Leave Management in FacTech – Configure Leave Types and Mark Staff Leave

Manage Staff Leave, Holidays & Week-Offs Easily

We are pleased to introduce the Leave Management feature in FacTech, which allows administrators to configure different types of leave and mark leaves, holidays, or week-offs for staff members from a single place.

With this feature, Admins can create customized leave types, define their applicable categories, and easily mark leave for any staff member based on their requirement.

What is Leave Management?

Leave Management allows administrators to maintain staff leave records digitally.

Admins can:

• Configure different leave types
• Define leave categories
• Set maximum allowed days
• Configure paid or unpaid leave
• Enable carry-forward options
• Mark leave for individual staff members
• Add remarks related to a leave

This makes it easier to maintain accurate staff availability records.

How to Configure and Mark Staff Leave?

The process involves two simple steps:

Configure Leave Type → Mark Leave for Staff

Before marking a leave, make sure the required Leave Type has already been configured.

Step 1: Open Leave Management

1. Login to the FacTech CAFM Portal as an Admin.
2. Navigate to Visitor.
3. Click on the three-dot menu.
4. Select Leave Management.

Once you open Leave Management, first check whether the required Leave Type is already configured.

If the required Leave Type is available, you can directly proceed to mark the leave.

If it is not available, you need to create a new Leave Type first.

Step 2: Create a New Leave Type

To create a new Leave Type:

1. Open Leave Management.
2. Click on “+ Add New Leave Type”.
3. Enter the required leave details.

Leave Type: Enter the name of the leave.
For example: Sick Leave
Abbreviation:
The Abbreviation is the short form of the Leave Type.
For example: Sick Leave → SL
Maximum Allowed Days
This defines the maximum number of days allowed for that particular Leave Type.
Category:
Select the category applicable to the leave.

For example:

• Leave
• Holiday
• Week Off

Paid / Unpaid

Select whether the leave is:

• Paid
• Unpaid

Carry Forward

The Carry Forward option defines whether unused leave can be carried forward according to the configured settings.

Which Fields Are Mandatory?

The following fields are mandatory while creating a Leave Type:

• Leave Type Abbreviation
• Category

Other fields can be configured according to the organization’s requirements. Once the required details have been entered, click Save.

The Leave Type is now configured and ready to use.

Step 3: Search for the Staff Member

Once the Leave Type is configured, you can mark leave for any staff member.

1. In Leave Management, locate the Name / Mobile search field.
2. Search for the staff member using:
   • Staff Name, or
   • Mobile Number
3. Select the required staff member from the suggested results.

The selected staff member’s details will be displayed.

Step 4: Mark Leave for the Staff

After selecting the staff member:

1. Click “+ Mark Leave”.
2. Select the Date
3. Select the required Leave Type from the configured Leave Types.
4. Add a Remark, if required.

What is a Remark?

A Remark is an optional note that can be added to provide additional information about the leave.

For example: Staff is on scheduled week off.
Once all the required information has been entered, click Mark Leave.

The leave will now be marked for the selected staff member for the specified date or date range.

Example

Suppose a staff member is taking a Sick Leave for one day.

You can configure:

Leave Type: Sick Leave
Abbreviation: SL
Category: Leave
Paid/Unpaid: As per organization policy

Then select:

Staff: Required Staff Member, then click on mark leave
Date: 10 October
Leave Type: Sick Leave
Remark: Medical leave

Click Mark Leave, and the leave will be recorded against the selected staff member.

Key Benefits

✅ Easy staff leave management

✅ Configure multiple leave types

✅ Support for Leave, Holiday, and Week-Off categories

✅ Search staff using name or mobile number

✅ Mark leave for a specific date or date range

✅ Support for paid and unpaid leave

✅ Configure maximum allowed leave days

✅ Carry-forward configuration

✅ Optional remarks for better record keeping

✅ Centralized staff availability management

Frequently Asked Questions (FAQs)

Q1. Who can configure and mark staff leave?

The Leave Management feature can be managed by an Admin.

Q2. Where can I find Leave Management?

Navigate to:

Visitor → Three-Dot Menu → Leave Management

Q3. Do I need to create a Leave Type before marking leave?

Yes, the required Leave Type must be configured before you can select it while marking leave.

Q4. What is a Leave Type Abbreviation?

It is the short form of a Leave Type.

For example:

Sick Leave → SL

Q5. What categories can be configured?

The category can be configured according to the requirement, such as:

• Leave
• Holiday
• Week Off

Q6. Is the remark mandatory?

No. The remark is optional and can be used to provide additional information about the leave.

Q7. How can I find a staff member?

You can search for the staff member using their Name or Mobile Number.

Conclusion

The Leave Management feature in FacTech provides a simple and centralized way to manage staff availability.

From configuring Leave Types, Holidays, and Week-Offs to marking leave for individual staff members, administrators can maintain accurate leave records while reducing manual effort.

Configure once, mark easily, and manage staff availability efficiently with FacTech CAFM.