How to Edit and Cancel a Leave request

Kristina Cardona
Kristina Cardona
  • Updated

Overview

There may be occasions when, after submitting a leave request, you realise that an error has been made, such as selecting the incorrect date or number of hours. In other instances, you may determine that the leave is no longer necessary due to a change in plans or priorities. This article outlines the steps required to edit or cancel a previously submitted leave booking.

For more information on how to book leave, check this out.

Permissions

To edit/cancel your own leave, you will need the Request Leave permission (on self). To edit/cancel the leave of others, you will need the Approve Leave permission (set on the person whose leave you are trying to edit/cancel). If you are required to cancel leave that is already linked to payroll, you will need the Manage Payroll permission to unlink it.

When it comes to editing leave or cancelling leave, there are different approaches depending on whether the leave has already been approved or is pending approval:

  • Once your leave has been booked and approved, you may edit your request if necessary.

    To edit a leave request:

    1. Go to your dashboard
    2. Click on "Browse all Leave" from the leave pod.
    3. A list of all your leave requests will be shown. Click on the edit icon next to the leave request you would like to edit.
    4. Amend the details as needed. Once the changes have been made click on "Edit Details"

    The leave supervisor will now receive an email to approve the changes to the leave request.

    Dashboard-Talexio-1.gif

    A leave request can only be edited once the leave has been approved.

  • If you have booked leave in error and want to amend it before it is approved, you will need to first cancel and then rebook the leave. In this case, since the leave has not yet been approved, the cancellation will not require approval. If you rebook a fresh request, that will require approval as normal.

    To Cancel a leave request:

    1. Go to your dashboard
    2. Click on "Browse all Leave" from the leave pod.
    3. A list of all your leave requests will be shown. Click on the "X" icon next to the leave request you would like to cancel.
    4. A pop-up confirming that you wish to cancel the leave will be shown. Click on Reject.
    Dashboard-Talexio-2.gif

    If the leave you are cancelling had already been approved, then the cancellation request will go to your approver for confirmation

  • If the leave you are trying to amend/cancel is already linked/attached to a payslip, and the payslip is not locked, you will only be allowed to cancel such leave (and not edit):

    In this case, you will then need to remove the leave from the payslip:

    You will need the Manage Payroll to access the Payroll section and attach/unlink leave.

  • If the leave you are trying to amend/cancel is linked/attached to a payslip that has already been locked, you will not be able to make any changes to this leave entry unless the payslip in question is unlocked.image.png

    To Cancel such leave:

    1. Go to the Payroll section
    2. Click on the payslip where the leave you are trying to cancel is located
    3. Click the "unlock" button to unlock the payslip
    4. Go to the "leave" tab and untick the leave entry
    5. Press "Calculate" and "Save" and you may then follow the steps mentioned above to cancel the leave.
    6. After removing the leave, you may relock the payslip. If you are going to replace the cancelled leave with new leave, you will need to link the newly booked leave. You may need to refresh your browser for this to show up after booking the leave.

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