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Talenox Leave
An HR experience designed for people first.
made with ♥
talenox.com
Welcome to Talenox Leave app! Here’s a guide to explore the functions in Leave app.
To start using Leave app, let’s set up everything required first.
Go to the top left drop down menu and choose Settings to get the needed setup done.
LeaveApp-LeaveSettings
Let’s head
over to
Settings to
set up leave
talenox.com
In Leave Settings page, you’ll see 3 main sections, Leave Types, Leave Grades and Leave Approval
Structure. Leave Types will be the various types of leave that employees can apply from the
Employee’s Leave app. Leave Grades are to provide different Annual Leave policies for different
groups of employees. Lastly, Approval Structure is to set the approvers for different groups.
LeaveApp-LeaveSettings
talenox.com
Statutory Leave types are already preset for you.
Let’s start by setting the Annual Leave policy. To do so, click on Annual leave under Leave Types.
LeaveApp-AnnualLeave&StatutoryLeaveTypes
Click on Annual
Leave to set your
Annual Leave policy
talenox.com
In Annual Leave setting, you can set if you allow half day leave to be taken, followed by how leave
entitlement is awarded. It can be either by accrual basis, where you accrue Annual Leave entitlement
monthly from Date of Hire or given upfront based on the entitlement period set.
LeaveApp-AnnualLeaveSetup
You can choose
different Leave
Entitlement Period
talenox.com
Thereafter, you can set when Annual Leave can be applied upon hire.
It can be applied immediately from date of hire or after 3 months probation or
any of the choices shown in the screenshot.
LeaveApp-AnnualLeaveSetup
Set when employeescan start applying
Annual Leave
talenox.com
Next up will be the Annual Leave carry forward policy. Carry forward policy meant that you can set
how leftover Annual Leave can be carried forward to the next year. You can set a certain
percentage (%) to carry forward or a specific number of days.
In addition, you can set when will be the expiry date to apply the carry forward leave.
LeaveApp-AnnualLeaveSetup
Leave Carry
Forward Policy
talenox.com
Lastly, you can set the progression of the Annual Leave that everyone will be entitled
based on the number of years they work in the company. The layers of progression can be easily
customised by you. Once you are done, click on “Save”.
LeaveApp-AnnualLeaveSetup
Set Annual Leave
entitlement
progression
talenox.com
Aside from Annual Leave, you can also click on the various Statutory Leave to look at the preset
settings in Talenox. The example shown is Maternity Leave.
LeaveApp-StatutoryLeaveTypes
talenox.com
On top of Annual Leave and all the Statutory Leave types, you can also add other custom leave types,
such as Marriage Leave and Birthday Leave. You can also customise leave types based on the
parameters given in General Leave, which is similar to that of Annual Leave.
LeaveApp-CustomLeaveTypes
Add custom
leave type
talenox.com
Once Leave Types are set up, you can move over to set up Leave Grades and Leave Approval Structure.
Leave Grades are only needed if you have different groups of employees with different Annual Leave
policies, such as part-timers and full-timers. Everyone else who are not assigned to Leave Grades will
be awarded Annual Leave based on the settings in Annual Leave under Leave Types.
LeaveApp-LeaveGradesSetup
Able to set differentLeave Grades for differentgroups of employees
Same for Approval
Structures
talenox.com
In each Leave Grade, you can set the name of the leave grade, choose the employees who belong to this
leave grade and set the Annual Leave policy for this specific leave grade. Everyone in this Leave Grade
will receive this specific entitlement and not follow the one set under Leave Types.
LeaveApp-LeaveGradesSetup
Choose employees for
this Leave Grade
Set the customised
Annual Leave policy
talenox.com
Lastly, you’ll need to create at least one Approval Structure to ensure that leave can be applied.
You can set just one Approval Structure with all the employees in this structure and set 1 or 2 levels of
Approvers. Approver can be 1 person or selected by employees from a group of Approvers.
Otherwise, you can set multiple Approval Structures based on departments, branches and more.
LeaveApp-LeaveApprovalSetup
Choose the kind
of Approval
Structure
talenox.com
Upon completing the Leave set up, let’s start to apply leave. To apply leave, head over to
“Leave Activities” by clicking on the option on the top left dropdown menu.
LeaveApp-Let’sApplyLeave!
Head over to
Leave Calendar
to apply Leave
talenox.com
This is the “Activities Calendar” for you to have a clear overview of
all your team mates in the company.
To apply leave, click on “Apply Leave” button on the top right.
LeaveApp-LeaveCalendar
Start to
apply Leave
talenox.com
Applying Leave is pretty easy and fast. Firstly, choose the Leave Type that you would like to apply.
You’ll be shown the Leave Balance and Total Entitlement on the side.
LeaveApp-ApplyLeave
Choose the type
of Leave to apply
talenox.com
Next, choose the duration that you would like to apply leave for.
It can be either a Single Day or Multiple Days. If it is Multiple Days, choose the Start and End Date.
The dates will be reflect on the calendar on the right.
LeaveApp-ApplyLeave
Choose the
dates Dates will
reflect here
talenox.com
Lastly, you’ll be presented with your working schedule during the period you apply leave for. You are
taking leave for days that you are working such as those labelled “Working Full Day”. Before clicking
on “Submit Application”, please leave remarks for yourApprover(s) to be well informed.
LeaveApp-ApplyLeave
Double check Non-
working Days
Let’s leave a
remark
talenox.com
Once your Leave is submitted for approval, you’ll see it appear as an amber strip in the “Month View”.
Amber means pending approval, Green is approved and Red is cancelled or not approved.
Aside from Activities Calendar”, you can also view Leave Applications in “Leave Activities”.
LeaveApp-LeaveCalendar
To switch
views
talenox.com
In “Leave Activities”, you can see all the Leave Applications of the company in a list form.
You can easily sort the applications by clicking on the arrows on each header item.
You’ll usually sort by Status, Employee Name, Start Date and Date Applied.
LeaveApp-LeaveActivities
talenox.com
We’ll go through the last 2 features that you’ll be using. Off-in-lieu (Time-off) will be one of them.
Off=in-lieu is normally awarded when employees work over time, have good performances or for
certain special reasons. To create new off-in-lieu, click on “New Off-in-lieu” on the top right.
LeaveApp-Off-in-lieu(Time-off)
To award new
Off-in-lieu
talenox.com
You can choose the type of Off-in-lieu, followed by the number of days to award, the period this
off-in-lieu will be valid and choose the employee(s) you are awarding this off-in-lieu to. Do note that
you may like to leave a short remark as this will be shown in Leave Application page
so that employees will know the off-in-lieu they are awarded for.
LeaveApp-Off-in-lieu(Time-off)creation
talenox.com
The last feature will be Employee Listing. This is a comprehensive view that shows you
the leave balance of all the employees. As you mouseover the help tickers, you’ll further
understand how the balance is calculated for the various leave types.
You can click on each employee to view more details of leave application for the employee.
LeaveApp-EmployeeListing
Help
Tickers
talenox.com
In each employee leave profile, you’ll see the leave he/she has applied under “Activities”,
followed by various Leave Entitled in the next tab.
LeaveApp-EmployeeLeaveProfile
talenox.com
In “Leave Entitled”, you’ll see the various leave types that this employee is entitled to and
you can also mouseover the help tickers to uncover more details.
LeaveApp-EmployeeLeaveProfile
talenox.com
Lastly, the function that you’ll only use initially when you onboard a new employee is
“Annual Leave Consumed”. This is to allow you to key in the number of Annual Leaves that were
consumed before being onboard onto Talenox so as to ensure the leave balance will be accurate.
LeaveApp-AdjustLeaveBalance
To adjust
Annual Leave
balance
talenox.com
You can set the Quantity of Annual Leave that were being consumed for each period
so that the final balance can be calculated correctly even with leave being carried forward past
each leave entitlement cycle/period. Have fun discovering more features in Talenox! :)
LeaveApp-AdjustLeaveBalance
To adjust for
various Leave Cycle
ToreadmoreawesomearticlesonHRandTechnology,
getitfromTalenox.

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Talenox Leave (Hong Kong) 2016 - We made leave management delightful and complete

  • 1. Talenox Leave An HR experience designed for people first. made with ♥
  • 2. talenox.com Welcome to Talenox Leave app! Here’s a guide to explore the functions in Leave app. To start using Leave app, let’s set up everything required first. Go to the top left drop down menu and choose Settings to get the needed setup done. LeaveApp-LeaveSettings Let’s head over to Settings to set up leave
  • 3. talenox.com In Leave Settings page, you’ll see 3 main sections, Leave Types, Leave Grades and Leave Approval Structure. Leave Types will be the various types of leave that employees can apply from the Employee’s Leave app. Leave Grades are to provide different Annual Leave policies for different groups of employees. Lastly, Approval Structure is to set the approvers for different groups. LeaveApp-LeaveSettings
  • 4. talenox.com Statutory Leave types are already preset for you. Let’s start by setting the Annual Leave policy. To do so, click on Annual leave under Leave Types. LeaveApp-AnnualLeave&StatutoryLeaveTypes Click on Annual Leave to set your Annual Leave policy
  • 5. talenox.com In Annual Leave setting, you can set if you allow half day leave to be taken, followed by how leave entitlement is awarded. It can be either by accrual basis, where you accrue Annual Leave entitlement monthly from Date of Hire or given upfront based on the entitlement period set. LeaveApp-AnnualLeaveSetup You can choose different Leave Entitlement Period
  • 6. talenox.com Thereafter, you can set when Annual Leave can be applied upon hire. It can be applied immediately from date of hire or after 3 months probation or any of the choices shown in the screenshot. LeaveApp-AnnualLeaveSetup Set when employeescan start applying Annual Leave
  • 7. talenox.com Next up will be the Annual Leave carry forward policy. Carry forward policy meant that you can set how leftover Annual Leave can be carried forward to the next year. You can set a certain percentage (%) to carry forward or a specific number of days. In addition, you can set when will be the expiry date to apply the carry forward leave. LeaveApp-AnnualLeaveSetup Leave Carry Forward Policy
  • 8. talenox.com Lastly, you can set the progression of the Annual Leave that everyone will be entitled based on the number of years they work in the company. The layers of progression can be easily customised by you. Once you are done, click on “Save”. LeaveApp-AnnualLeaveSetup Set Annual Leave entitlement progression
  • 9. talenox.com Aside from Annual Leave, you can also click on the various Statutory Leave to look at the preset settings in Talenox. The example shown is Maternity Leave. LeaveApp-StatutoryLeaveTypes
  • 10. talenox.com On top of Annual Leave and all the Statutory Leave types, you can also add other custom leave types, such as Marriage Leave and Birthday Leave. You can also customise leave types based on the parameters given in General Leave, which is similar to that of Annual Leave. LeaveApp-CustomLeaveTypes Add custom leave type
  • 11. talenox.com Once Leave Types are set up, you can move over to set up Leave Grades and Leave Approval Structure. Leave Grades are only needed if you have different groups of employees with different Annual Leave policies, such as part-timers and full-timers. Everyone else who are not assigned to Leave Grades will be awarded Annual Leave based on the settings in Annual Leave under Leave Types. LeaveApp-LeaveGradesSetup Able to set differentLeave Grades for differentgroups of employees Same for Approval Structures
  • 12. talenox.com In each Leave Grade, you can set the name of the leave grade, choose the employees who belong to this leave grade and set the Annual Leave policy for this specific leave grade. Everyone in this Leave Grade will receive this specific entitlement and not follow the one set under Leave Types. LeaveApp-LeaveGradesSetup Choose employees for this Leave Grade Set the customised Annual Leave policy
  • 13. talenox.com Lastly, you’ll need to create at least one Approval Structure to ensure that leave can be applied. You can set just one Approval Structure with all the employees in this structure and set 1 or 2 levels of Approvers. Approver can be 1 person or selected by employees from a group of Approvers. Otherwise, you can set multiple Approval Structures based on departments, branches and more. LeaveApp-LeaveApprovalSetup Choose the kind of Approval Structure
  • 14. talenox.com Upon completing the Leave set up, let’s start to apply leave. To apply leave, head over to “Leave Activities” by clicking on the option on the top left dropdown menu. LeaveApp-Let’sApplyLeave! Head over to Leave Calendar to apply Leave
  • 15. talenox.com This is the “Activities Calendar” for you to have a clear overview of all your team mates in the company. To apply leave, click on “Apply Leave” button on the top right. LeaveApp-LeaveCalendar Start to apply Leave
  • 16. talenox.com Applying Leave is pretty easy and fast. Firstly, choose the Leave Type that you would like to apply. You’ll be shown the Leave Balance and Total Entitlement on the side. LeaveApp-ApplyLeave Choose the type of Leave to apply
  • 17. talenox.com Next, choose the duration that you would like to apply leave for. It can be either a Single Day or Multiple Days. If it is Multiple Days, choose the Start and End Date. The dates will be reflect on the calendar on the right. LeaveApp-ApplyLeave Choose the dates Dates will reflect here
  • 18. talenox.com Lastly, you’ll be presented with your working schedule during the period you apply leave for. You are taking leave for days that you are working such as those labelled “Working Full Day”. Before clicking on “Submit Application”, please leave remarks for yourApprover(s) to be well informed. LeaveApp-ApplyLeave Double check Non- working Days Let’s leave a remark
  • 19. talenox.com Once your Leave is submitted for approval, you’ll see it appear as an amber strip in the “Month View”. Amber means pending approval, Green is approved and Red is cancelled or not approved. Aside from Activities Calendar”, you can also view Leave Applications in “Leave Activities”. LeaveApp-LeaveCalendar To switch views
  • 20. talenox.com In “Leave Activities”, you can see all the Leave Applications of the company in a list form. You can easily sort the applications by clicking on the arrows on each header item. You’ll usually sort by Status, Employee Name, Start Date and Date Applied. LeaveApp-LeaveActivities
  • 21. talenox.com We’ll go through the last 2 features that you’ll be using. Off-in-lieu (Time-off) will be one of them. Off=in-lieu is normally awarded when employees work over time, have good performances or for certain special reasons. To create new off-in-lieu, click on “New Off-in-lieu” on the top right. LeaveApp-Off-in-lieu(Time-off) To award new Off-in-lieu
  • 22. talenox.com You can choose the type of Off-in-lieu, followed by the number of days to award, the period this off-in-lieu will be valid and choose the employee(s) you are awarding this off-in-lieu to. Do note that you may like to leave a short remark as this will be shown in Leave Application page so that employees will know the off-in-lieu they are awarded for. LeaveApp-Off-in-lieu(Time-off)creation
  • 23. talenox.com The last feature will be Employee Listing. This is a comprehensive view that shows you the leave balance of all the employees. As you mouseover the help tickers, you’ll further understand how the balance is calculated for the various leave types. You can click on each employee to view more details of leave application for the employee. LeaveApp-EmployeeListing Help Tickers
  • 24. talenox.com In each employee leave profile, you’ll see the leave he/she has applied under “Activities”, followed by various Leave Entitled in the next tab. LeaveApp-EmployeeLeaveProfile
  • 25. talenox.com In “Leave Entitled”, you’ll see the various leave types that this employee is entitled to and you can also mouseover the help tickers to uncover more details. LeaveApp-EmployeeLeaveProfile
  • 26. talenox.com Lastly, the function that you’ll only use initially when you onboard a new employee is “Annual Leave Consumed”. This is to allow you to key in the number of Annual Leaves that were consumed before being onboard onto Talenox so as to ensure the leave balance will be accurate. LeaveApp-AdjustLeaveBalance To adjust Annual Leave balance
  • 27. talenox.com You can set the Quantity of Annual Leave that were being consumed for each period so that the final balance can be calculated correctly even with leave being carried forward past each leave entitlement cycle/period. Have fun discovering more features in Talenox! :) LeaveApp-AdjustLeaveBalance To adjust for various Leave Cycle