A step-by-step guide to operate business better with OCLite
ONLINE ONBOARDING
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Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Register and Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage/Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 How to Create and Manage Customer (Debtor)
3.1 How to Create and Manage Invoice
3.2 How to Create and Manage Receipt (Receive Payment)
3.3 How to Create and Manage Credit Note
3.4 How to Create and Manage Debit Note
4.0 How to Create and Manage Supplier (Creditor)
4.1 How to Create and Manage Receive Invoice
4.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note
How to Manage Leave Application for Staff (HR / Admin)
? Where to Access HRMS
? Where to Access This Function
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Go to Leaves → Leave Applications → View List:
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From here, you can:
| No. | Action | Description | Button / Location |
|---|---|---|---|
| 1 | Add | Create a new leave application | Click New Record at the top of the page |
| 2 | Details | View Details to see full leave info including attachment (if any) | Click Details next to the application |
| 2 | Edit | Modify existing leave application | Click Edit next to the application. Only leave applications not yet approved can be edited. |
| 3 | Delete | Permanently remove leave application | Click Delete next to the application. Deleted data cannot be recovered. |
| 4 | Download | Download leave application | Click Download next to the application |
Use the screenshot below to locate the buttons.
1️⃣ Steps to Add a New Leave Application
1️⃣ Select Staff
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Choose the staff name from the dropdown list.
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Make sure you select the correct employee before proceeding.
2️⃣ Select Leave Type
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Choose the appropriate Leave Type (e.g., Annual Leave, Medical Leave, etc.).
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Ensure the staff has sufficient leave entitlement balance before selecting the dates.
⚠️ Important: Leave balance and entitlement will affect whether the leave can be applied successfully.
3️⃣ Select Leave Dates
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Choose the Start Date and End Date
? Half-Day Leave Option
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If the leave is half-day, select Half Day → Morning or Half Day → Afternoon for each date.
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Example:
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Morning half-day leave on 1st March
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Start Date: 1 March, Half Day: Morning
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End Date: 1 March, Half Day: Morning
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For full-day leave, leave the default All Day selection.
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⚠️ Important: Make sure start and end dates and half-day settings match the leave type and entitlement.
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The system will automatically calculate the total leave days based on:
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Working days / Calendar days setting
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Public holidays (if applicable)
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Make sure the selected dates match the staff’s available leave balance.
4️⃣ Enter MC Code (If Applicable)
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If the leave type is Medical Leave, enter the MC Code in the field provided.
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This step is required only if your company tracks MC reference numbers.
5️⃣ Enter Reason
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Fill in the Reason for Leave.
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The reason should clearly explain why the staff is applying for leave.
Example:
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Family matter
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Medical appointment
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Emergency leave
If not available, please enter NA
6️⃣ Click Submit
After completing all required fields:
✔ Click Submit
The leave application will then be submitted into the system.
⚠️ Important Notes
| Setting / Action | Yes | No |
|---|---|---|
| Send Email | Staff will receive an email notification when leave is approved. | Staff will not receive email notification. |
| Auto Approve | Leave is automatically approved without manual intervention. | Leave requires manual approval by approver/admin. |
| Validate Min Days | System ensures user applied leave within the allowed timeframe. | System does not check if leave is applied within the allowed timeframe. |
| Validate Balance Available | System checks if staff has sufficient leave balance before approval. | Leave may be approved even if the staff does not have enough leave balance. |
⚠️ Once a leave application is approved, the staff cannot:
Add attachments
Edit leave details
This ensures leave records remain accurate and consistent.
How to Approve Leave Application for Staff (HR / Admin)
? Where to Access HRMS
? Where to Access This Function
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Go to Leaves → Leave Applications → View List
This page shows all leave applications in the system.
? Steps to Approve / Reject
1️⃣ Locate the leave application.
2️⃣ Click on the leave record.
3️⃣ Click Approve / Reject
✔ The leave status will update to Approved / Rejected
Use the screenshot below to locate the buttons.
