Leave Management

How to create and manage employee leave requests in QBM (Employees module).

Module: Employees
Screens: Leave Request • Leave Request List
Audience: HR / Supervisors

1. Overview

Leave management in QBM is handled through:

  • Leave Request — create or edit a leave request with leave type, status, start/end dates, and notes.
  • Leave Request List — browse existing leave requests and perform common list actions (New, Go To, Delete).
Leave requests contain a Leave Type selector (employeeLeaveTypesCombo1) and a Status selector (employeeLeaveStatusCombo1), plus a start/end date range.

2. Leave Request

Use Leave Request to create or edit an employee leave request. The form includes Save actions (Save and Done, Save and New).

2.1 Create a leave request

  1. Open Leave Request from the Employees module.
  2. Enter the document Number (if your process uses numbering) and verify the Date.
  3. Select the Leave Type.
  4. Select the Leave Status.
  5. Select Leave Start Date and Leave End Date.
  6. Enter a Note if needed.
  7. Set flags:
    • Is Paid Leave — indicates this leave is paid (per your company policy).
    • To Be Printed — used when your process prints leave documents.
  8. Click Save and Done or Save and New.

2.2 Common fields (as seen on the screen)

FieldPurpose
NumberLeave request reference number for tracking.
DateDocument date / timestamp.
Leave TypeClassifies the leave request (type list is configured in your system).
Leave StatusOperational status of the request (configured status list).
Start DateFirst day/date of leave.
End DateLast day/date of leave.
Is Paid LeaveMarks whether the leave is paid (per company policy).
To Be PrintedMarks the request for printing workflows.
NoteAdditional details for HR/supervisors.

3. Leave Request List

Use Leave Request List to browse leave requests. The list screen includes standard list operations: New, Go To, Delete, and Done. A date selection control is available to control which requests are shown.

3.1 Steps

  1. Open Leave Request List.
  2. Use the Date filter (date selection combo) to narrow down records.
  3. Select a row and click:
    • Go To to open the request.
    • Delete to remove it (subject to permissions and business rules).
    • New to create a new request.
  4. Click Done to close the list.
The list form also supports printing through the system print helper for the grid (preview or print), depending on your UI commands.

4. Paid Leave & Payroll (Operational Guidance)

Leave management and payroll are related operationally: leave requests track entitlement and approval, and payroll processes payment. Your organization should define the policy for how paid leave is reflected in payroll.

If your payroll process requires paying leave as part of payroll, handle it through payroll processing (Payroll Entry / Payroll Transactions) using your company’s configured payroll items and pay codes. See PayrollUserGuide.html.
  • Paid leave request: mark the request as Is Paid Leave, and ensure your payroll admin includes the applicable paid leave item during payroll processing.
  • Unpaid leave request: your payroll admin may exclude paid leave items for the relevant period (policy-based).

5. Best Practices

  • Always use clear notes for exceptions (medical, urgent, partial days) to reduce future disputes.
  • Keep statuses consistent (for example: Requested → Approved → Completed) based on your HR policy.
  • Separate operational tracking from payment: leave requests capture the leave event; payroll captures payment.

6. Troubleshooting

Requests do not appear in the list

  • Adjust the Date filter to include the document date.
  • Confirm the request was saved successfully.

Paid leave is not reflected in payroll

  • Confirm the payroll admin added the relevant payroll items for the period.
  • Confirm your internal policy for paid leave is documented and consistently applied.
QBM Help • Employees • Leave Management