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LeavePro

Finding your way around LeavePro

When you access LeavePro you’ll see a menu at the top of the screen.

What’s in the menu depends on your access. Employees see their own leave and the company calendar:

LeavePro’s menu for employees

Leave approvers also see “My Team”:

LeavePro’s menu for leave approvers

Administrators also see “Employees”, “Reports” and “Settings”:

LeavePro’s menu for administrators

The system is broken up into these main sections:

My Leave

This is where you’ll find your own leave. It has three tabs:

  • Calendar: Your own personal leave calendar. At the top you’ll see a summary of your leave balances. Below that you’ll see all upcoming leave that you have planned.
  • Applications: All of your leave applications and their status.
  • Balances: A detailed breakdown of your leave balances for each type of leave.

My Team

Leave approvers can see the leave of the employees they approve leave for. It has three tabs:

  • Current: Leave applications waiting for your approval, and your team’s upcoming leave.
  • Team Members: Everyone in your team and their leave balances. Click on a name to see their details, balances and leave applications.
  • Leave Applications: All of your team’s leave applications, which you can filter and export to Excel.

See Viewing your team’s leave for more details.

Company Calendar

The company calendar lets you see at a glance who will be away in the entire company or in a particular department.

This helps you plan ahead to avoid scheduling conflicts and being short-staffed.

Documents

“Documents” only shows in the menu if your company uses the LeavePro HR Documents add-on.

This is where you’ll find company documents shared with everyone, as well as your own employee documents, such as payslips.

Employees

This is where administrators manage employees.

You can add new employees, update existing employee information and remove employees.

You can also see a detailed breakdown of an employee’s leave balances and make corrections if needed.

Employees who have been given access to the documents of other departments, or of the whole company, also see “Employees” so they can find those documents. Leave approvers find their employees under “My Team” instead.

Reports

From here you can run reports on employees and their leave balances and leave applications.

Reports can be exported to Excel or PDF.

Administrators always see “Reports”. Other employees only see it if they have been given access to run reports for their department, their employees or the whole company.

Settings

The settings that control how the system runs. Only administrators and documents administrators see “Settings”.

You can also manage your departments, leave approvers, type of leave and pay cycles.

Notifications

When leave applications are waiting for your approval, a bell with the number of applications appears next to the help icon. Click it to see the applications. See How to approve and decline leave applications.