HR Leave
Leave requests and balances: record leave, approve or reject it, and see how much leave each employee has left.
Why and when you use it
Without a leave record, nobody knows who is off next week or how many days a person has already taken. HR Leave keeps requests, approvals and balances in one place, so you can plan cover for salesmen's beats and pay salaries correctly. The manager approves leave; the office manager records it.
Before you start
- Add your staff (Employees)
- Agree your leave policy (how many days of each kind per year)
Step by step
- Open HR LeaveUnder Stockivio ERP, open HR Leave. You see leave requests and each employee's balance.
- Record a requestAdd a leave request for the employee with the dates and reason, and save it.
- Approve or rejectThe manager reviews the request and approves or rejects it. Decide quickly so the employee can plan.
- Check the balanceLook at the employee's remaining leave before approving; leave beyond the balance is usually unpaid, as per your policy.
- Plan coverFor a salesman, change his beat on those dates in Beat Planner so his customers are still visited.
- Check against attendanceApproved leave days should show as leave in HR Attendance, not absent.
Worked example
Imran, salesman at Sharma Traders, asks for leave on 20 Nov 2026 for a family function. He has 6 days of leave left this year.
- Pooja opens HR Leave and records Imran's request for 20 Nov 2026, reason family function.
- The owner checks his balance (6 days) and approves it.
- Pooja opens Beat Planner and moves the Sanganer beat on 20 Nov 2026 to Ravi.
- On 20 Nov 2026 HR Attendance shows Imran on leave.
Result: Imran's balance drops to 5 days, his customers are still visited by Ravi, and November payroll treats 20 Nov as paid leave rather than an absence.
💡 Tips
- Ask staff to request leave at least a week ahead, except emergencies.
- Review balances every quarter so nobody is surprised at year end.
- Keep festival holidays in Holidays, not as leave, so they do not reduce anyone's balance.
⚠️ Common mistakes
- Approving leave on paper and never recording it here, which makes the day look like an absence.
- Forgetting to move a salesman's beat, leaving his shops unvisited.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open HR Leave and show balances.
- Scene 2: Record Imran's request.
- Scene 3: Approve it.
- Scene 4: Move his beat in Beat Planner.
- Scene 5: Show the leave day in HR Attendance.