Leave Management

Click on Add New button to add a new Leave Type or click on the icon to edit an existing Leave Type. The following options will be displayed -

Code:

Enter the unique Code for the Leave.

Name:

Enter the name of the Leave Type.

Category:

Assign a Category to the Leave from the dropdown list.

Select Paid option if the Leave Type is supposed to be a Paid Leave for the Employee. Leave Balance is required for this leave category for leave transaction and request.

Select Unpaid option if the Leave Type is supposed to be an Unpaid Leave for the Employee. Leave Balance is not required for this leave category.

Select Tour option if the Leave Type is supposed to be when an Employee goes on a company tour. Leave Balance is not required for this leave category.

Status

Click on the checkbox to enable or disable the feature. Enable Leave Status to mark the Leave Type as active.

LEAVE SETTINGS

Allowed For:

Select an option from the drop-down list to specify whether the leave applies to all employees or selected employee subsets.

 

Minimum Allowed at a time:

Specify the minimum number of days for this leave type. Employees will have to request at least these many days when applying for this leave type.

 

Maximum Allowed at a time:

Specify the maximum number of days for this leave type. Employees will be able to request up to these many days when applying for this leave type.

 

Maximum Balance:

Specify the maximum balance that employees can have for this Leave type at a time during the Leave Balance period.

 

Carry Forward To Next Year:

Select an option from the drop-down list to specify and configure whether an employee’s leave balance shall be Carry Forwarded To Next Year or not for this Leave Type.

 

Encashment:

Select an option from the dropdown list to specify and configure whether encashment is allowed or not for this Leave Type.

 

Prior Restriction

Click on the checkbox to enable or disable the feature. Enabling this feature will allow the Employee to request this Leave Type before the first leave date.

 

Days:

This option will be enabled only when Prior Restriction feature is enabled.

 

Enter the minimum number of days up to which an employee can request this Leave Type before the first leave date.

 

Post Restriction

Click on the checkbox to enable or disable the feature. Enabling this feature will allow the Employee to request this Leave Type after the last leave date.

 

Days:

This option will be enabled only when Post Restriction feature is enabled.

 

Enter the minimum number of days up to which an employee can request this Leave Type after the last leave date.

RULES

Week off Club Rule

Click on the checkbox to enable or disable the rule. Enabling this rule will consider the Week off day as a Leave if it is in continuation with or part of the requested Leave Dates (either before or after or on both sides of Week off). Select an option from the dropdown:

 

Select Single Side option if Leave is applied before OR after a Week off day then the Week off day(s) will be considered as Leave(s).

 

Select Both Side option if Leave is applied before AND after Week off day then the Week off day(s) will be considered as Leave(s).

Holiday Club Rule

Click on the checkbox to enable or disable the rule. Enabling this rule will consider a Holiday as a Leave if it is in continuation with or part of the requested Leave Dates (either before or after or on both sides of Holiday). Select an option from the dropdown:

 

Select Single Side option if Leave is applied before OR after a Holiday then the Holiday(s) will be considered as Leave(s).

 

Select Both Side option if Leave is applied before AND after a Holiday then the Holiday(s) will be considered as Leave(s).

 

Allowed in Probation

Click on the checkbox to enable or disable the feature. Disable this flag if this Leave is not allowed in the probation period.

 

Enable Balance Check

Click on the checkbox to enable or disable the feature. Enable this flag for the Paid Leave category to allow transactions for that leaves.

 

Medical Certificate Required

Click on the checkbox to enable or disable the feature. Enable this flag if a medical certificate is required to be uploaded by the Employee for this Leave.

Click on Save button to save the Leave Type settings. Click on Cancel button to discard the action.

Select the Leave Type that needs to be deleted and click on Delete button. The application will show a confirmation message as follows -

Click on Delete button to delete the selected Leave Type or Cancel button to discard the action.

Click on Add New button to add a new Leave Group or click on Edit button to edit an existing Leave Group. The following options will be displayed -

Name:

Enter the name of the Leave Group.

Default

Click on the checkbox to enable or disable the feature. Enable it if you want to set this Leave Group as the default Group.

SELECT LEAVE TYPE

Select the Leave Types by clicking on their respective checkboxes. Selected Leave Types will be applied to this Leave Group. When this Group is assigned to an Employee, all the Leave Types of the Leave Group will be applied to the Employee.

Click on Save button to save the Leave Groups. Click on Cancel button to discard the action.

Select the Leave Group that needs to be deleted and click on Delete button. The application will show a confirmation message as follows -

Click on Delete button to delete the selected Leave Group or Cancel button to discard the action.

Click on Add New button to add a new Accrual Policy or click on Edit button to edit an existing Accrual Policy. The following options will be displayed -

Name:

Specify the Name for the Accrual Policy.

Policy Period:

Select the Policy Period from the dropdown list to specify whether the Accrual will be monthly or yearly.

If the Policy Period is selected as "Monthly", enter the leave balance that has to be credited for each month.

If the Policy Period is selected as "Yearly", enter the leave balance that has to be credited for the year as follows -

Click on Save button to save the Accrual Policy. Click on Cancel button to discard the action.

Select Accrual Policies that need to be deleted. To select multiple Policies, tap and hold CTRL and select the required Policies. Click on Delete button. The application will show a confirmation message as follows -

Click on Delete button to delete the selected Accrual Policy or Cancel button to discard the action.