Leave Service for Employees

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Introduction

The Leave Service in Zoho People is where employees can view, apply, and manage their leave. From checking leave balances to applying for compensatory offs, syncing calendars, and tracking team availability, this tab brings all leave-related information into one convenient space.

To access: Simply click on the Leave icon in the left bar of Zoho People.

This service is available to all roles – employees, managers, and administrators

Step-by-Step Instructions

What Can You Do in the Leave Service?

  1. View Leave Summary
  • Navigate to: Leave > Leave Summary
  • Provides a quick overview of:
    • Leave policies available to you
    • Leave balances
    • Shortcuts to apply leave
    • Recent absences
    • Upcoming holidays
    • Past leave history
  • You can also access this from: Leave > My Data > Leave Summary.

2.Calendar View

  • Use the Calendar View to see your leave and holiday information month by month.
  • Navigate between past and upcoming months of the current year

3.Sync Leave Calendar

  • By default, Zoho People is integrated with Zoho Calendar.
  • You can also sync your approved leave and holiday information with:
    • Microsoft 365 Calendar
    • Google Calendar
  • Access the sync option via the More options (three-dot ellipses) menu.
  • Note: You must revoke access to one calendar (Microsoft/Google) before switching to another.

4.Apply Leave, Compensatory Off, or Leave Grant Requests

  • Navigate to: Leave > Leave Requests / Compensatory Off / Leave Grant tab > Add Request
  • Or, use the Apply Leave button from the Leave Summary tab or from absent records in Home > My Space > Activities.

When applying:

  • Select leave type and date range
  • View your leave summary and policy document (if available)
  • Attach supporting files if required

Definitions:

  • Leave Grant – Managers can allocate extra leave days beyond your entitlement.
  • Compensatory Off – Take time off in exchange for extra hours/days worked.

5.Cancel a Leave Request

  • Navigate to: Leave > Leave Requests tab
  • Select an unapproved leave → click Cancel Leave.
  • For multi-day requests, you can partially cancel specific days (if enabled by your organization).

Partial Leave Cancellation means cancelling part of your leave request while keeping the rest.

6.View Bradford Score Information

  • Navigate to: Leave > Bradford Score tab (if enabled).
  • The Bradford Score measures the impact of frequent short-term absences on productivity.

7.View Shift Information

  • Navigate to: Leave > My Data > Shifts tab
  • View weekly/monthly shifts.
  • Assign shifts (if applicable) using the navigation arrows to move between periods.

8.View Team Members’ Leave Information

  • Navigate to: Leave > Team tab
  • See who in your team/project is on leave for better planning.

9.Access Leave Reports

  • Navigate to: Reports (bottom-left) > My Reports / Team Reports tab
  • View leave-related reports for yourself or your team.

10. See Team Availability

  • Navigate to: Reports > Team Reports > Resource Availability Report
  • Check when your team members are available for better scheduling.
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