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PlanMyLeave
Online HRIS and Leave Management System
Contact us :
support@planmyleave.com
Skype : CanWeHelpYou
US +1 310 622 4434 / 1 408 914 2428
India +91 80 4128 0699 / 93428 59555
Planmyleave – quick facts
âś“A cloud based HRIS and Online Leave Management
system with self service dashboard
âś“Launched in late 2012
âś“Used in over 30 countries
âś“Designed and developed by Expert Outsource Pvt. Ltd. a
12 year old IT services company
âś“Scales easily from 20 employees to 50,000 or more.
âś“Accessible on desktops, laptops, mobile, tablets
anywhere in the world with internet connection
Planmyleave - HR info Repository
âś“Maintain employee contact info, address, contact
numbers, emergency contact details, dependents,
education history, photo.
âś“Employees can update their latest addresses and
emergency contact details online
âś“Upload documents related to staff like passports,
resume, educational certificates, appraisal forms etc.
Access, usage and mobility
âś“Accurate and saves time and cost spent on HR and
Administration
âś“Reduces HR and administrative overheads
âś“Scalable and can be set to work for companies of all sizes
easily
âś“Accessible on desktop browsers and mobile (iphone,
Android, Windows) or tablet
âś“Save 36% of Payroll costs directly and indirectly and over
80% of HR leave administration time
Holidays and weekly offs
✓Set Company holidays and weekly days off – Holiday
settings can be customized at location, department or
even employee level.
âś“Set if holidays and weekly off should be included in
calculating leave duration for different leave types.
Leave approval workflow
âś“Automatic workflow of leave requests in preset approval
paths.
âś“Up to 3 approvers in a leave approval path
âś“Attach different approval paths for different leave types
at the employee level. So sick leave can be set one
approval path and Vacation can take another approval
path.
âś“Auto approval can be set for Senior Staff with
notifications to HR
Approval Escalation and auto approve
âś“ Settings to auto approve leave request if unapproved
after certain days.
âś“ Settings to to escalate leave request to another person
if leave request is unapproved in x days.
âś“ Multiple people can be set in an approval path pool and
the approver can be selected at the time of making a
request from a list of approvers. Useful in cases where
supervisors keep changing often
Custom Settings of Leave types and
policies
âś“Leave types and policies can be assigned at employee,
location or company level.
✓Set Leave year start date – Jan 1st or Apr 1st or any other
âś“Recalculate balances if leave policies are changed
anytime.
Full, half or partial days
âś“Apply leave for full days, half days, quarter days or in
partial hours
âś“Shifts can be set
✓Flexible working hours – apply with duration in hours
âś“Set Work from home as a shift pattern or ad hoc request
âś“Leave calculation can be based on complex shift pattern
settings (weekly, bi-weekly, tri-weekly or any number of
days to repeat recurrence pattern)
Calendars – Monthly, Team and Yearly
calendars
âś“Easy view of staff availability on team calendars
âś“Plan your staffing based on team, monthly and yearly
calendars
âś“Synched with Outlook and Google iCal
âś“View employee birthdays and work anniversaries on the
calendars
Automated leave entitlement and
Carryovers
âś“Leave accruals can be done in hours or days.
âś“Accrual frequency can be set to yearly, monthly or every
x weeks or months
âś“Leave balances can be reset to 0 on leave start year or
can carry over x days into the next year
âś“Manual adjustments can be done to set current leave
balances or to correct balances
Company holidays and weekly off
âś“Company holidays can be set for each locations /
department or even at employee level.
✓Set weekly offs – Can default to Sat- Sun or can be set to
any days like Fri-Sat for Middle East countries or any
other day
âś“Include or exclude weekly offs in leave duration
calculation
âś“Include or exclude Company holidays in leave duration
Calculation
Automatic email reminders and email
templates
âś“Set up to 3 automatic email reminders of upcoming
leaves and company holidays and choose who it has to go
to.
âś“Email templates can be set in your local language to be
sent to staff for leave request and approvals as well as for
important companywide notifications.
Roles and Permissions
âś“Create access roles like Department Heads, Managers,
Team Leads for staff with access permission settings.
âś“Supervisors can be given permission to apply leave for
other employees that they supervise.
✓For staff unfamiliar with computers – it is useful to have
the team lead or supervisor or HR Manager manage
leaves of staff reporting to them
Set Watchers and interested parties
âś“Watchers / interested parties can be copied on emails
when leave requests are made and approved.
âś“Line managers, HR Staff, Department heads or team leads
can be informed leave requests are made.
âś“Set watchers for different locations
Multi- location and multi-language
customization
âś“Set date formats, holidays for each location
âś“Form teams of employees from multiple locations to see
team leave calendars
âś“Create leave type names in your own language (French,
Spanish, Chinese, German etc)
âś“We can also translate Planmyleave to work in multiple
languages. Please contact us at
support@planmyleave.com to know more
Employee Self service dashboard
âś“Update emergency contact information, photo and
address
âś“Check leave availability and view self and team calendar
âś“Apply leave online, get approved online and get notified
online
âś“Reports of leaves, current balances, overtime
âś“View past leave approvals
âś“Search for leave requests by individuals or by leave
request types and between date ranges
Editing submitted / approved leave
requests
âś“Edit and resubmit requests even after they are approved
in case your holiday plans change.
âś“Permission based setting that can be turned on or off.
âś“Company Admin can edit and resubmit requests
Log unrecorded Absences
âś“Anyone who is absent without prior leave request can be
marked as absent – with a email reminder to log leave
request
âś“The absence record gets removed automatically when
the request is put for the date or can be manually
cancelled in case of a valid reason for absence like sales
call or business trip
Clash alerts – helps you plan staffing
âś“View who else is off at the same time when approving
leave in the same department, company or team
âś“See past leave history while approving leave
âś“See company holidays while approving leave
✓Can be set to show clash alerts – you can specify a
warning if key people have applied for leave at the same
time
Supporting Document Settings
âś“Supporting document settings (like a medical certificate)
if leave exceeds a certain number of days, or if the
employee has applied for leave multiple times recently
(for example 4 times in the past 2 months).
âś“Attachments can be done from your computer or mobile
Overtime, TOIL / Comp Off
âś“Record Overtime and have it automatically credited to
Time Off in Lieu (compensatory off) on approval
âś“Set overtime multiplication factors and option for
encashing leave
âś“Overtime approval paths
Reports
âś“Reports in excel or PDF Formats
âś“Reports on Staff Information, Current leave balances,
leaves taken, leave requests made, overtime, manual
adjustments, holiday lists made all filterable by
employee, locations, departments, job titles and hire
types.
âś“Can be imported into payroll or other applications
Security
âś“Full security via SSL encrypted data
âś“Offline access restriction
âś“Hosted on secure Amazon Web Servers with load
balancing, replication, security and automatic back ups
âś“IP restrictions can be set to allow logins only from
selected ips or range of addresses
Custom Branding
âś“Custom branding of app with your company logo
âś“Options to set outgoing email and SMTP settings from
company email and exchange server
âś“Opt for sub-domain like companyname.planmyleave.com
âś“Or opt for custom branding using your domain like
lms.yourcompanyname.com
âś“Contact us for white labelling and reselling
Integration with ERP or biometric
access control systems
âś“Integration with your company's ERP, HR and Payroll
systems
âś“Calendar synchronization, Microsoft Outlook , Google iCal
âś“Single sign on with Gmail and Yahoo
âś“Can be integrated with biometric attendance systems
âś“Import data from other HR systems
Support and Training
âś“Support for set up, data import
âś“Training of administrators
âś“Support via phone, email, chat
âś“Free set up and customization
Employer Benefits
âś“Online requests and approval with Planmyleave
âś“Flexible and easy to use
âś“Import & export data to other HR and Payroll systems.
âś“100% secure and scalable.
âś“Hosted on Amazon Web Services with high security of
data.
✓Total transparency over the process – no more
unnecessary questioning and disputes with HR Staff.
âś“Lessens unauthorized absence for the long-term.
Employer Benefits
âś“Eliminates pain points of paper based, email and excel
based leave requests and balance calculations
âś“Company notifications can be posted and viewed on the
dashboard for any announcements.
âś“View entire employee information from one centralized
dashboard.
âś“Team calendars allows you to plan for absences better
Employee Benefits
âś“Check leave entitlements and Request leave online
âś“Schedule absence and other leaves ahead of time with
ease and by correlating with other team members.
âś“View your leave balances online and see your reports
online without unnecessary questioning of HR Personnel.
âś“Employees can update their contact, photo and personal
information online easily
Integrated Modules
âś“Fully integrated with ProjectToolBelt our comprehensive
free project management software
âś“Integrated with MyWebTimeSheets - our Timesheets
module with comprehensive settings
âś“ CRM, Expenses and Scheduling software coming up soon

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Planmyleave - Online Leave Management System

  • 1. PlanMyLeave Online HRIS and Leave Management System Contact us : support@planmyleave.com Skype : CanWeHelpYou US +1 310 622 4434 / 1 408 914 2428 India +91 80 4128 0699 / 93428 59555
  • 2. Planmyleave – quick facts âś“A cloud based HRIS and Online Leave Management system with self service dashboard âś“Launched in late 2012 âś“Used in over 30 countries âś“Designed and developed by Expert Outsource Pvt. Ltd. a 12 year old IT services company âś“Scales easily from 20 employees to 50,000 or more. âś“Accessible on desktops, laptops, mobile, tablets anywhere in the world with internet connection
  • 3. Planmyleave - HR info Repository âś“Maintain employee contact info, address, contact numbers, emergency contact details, dependents, education history, photo. âś“Employees can update their latest addresses and emergency contact details online âś“Upload documents related to staff like passports, resume, educational certificates, appraisal forms etc.
  • 4. Access, usage and mobility âś“Accurate and saves time and cost spent on HR and Administration âś“Reduces HR and administrative overheads âś“Scalable and can be set to work for companies of all sizes easily âś“Accessible on desktop browsers and mobile (iphone, Android, Windows) or tablet âś“Save 36% of Payroll costs directly and indirectly and over 80% of HR leave administration time
  • 5. Holidays and weekly offs âś“Set Company holidays and weekly days off – Holiday settings can be customized at location, department or even employee level. âś“Set if holidays and weekly off should be included in calculating leave duration for different leave types.
  • 6. Leave approval workflow âś“Automatic workflow of leave requests in preset approval paths. âś“Up to 3 approvers in a leave approval path âś“Attach different approval paths for different leave types at the employee level. So sick leave can be set one approval path and Vacation can take another approval path. âś“Auto approval can be set for Senior Staff with notifications to HR
  • 7. Approval Escalation and auto approve âś“ Settings to auto approve leave request if unapproved after certain days. âś“ Settings to to escalate leave request to another person if leave request is unapproved in x days. âś“ Multiple people can be set in an approval path pool and the approver can be selected at the time of making a request from a list of approvers. Useful in cases where supervisors keep changing often
  • 8. Custom Settings of Leave types and policies âś“Leave types and policies can be assigned at employee, location or company level. âś“Set Leave year start date – Jan 1st or Apr 1st or any other âś“Recalculate balances if leave policies are changed anytime.
  • 9. Full, half or partial days âś“Apply leave for full days, half days, quarter days or in partial hours âś“Shifts can be set âś“Flexible working hours – apply with duration in hours âś“Set Work from home as a shift pattern or ad hoc request âś“Leave calculation can be based on complex shift pattern settings (weekly, bi-weekly, tri-weekly or any number of days to repeat recurrence pattern)
  • 10. Calendars – Monthly, Team and Yearly calendars âś“Easy view of staff availability on team calendars âś“Plan your staffing based on team, monthly and yearly calendars âś“Synched with Outlook and Google iCal âś“View employee birthdays and work anniversaries on the calendars
  • 11. Automated leave entitlement and Carryovers âś“Leave accruals can be done in hours or days. âś“Accrual frequency can be set to yearly, monthly or every x weeks or months âś“Leave balances can be reset to 0 on leave start year or can carry over x days into the next year âś“Manual adjustments can be done to set current leave balances or to correct balances
  • 12. Company holidays and weekly off âś“Company holidays can be set for each locations / department or even at employee level. âś“Set weekly offs – Can default to Sat- Sun or can be set to any days like Fri-Sat for Middle East countries or any other day âś“Include or exclude weekly offs in leave duration calculation âś“Include or exclude Company holidays in leave duration Calculation
  • 13. Automatic email reminders and email templates âś“Set up to 3 automatic email reminders of upcoming leaves and company holidays and choose who it has to go to. âś“Email templates can be set in your local language to be sent to staff for leave request and approvals as well as for important companywide notifications.
  • 14. Roles and Permissions âś“Create access roles like Department Heads, Managers, Team Leads for staff with access permission settings. âś“Supervisors can be given permission to apply leave for other employees that they supervise. âś“For staff unfamiliar with computers – it is useful to have the team lead or supervisor or HR Manager manage leaves of staff reporting to them
  • 15. Set Watchers and interested parties âś“Watchers / interested parties can be copied on emails when leave requests are made and approved. âś“Line managers, HR Staff, Department heads or team leads can be informed leave requests are made. âś“Set watchers for different locations
  • 16. Multi- location and multi-language customization âś“Set date formats, holidays for each location âś“Form teams of employees from multiple locations to see team leave calendars âś“Create leave type names in your own language (French, Spanish, Chinese, German etc) âś“We can also translate Planmyleave to work in multiple languages. Please contact us at support@planmyleave.com to know more
  • 17. Employee Self service dashboard âś“Update emergency contact information, photo and address âś“Check leave availability and view self and team calendar âś“Apply leave online, get approved online and get notified online âś“Reports of leaves, current balances, overtime âś“View past leave approvals âś“Search for leave requests by individuals or by leave request types and between date ranges
  • 18. Editing submitted / approved leave requests âś“Edit and resubmit requests even after they are approved in case your holiday plans change. âś“Permission based setting that can be turned on or off. âś“Company Admin can edit and resubmit requests
  • 19. Log unrecorded Absences âś“Anyone who is absent without prior leave request can be marked as absent – with a email reminder to log leave request âś“The absence record gets removed automatically when the request is put for the date or can be manually cancelled in case of a valid reason for absence like sales call or business trip
  • 20. Clash alerts – helps you plan staffing âś“View who else is off at the same time when approving leave in the same department, company or team âś“See past leave history while approving leave âś“See company holidays while approving leave âś“Can be set to show clash alerts – you can specify a warning if key people have applied for leave at the same time
  • 21. Supporting Document Settings âś“Supporting document settings (like a medical certificate) if leave exceeds a certain number of days, or if the employee has applied for leave multiple times recently (for example 4 times in the past 2 months). âś“Attachments can be done from your computer or mobile
  • 22. Overtime, TOIL / Comp Off âś“Record Overtime and have it automatically credited to Time Off in Lieu (compensatory off) on approval âś“Set overtime multiplication factors and option for encashing leave âś“Overtime approval paths
  • 23. Reports âś“Reports in excel or PDF Formats âś“Reports on Staff Information, Current leave balances, leaves taken, leave requests made, overtime, manual adjustments, holiday lists made all filterable by employee, locations, departments, job titles and hire types. âś“Can be imported into payroll or other applications
  • 24. Security âś“Full security via SSL encrypted data âś“Offline access restriction âś“Hosted on secure Amazon Web Servers with load balancing, replication, security and automatic back ups âś“IP restrictions can be set to allow logins only from selected ips or range of addresses
  • 25. Custom Branding âś“Custom branding of app with your company logo âś“Options to set outgoing email and SMTP settings from company email and exchange server âś“Opt for sub-domain like companyname.planmyleave.com âś“Or opt for custom branding using your domain like lms.yourcompanyname.com âś“Contact us for white labelling and reselling
  • 26. Integration with ERP or biometric access control systems âś“Integration with your company's ERP, HR and Payroll systems âś“Calendar synchronization, Microsoft Outlook , Google iCal âś“Single sign on with Gmail and Yahoo âś“Can be integrated with biometric attendance systems âś“Import data from other HR systems
  • 27. Support and Training âś“Support for set up, data import âś“Training of administrators âś“Support via phone, email, chat âś“Free set up and customization
  • 28. Employer Benefits âś“Online requests and approval with Planmyleave âś“Flexible and easy to use âś“Import & export data to other HR and Payroll systems. âś“100% secure and scalable. âś“Hosted on Amazon Web Services with high security of data. âś“Total transparency over the process – no more unnecessary questioning and disputes with HR Staff. âś“Lessens unauthorized absence for the long-term.
  • 29. Employer Benefits âś“Eliminates pain points of paper based, email and excel based leave requests and balance calculations âś“Company notifications can be posted and viewed on the dashboard for any announcements. âś“View entire employee information from one centralized dashboard. âś“Team calendars allows you to plan for absences better
  • 30. Employee Benefits âś“Check leave entitlements and Request leave online âś“Schedule absence and other leaves ahead of time with ease and by correlating with other team members. âś“View your leave balances online and see your reports online without unnecessary questioning of HR Personnel. âś“Employees can update their contact, photo and personal information online easily
  • 31. Integrated Modules âś“Fully integrated with ProjectToolBelt our comprehensive free project management software âś“Integrated with MyWebTimeSheets - our Timesheets module with comprehensive settings âś“ CRM, Expenses and Scheduling software coming up soon