Leave management software built into your ERP

DoliPlus includes leave management software that simplifies the follow-up of staff leave, absences, public holidays and company closures:

  • summary calendars gathering leave, absences, closures and public holidays;
  • a personal graphical calendar for every employee;
  • a clear approval workflow with email alerts, from the request to the validation;
  • automatic leave balances showing the days still available;
  • event-based leave types managed through a simple dictionary.

Therefore, you centralise every non-working period in one single place, and each request follows a transparent path. DoliPlus is the enhanced cloud edition of Dolibarr, the open-source ERP & CRM used across Europe.

💡 Good to know: the screenshots in this guide currently show the French interface. However, buttons and screens keep exactly the same layout whatever the display language.

 

Summary calendars in the leave management software

First of all, the HR module offers a summary calendar. Indeed, it gathers:

  • the leave days,
  • the absence days,
  • the company closure days,
  • the public holidays.

Moreover, each user finds the same information in their own graphical calendar:

  • their leave days,
  • their absence days,
  • the company closure days,
  • the public holidays.

As a result, managers see at a glance who is present and who is away, before approving a new request or planning a project.

Entering an absence or a leave request

How do you enter a request?

To enter a leave or absence request, you have two entry modes. Both remain configurable according to the granted rights:

  • an entry screen from the user card,
  • an entry screen from the HR module.

Then an approval workflow, with email alerts, handles the acceptance or refusal of each request.

For leave, the leave management software also displays an automatic balance of the available days. Consequently, employees know their remaining entitlement before they ask, and managers approve with full knowledge.

Please note: to delete a date from the HR calendar, switch to the week view in order to remove the event.

Configuring the leave management

leave management software configuration in DoliPlus

First of all, the configuration is available to an administrator, in the left menu of the HR module.

You then set the event-based leave types in the dictionary of the configuration.

Dictionary of leave types in DoliPlus

Likewise, you add other reasons or exceptional leave days from this same dictionary.

Adding exceptional leave reasons in DoliPlus

Entering public holidays and annual closures

For an annual closure, simply select the “Closure” type directly on the calendar.

Entering a company closure in the DoliPlus calendar

For public holidays, finally, click the button that initialises the calendar over the chosen period. You can then adjust these dates from the HR calendar.

Thus, the whole company shares the same reference calendar, and the leave management software keeps it up to date without double entry.

See also: synchronised calendars and schedules

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