Leave Quota

Module Overview & Navigation

Navigate to My Leave Rotas#

• Access the Leave Mgt sub-module from the main Self Service navigation portal and click on My Leave Rotas.
• TThe main landing registry provides a high-level table summary of active, pending, and processing annual employee leave schedules. Key visible data columns include:
  • The main landing registry provides a high-level table summary of active, pending, and processing annual employee leave schedules. Key visible data columns include:
  • Seq. No / Wkflw Status: Assigned execution block counters and timestamped lifecycle process parameters.
  • Curr. Assignee / State: Real-time routing target nodes and generalized workflow condition states (e.g., Running, New).

Workspace Interfacing: View vs. Edit#

1. View Leave Rota Profile#

• Select an active record file (e.g., ID 51249) from the main grid to drop down into the read-only My Leave Rota View dashboard.
• The upper panel houses frozen profile tracking variables:
  • Leave Year / Staff: Validated calendar operational horizon (e.g., 2026-01-01 to 2026-12-31) linked via lookup indexes to specific employee codes.
  • Disburse Date: Precise ledger entry release calendar window (defaults to the current date).Sequence No / Quota: System-calculated priority index value alongside the employee’s total annual allocated base day pool (e.g., 20).

2. Edit/Create Leave Rota Profile#

• To construct a new schedule profile or adjust an editable draft, initialize the creation canvas (My Leave Rota Edit).
• Populate and define foundational tracking parameters in the upper configuration panel:
  • Leave Year: Select the operational calendar year using the search lookup tool. This maps the record to a validated time horizon (e.g., 2026-01-01 to 2026-12-31).
  • Staff: Use the lookup engine to bind the rota configuration to an explicit employee identifier string and full name profile (e.g., NG-EMP-00166 for ABDULKAREEM, Ridwan Olasunkanmi).
  • Sequence No / Quota: Enter or review the assigned block execution index along with the total designated annual time-off day allowance pool (e.g., 20).

Core Configuration Sub-Tabs#

Advanced operational settings, historical trails, date intervals, and engine settings are isolated across five structural tabs located at the base of the interface:

Tab A: Rota Dates#

• Open the Rota Dates tab to view or segment the planned chronological blocks carved out from the available annual quota.

• When in Edit mode, click the + New action button inside the sub-tab menu toolbar to open a blank interval entry line.

• The database segments vacation blocks inside a sub-grid tracking the following columns:

  • Start / Projected End: Calendar range brackets outlining the designated leave windows.
  • No Of Days: Precise business days consumed by the specific row execution (e.g., 5 days, 4 days).
  • Has Applied: Verification checkbox indicating whether a formal leave request application has been launched against that specific schedule window.

• Modification Tools: Select a row’s radio button and use Edit to modify planned ranges, or Delete to purge an interval block and return those days to your unallocated quota pool.

Tab B: Reviewers#

• Select the Reviewers tab to inspect the approval chain architecture provisioned to regulate this specific schedule configuration.
• Review the specific personnel assigned to the verification loop:
  • Reviewer Identity: Assigned authorizing employee code and name data strings (e.g., NG-EMP-00043 for BENJAMIN-ADE, Eniola Joseph).
  • Precedence / Start: Numeric authorization priority ranking (e.g., Layer 1) alongside active tracking launch timestamps.
  • Is Current: Checklist flag defining the exact reviewer currently holding action authority over the file lifecycle.

Tab C: Documentation#

• Select the Documentation tab to manage or append compliance paperwork, travel itineraries, medical certificates, or scheduling memos if required by your administrative setup.

Tab D: Current Wkflw Status#

• Select the Current Wkflw Status tab to analyze the live operational environment properties holding the file transaction.
• Audit the underlying engine configuration across the field blocks:
  • Status Metrics: Tracking values displaying the Status Date, raw Status classification (e.g., RUNNING), and ongoing operational descriptions under Summary, Notes, or Resolution.
  • Routing Nodes: Analyze system properties governing routing vectors across AssigneeType (e.g., Machine), search grids mapping Assigned Unit, target Assignee accounts, and corporate operational roles under Assigned OrgRole.

Tab E: Wkflw History#

• Click onto the Wkflw History tab to track the ancestral lifecycle journey of the request packet across historic organizational milestones.
• The structural ledger provides a chronological breakdown mapping how the record achieved its current stance:
  • Step Count / Start Time: Numeric order index trackers mapping step positions alongside processing entry timestamps.
  • Step Status / Summary: Micro-stage metadata parameters tracking historical phase transitions (e.g., HR_APPROVAL, MGT_APPROVAL, WAIT_COMMENCE, RUNNING).
  • Assignee Metadata: Clear records mapping ownership classification variables across organizational sub-units (e.g., Executive Office) and specific routing authorization scripts under Sec Role descriptors.

Form Processing & Execution#

When configurations across all sub-profiles and dates are synchronized without errors, execute the record using the master toolbar actions at the top of your workspace:

• Draft Retention: Click Save to lock your ongoing configuration parameters in draft status without forwarding them down the stream.

• Workflow Injection: Click Save & Close to preserve parameters, exit the form layout, and advance the file into active reviewer processing lanes.

• Administrative Override: If your profile role clearance matrix matches the active step node inside a file’s lifecycle, utilize the Approve, Reject, Send, or Recall control options inside the main header panel to manage execution progression.