e-Leave Module

Streamlining leave management for your organization

1. Introduction

The e-Leave module in BMO HRM Suite is designed to simplify and automate the entire leave management process for your organization. This comprehensive solution handles everything from employee leave applications to multi-level approvals and balance tracking.

Key Features:

Streamlined leave application process
Multi-level approval workflows
Automated leave balance calculations
Mobile accessibility
Comprehensive reporting
Calendar integration

Quick Start

Configure your leave policies
Set up approval workflows
Train employees on submission process
Begin processing leave requests

2. System Access

2.1 Web Portal Access

Navigate to your organization's BMO HRM login portal

Enter your username and password

From the dashboard, select: Menu > e-Leave

2.2 Mobile App Access

Download the BizCloud Mobile App (available for iOS and Android)

Tap the e-Leave section from the main menu

Note: Mobile app features may vary slightly from the web portal. Ensure you're using the latest version of the app.

3. Leave Application

3.1 Submitting a Leave Request

Go to: Menu > e-Leave > Apply Leave

Select your Leave Type (Annual, Sick, etc.)

Choose the Date(s) and Time (Full day/Half day AM/Half day PM)

Attach any required supporting documents

Add optional remarks if needed

Click Submit to send for approval

Important: Different leave types may have different submission requirements and deadlines.

3.2 Special Conditions

Leave Type	Example configurable Requirements
Annual Leave	Must be applied at least 4 days in advance
Medical Leave (MC)	Requires medical certificate upload
Maternity Leave	Requires HR approval and documentation
Multiple types	Custom configurations

3.3 Applying Leave for Others

Go to: Menu > e-Leave > HR Apply Leave

Select the employee from the list

Complete the leave details as with a standard application

Submit on behalf of the employee

Note: This feature requires special permissions typically granted to HR personnel and managers.

3.4 Company-Wide Leave Application

Go to: Menu > HR > Leave Application > HR Apply Leave

Select multiple employees or entire departments

Apply leave collectively (e.g., for public holidays)

Confirm the bulk application

4. Leave Approval Process

4.1 Multi-Level Workflow Configuration

Navigate to: Menu > HR > Approval Setting > Approval Set

Define your approval hierarchy and levels

Set conditions using logical AND/OR combinations

Save the approval workflow

The system supports unlimited approval levels to accommodate complex organizational structures.

4.2 Approval Methods

Available Approval Channels

Email Approval

Approvers receive email notifications with direct action links to approve or reject requests.

Mobile App

Use the BizCloud Mobile App's Pending Approvals section to review and act on requests.

Web Portal

Navigate to Menu > e-Leave > Leave Approval in the web interface.

5. Managing Leave Balances

5.1 Leave Policy Setup

Navigate to: Menu > Employee > Employee Type

Define leave entitlements based on employment categories

Set accrual rules based on years of service

Configure any probationary period restrictions

5.2 Leave Adjustments

Go to: Menu > e-Leave > Leave Setting > Leave Adjustment

Select the employee needing adjustment

Specify the leave type and adjustment amount (+/-)

Add a reason for the manual adjustment

Save the changes

Manual adjustments are logged in the system for audit purposes. Always provide a clear reason for adjustments.

5.3 Carry Forward Settings

Navigate to: Menu > e-Leave > Leave Setting > Leave Type

Enable the "Carry Forward" option for applicable leave types

Set the maximum number of days that can be carried forward

Configure any expiration rules (e.g., must be used within 3 months)

5.4 Earning Rules Configuration

Within Leave Type settings, define how leave is accrued:

Monthly or annual accrual patterns

Probationary period delays (if any)

One-time grants for specific employee types

Negative allowance permissions (where applicable)

11. Troubleshooting

Common Issues and Solutions

Issue	Solution
Leave not showing in system	Check approval hierarchy and policy conditions
Incorrect balance displayed	Re-run transaction via Menu > e-Leave > Leave Transaction
File upload errors	Check device permissions and file size limits

12. Best Practices

Policy Configuration

Define unique policies per employee type
Regularly review and update policies
Document all policy exceptions

User Adoption

Encourage mobile submissions for convenience
Provide training for new employees
Create quick reference guides

Workflow Optimization

Use approval sets to streamline processes
Implement escalation rules for delayed approvals
Automate notifications where possible

Maintenance

Schedule periodic audits of leave balances
Review reports quarterly for policy compliance
Update system with new leave types as needed