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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