Field reference
Leave Application
How to use Leave Application in Leave: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain leave types, allocations, holiday information and approvers. Employees submit leave applications for the relevant dates; approvers review availability and policy before deciding. A saved request is not the same as an approved absence.
This page is a record page in Human Resources → Leave. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Employee, Leave Type, From Date, To Date, Posting Date, Status.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Leave Application from Human Resources → Leave, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Employee notification recipientnexcom_employee_user | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Leave Typeleave_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Type |
Companycompany | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
From Datefrom_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Half Dayhalf_day | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Half Day Datehalf_day_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Total Leave Daystotal_leave_days | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Reasondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Leave Balance Before Applicationleave_balance | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Leave Approverleave_approver | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Leave Approver Nameleave_approver_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Follow via Emailfollow_via_email | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Posting Dateposting_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Salary Slipsalary_slip | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Salary Slip |
Colorcolor | Color Optional | Complete the value according to the field label and the record’s validation rules. |
Letter Headletter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Application |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.