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Managing employee leave may seem simple, but it is often one of the most time-consuming and error-prone processes in a business—especially for growing organizations with constantly changing staff and unstandardized approval workflows.

Leave Request is a specialized module within the internal CRM system, designed to automate leave request processes, ensure transparent approvals, and update records accurately—all within a lightweight, easy-to-use, and seamlessly integrated tool.

Key Features of Leave Request Management (CRM Module)

1. Submit Leave Request

Employees can proactively submit leave requests through the Leave Request module within the system:

Supports multiple leave types: Paid leave, Late Arrival, Early Leave, Intern Leave.
Smart form: Select start/end dates or specific leave hours, specify the reason, and choose the leave type.
Leave duration is automatically calculated by the system.

2. Multi-level Approval

A transparent and logical approval workflow, adaptable to any organizational structure:

Owner Accept: Direct manager reviews and either approves or rejects the request.
Owner Approve: HR or senior management gives the final approval.
Request status is updated automatically: Waiting → Accepted/Rejected → Approved/Rejected.
Ensures control, transparency, and minimizes processing time.

3. Automatic Leave Balance Calculation & Updates

Once approval is completed:

The system automatically deducts/adds leave days in each employee’s User Leave Allocations record.
Differentiates various leave types with separate quotas.
Directly links to the Leave Types database for categorized tracking.

4. Email & Microsoft Teams Notifications

When a new leave request is submitted or its status changes, the system automatically sends notifications to the relevant approvers:

Email notifications for timely updates.
Integration with Microsoft Teams for real-time notifications via Power Automate or internal API connections.

5. Full Integration with CRM System

Leave Request is not a standalone tool but an integral part of a comprehensive HR management CRM system:

Seamlessly connects with data tables: Employees, Leave Types, Working Calendar, User Leave Allocations, and more.
Easily expandable or integrable with ERP/HRM systems if needed.

Who Should Use Leave Request?

SMEs (Small and Medium Enterprises) looking to digitize internal processes without high costs.
Fast-growing startups needing a flexible and easy-to-deploy leave management tool.
Organizations with multiple management levels, ensuring proper approval workflows.
HR departments aiming to save time and automate leave tracking.
Training institutions and companies with interns requiring separate tracking for temporary staff.
Companies with remote employees or frequent business travelers needing a fast and accessible leave approval system.