The Leave Requests Module in MokoCRM allows organizations to manage employee time-off requests, including vacation, sick leave, and other absences. It supports validation workflows, balance tracking, and integrated calendars for HR oversight.
The Leave Requests Module in MokoCRM allows organizations to manage employee time-off requests, including vacation, sick leave, and other absences. It supports validation workflows, balance tracking, and integrated calendars for HR oversight.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Leave Requests - Click Activate
- Configure leave types and validation levels under Setup → Leave Requests → Dictionary
🗂 Defining Leave Types
Set up your organization’s policies using the leave type dictionary:
- Label (e.g., Vacation, Sick Leave, PTO)
- Requires Approval toggle
- Automatically deducted from balance
- Public or private visibility
Go to:
Home → Leave Requests → Setup → Leave Types
🧑💼 Submitting a Leave Request
- Go to Leave Requests → New Request
- Select:
- Leave type
- Start and end dates
- Optional note to supervisor
- Submit for approval
- The status will reflect: Draft, Submitted, Approved, Refused, or Canceled
✅ Approving Leave Requests
Supervisors or HR users with the correct permissions can:
- View pending requests
- Approve or reject with comments
- Track multi-level validation chains (if configured)
Validated leave entries appear automatically in the calendar and employee summary.
📅 Calendar and Balance Tracking
Each approved leave is:
- Shown in the Global Leave Calendar
- Counted against the employee’s annual entitlement
- Viewable per user, per department, or globally
Balances can be reviewed under each user’s HR profile.
📌 Best Practices
- Define clear leave types and approval chains
- Review balances monthly to ensure compliance
- Combine with the HRM Module for integrated employee tracking
- Use the calendar view for planning and conflict avoidance
- Enable notifications for pending and approved requests
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