OPPTIMO

Help Center

My Leaves

Purpose

This option provides all details of leaves that the logged-in user has applied. Requesting or removing or changing leaves can be done through this window.

Steps:

Main view -> Click on alt text to open “Leaves” window

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Note:

Users can use alt text toolbar to change the view to see all leaves or leave of a particular year.

Request Leaves

Steps:

Step 1: Click on alt text -> Click on alt text button on to open “Add Leave” window.

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Step 2: Set < From > date by clicking on calendar alt text icon at the end of field.

Step 3: Set < To > date by clicking calendar icon alt text at the end of the field. And this is optional, this feature is use to request leaves as range. It will take same date in < From> field as default.

Step 4: Select < Type > of leave as “Full Day” OR “Half Day”.

Step 5: Type the reason for requesting leave(s) at the < Reason > field.

Step 6: Click on alt text button to save the leave(s) request OR Click on alt text button to exit. After requesting leave(s), it will appear as pending until it gets approved.

Once a user requests a leave, managers and admin type users can view those leave from
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Note:

Users cannot request leaves for past days. Can request only for current date and future dates only.

View My Leaves

Purpose

This view is use to view leave that requested and status of the leave. It provide user to sort data according to the column title by clicking on the column header.

Steps:

Step 1: Click on alt text -> Click on alt text drop-down arrow of alt text option.

Step 2: Select view option either as < Year > or < All >. Default view option is < Year >.

For < Year > view, there are two navigation keys alt text to help the user. By clicking on left arrow alt text key, user can view leaves of previous years, and right arrow alt text key changes the view to leaves of next year’s according to the year mentioned between navigation key.

Change Applied Leaves

Purpose

To change applied leaves that are in “Pending” sate. Users cannot change/ edit leaves that are approved or rejected.

Steps:

Step 1: Click on alt text -> Click on “Edit” alt text icon of the action column that you need to change/ edit.

Step 2: Do the necessary modifications in the “Change Leave” window.

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Step 3: Click on alt text button to save the changes OR click on alt text button to exit.

Delete My Leaves

Purpose

This option is to remove pending and upcoming requested leaves. Users cannot delete backdated, approved or rejected leaves.

Steps:

Step 1: Click on alt text -> Click on “Remove” alt text icon of the action column that you need to remove.

Step 2: Click on “Yes” button on “Remove Confirmation” pop-up window to confirm the deletion.

My Leaves Calendar

Purpose

You can use left side calendar panel to see holidays of logged-in user’s country. Additionally the calendar of this panel view the dates that user may have applied in red color. All holidays are marked in yellow color.

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Leave Summary

Purpose:

This option facilitates to view the summary (total count) of leave taken by user in a particular calendar year.

Steps:

Go to alt text -> Click on alt text option in “Leaves” window to open “Leave Summary Details” screen.

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This display the total leaves taken by the user based on leave category. Users can change the calendar year through left alt text and right alt text navigation keys of alt text option.