Leave
Leave requests, types, and approval workflows in Optserv's HR module.
The Leave module handles employee time-off requests from submission through approval or rejection.
How leave works
- Employee submits a request — specifies leave type, date range, and optional notes
- Request routes for approval — goes to the employee's manager (or HR if no manager is assigned)
- Approver reviews — approves or rejects with optional feedback
- Employee is notified — leave status updates in their view
Leave types
Leave types are configured by HR or Admin. Common types:
- Annual leave (vacation)
- Sick leave
- Unpaid leave
- Public holiday
- Parental leave
- Compassionate leave
HR and Admin can create custom leave types based on company policy.
Visibility by role
| Role | What they see |
|---|---|
| Employee | Their own leave requests and status |
| Manager | All requests from their department |
| HR | All leave requests, company-wide |
| Admin | All leave requests, plus configuration |
Approval routing
Approval routes to the manager of the employee's department. If the department has no assigned manager, the request escalates to HR.
If the employee is a manager themselves, their own leave requests route to HR or Admin for approval.
Leave balances
Leave entitlements (days per year by type) are configured per company. The system tracks:
- Entitlement — days allowed per leave type
- Used — days consumed by approved leave
- Remaining — entitlement minus used
HR and Admin can adjust individual balances manually for carryover, corrections, or pro-rated hires.
Rejection and resubmission
When a leave request is rejected, the employee is notified. They can resubmit with updated dates or cancel the request entirely. Rejected requests do not consume leave balance.
Tips
- Set up leave types before employees start submitting requests — otherwise everything becomes "General Leave."
- Ensure all managers are assigned to departments before launch, or leave requests will sit in HR's queue instead of routing to the right person.
- Leave overlapping with public holidays should be configured via leave type rules to avoid double-counting.