How to create Leave Application in ERPNext ?

If your organisation has a system where your employee need to apply for leave and leave can be track able then ERPNext allows to create Leave Application for employee.

Follow these steps to create Leave Application

1)Goto

Human Resources->Documents->Leave Application->New

As you can see in the above diagram,

In the Leave Application Form enter the details

Leave Type-Leave Type like Sick Leave,Casual Leave,Privilege Leave

From Date/To Date-Select dates, shows Leave period which is taken

Employee-Name/ID of the employee

Leave Approver-Leave Approver is a user who can approve Leave Application for an employee and you need to mention Leave Approver list in Employee Master

2)You need to allocate leaves for employee.To allocate leave goto

Human Resources->Tools->Leave Allocation Tool

As you can see in the above figure,Select Employee Type,Branch,Department,Designation to allocate leave. And also select Leave Type like Sick Leave,Casual Leave and enter the  Leaves number in Days(Say total 10 sick leave per year for all employee).Check Carry Forward if leaves can be carry forwarded(if your organisation maintains carry forward leaves).Then click on Allocate to allocate leaves.

or

You can also allocate leave for Particular Employee, to allocate leave goto

Human Resources->Setup->Leave Allocation->New

As you can see in the above figure,Select the Employee,Leave Type and enter the total number of leaves in New Leaves Allocated for particular employee.Check Carry forward if leaves are carry forwarded.After entering all data Save and Submit the form

3)After entering all data in Leave Application form the form looks like

4)When employee saves Leave Application,ERPNext will automatically sends Notification to Leave Approver. 

See above figure,how Leave Application form looks for Leave Approver.

Leave Approver can approve/reject the leave by selecting Approved/Rejected in status and Only Leave Applications with status 'Approved' can be submitted.

Note:

What will happen after Submitting Leave Application

-In Employee Leave Balance Report(Human Resources->Standard Reports->Employee Leave Balance),Employee can see information about how many leaves are allocated,how Many leaves are taken,how many leaves are remaining