Leave

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Leave

Welcome to the user guide for the Leave in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Leave

  • Step 1.Grant Leave-Viewor Leave-View (Global) permission to employees at Permissions Settings
  • Step 2.Create the Maximum leave of the year
  • Step 3. Create theapproval process
  • Step 4. Createshift categoryandshiftfor employees
  • Step 5. Go to Leavemenu under Timesheets & Leavemodule from the left sidebar-> click on the Apply For Leavebutton.
  • Step 6. In the Apply For Leavepopup, fill in the following details: 1. Enter the Subject2. Select the type is Leave3. Select the Type of leave: Annual leave, Maternity leave, Private work without pay, Sick leave,other leave.4. Select the From Date5. Select the To Date6. Enter the Number of days: Enter 0.5 means half a day off, enter 1 means take a day off.Number of daysmust be less than or equal to Number of leave days remaining in the year.Note: Thenumber of daysis calculated based on your shift. For example, the working schedule of "phan pha" from July.7, 2023 - July 10, 2023. when creating a leave request, Number of days = 2.5 days. Days without a working schedule (July.9, 2023) are not included in the Number of days.7. Select the Follower8.Select the Handover9.Enter the Reason10. Upload theattachment file.
  • Step 7. Click on the Savebutton
  • Step 8. Approve this request The symbol "AL" is displayed on the timesheet.

Cancel Approve

If you are theadministrator, you can cancel the annual leave requests approval

Found this article helpful?

[ 0 Out of 0 Found Helpful ]

Still no luck? we can help!

Submit a ticket and we’ll get back to you as soon as possible.

Support Chat Available
Account login is required to start, please login to your account to proceed.