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HR User Overview

Adding leave, editing leave, check leave balance

Updated this week

Edition: Professional, Business, Enterprise

User-level: All Users


How to add Leave

  1. Profile menu > ‘My availability’

  2. Select 'Add' in the top right

  3. Fill in the following fields:

Type: Select Leave
Detail: Choose the specific type of leave (e.g. Annual Leave)
Start Date: The first day of your leave
End Date: The final day of your leave
Comment: Optional—add a note about your leave request

4.Save at the botttom

Synergy HR will calculate your leave balance in real-time and will give you an indicator if your balance is less than your leave request. All leave requests will be pending approval once submitted, unless approvals are turned off at the organisation level.


How to modify leave requests

  1. Profile menu > ‘My availability’

  2. Select the '...' to the right of the request you want to edit > Edit details

  3. Amend the leave request details

  4. Save at the bottom of the side panel


How to add public holidays

  1. Profile menu > ‘My availability’

  2. Select 'Add' in the top right

  3. Enter the following details:

Type: Select Leave
Detail: Choose Public Holiday as the detail
Start Date: The date of the public holiday
End Date: The same date
Comment: Optional—add a note about your leave request

The total days for leave booked on a public holiday should be 0, showing they have taken no leave from your balance.

4.Save at the botttom


How to cancel leave requests

  1. Profile menu > ‘My availability’

  2. Select the '...' to the right of the leave request you want to cancel > set as cancelled


Track Your Leave Balance and Remaining Leave This Year

To track your balance as of today, not including future booked leave:

  1. Profile menu > my availbility

  2. Your balance will be displayed at the top of the availbility register

To track your remaining leave balance, including upcoming booked leave:

  1. Go to Profile menu > My Availability

  2. Click Add in the top-right corner

  3. Set the following:

    • Type: Leave

    • Detail: Annual

    • Start Date and End Date: Set both to the last day of your leave year

This will display your leave balance as at that date, reduced by any future booked and approved leave


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