Who this checklist is for
Use this guide if your company handles leave requests, attendance exceptions, employee schedules, branch teams, shifts, or payroll inputs. It is especially useful when approvals are delayed or HR needs to rebuild leave balances manually.
Before implementation
- Clean employee records and department ownership.
- Define leave types and balance rules.
- Map approval paths by team, role, or branch.
- Decide how attendance exceptions are reviewed.
- Confirm payroll handoff requirements.
Phase-one checklist
- Employee profiles and manager relationships are complete.
- Leave types and balance rules are approved.
- Approval routes and escalation rules are configured.
- Attendance exceptions have review ownership.
- Payroll-impacting data is reviewed before cutoff.
- HR can see pending, approved, rejected, and cancelled leave.
- Managers can track team availability.
Recommended modules
- HR Records for employee profiles and organization structure.
- Payroll for payroll handoffs and cutoff review.
- Smart Mentions for follow-up on pending approvals.
- Exports for HR review and payroll preparation.
Common mistakes
- Launching leave requests before employee records are clean.
- Making HR approve every request instead of managers.
- Ignoring payroll cutoff timing.
- Not defining exception ownership.
- Tracking balances outside the system after go-live.
Next step
Prepare current leave types, approval rules, and one payroll cutoff example before booking a guided demo.
FAQ
Next steps
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