Leave Records
Leave records let admins manually add leave entitlement entries to a member's history — without going through the normal request and approval flow.
When to use this
Leave records are for adjustments and corrections that don't fit the standard request process:
- Recording leave that was already taken before it was entered in the system
- Adding a carry-over balance from a previous period
- Correcting a discrepancy in someone's leave history
This is an admin-only action. Members cannot add records to their own history.
How to add a leave record
- Open the member's profile from People
- Go to the Leave tab
- Click Add leave record
- Fill in:
- Leave type
- Start date and End date
- Days — the number of days to record
- Note — optional context for why this record was added
- Click Save record
The record is added immediately and counts toward the member's leave balance for the relevant period.
How records differ from requests
| Leave request | Leave record | |
|---|---|---|
| Who creates it | Member (or admin on their behalf) | Admin only |
| Approval required | Yes — goes through approval flow | No — added directly |
| Typical use | Planned or actual time off | Corrections, carry-overs, retroactive entries |
Viewing leave records
All records are visible on the member's Leave tab alongside their regular leave requests. Records are clearly marked so you can distinguish them from standard approved requests.