps prevent misunderstandings and keeps the organization running smoothly.

To read more about managing leave allocation requests in Horilla HR Software, refer to our blog How to Manage Leave Allocation Requests in Horilla HR Software

How to create a request

1. Accessing the Leave Menu:

• Open the Horilla HRMS System and login to your account.
• Look for the main menu, typically located on the left side or top of the screen.
• Find and click on the “Leave” option in this menu.
• Once clicked, a dropdown or expanded menu will appear.
• In this expanded menu, locate and select “My Leave Request”.

2. Viewing Leave Types:

• After selecting “My Leave Request”, you’ll be taken to a page displaying your leave information.
• On this page, you’ll see various containers, each representing a different leave type assigned to you.
• For each leave type, the container will show
  a. Available days: The number of days you can currently take for this leave type.
  b. Carryforward days: Any unused leave days from previous periods carried over.
  c. Total days: The sum of available and carryforward days, representing your total leave balance for this type.
• This view allows you to assess your leave balances across different types of leave quickly.

3. Creating a Leave Request (Method 1 – Via Leave Type):

• From the leave types display, click on the specific type of leave you wish to request.
• This action will open a leave request form.
• In this form, you’ll need to provide:
  a. Start date of your leave
  b. End date of your leave
  c. Any date breakdowns (e.g., if you’re taking half days or specific hours)
  d. Reason for leave (if required)
  e. Attach any necessary documents (e.g., medical certificates for sick leave)
• Review all entered information for accuracy.
• Submit the form to create your leave request.

4. Creating a Leave Request (Method 2 – Via Create Button):

• Look for a “Create” button, typically located in the top left corner of the My Leave Request page.

• Click this “Create” button to open a new leave request form.
• This form will require you to:
  a. Select the type of leave you’re requesting from a dropdown menu
  b. Enter the start and end dates of your leave
  c. Provide any necessary date breakdowns
  d. Give a reason for your leave (if required) e. Upload any required documents
• Double-check all information entered.
• Submit the form to create your leave request.

Additional Information:

• The system likely has built-in checks to ensure you’re not requesting more leave than you have available.
• Different leave types may have different requirements (e.g., sick leave might require documentation, while annual leave might not).
• After submitting a request, it typically goes through an approval process, which may involve your supervisor or HR department.
• You may be able to view the status of your leave requests (pending, approved, rejected) in the same “My Leave Request” section.

The leave request feature in Horilla, an advanced HRMS, significantly enhances the management of employee absences, offering numerous benefits to both staff and the organization. This feature simplifies the process by enabling employees to submit their time-off requests quickly and conveniently. It ensures managers can easily review, approve, or decline requests while maintaining a comprehensive view of team availability and staffing levels. This visibility helps in planning and resource allocation, ensuring that operational needs are met without overburdening any team member. The automated nature of the system reduces the administrative workload associated with traditional leave management methods. It minimizes errors that can occur with manual processes, such as miscommunications or lost paperwork, thereby increasing accuracy and reliability. Additionally, the system ensures adherence to company policies and labor laws, reducing the risk of non-compliance.

To read more about the best practices & benefits of Horilla HRMS for attendance management, refer to our blog Top 10 Best Practices & Benefits of Horilla HRMS for Attendance Management