This document will help user to Add/Configure/Edit Leave Types based on their requirements.


Go to Payroll Settings >>  Leaves >> Click on Add Leave button to add new leave type OR to alter double click on existing leave types.


Enter leave name in NAME field and Abbreviation, on adding new leave types


In Credit tab:


Credit Frequency

  • Select leave credit frequency i.e., Monthly/Quarterly/Half Yearly/Yearly these option would credit leaves balance based on calendar day
  • Based on DATE OF JOINING too user can select leave credit frequency

Credit on: Last Day or First Day or On Pay Block: If you choose On Pay Block Credit will happen once you “Lock Pay Process” Under process Control Payroll.

Credit is attendance dependent: If you choose “Yes “Leaves will be Crediting based on the worked days i.e., on PRORATA basis for MONTHLY credit frequently.

Proration applicable for new joiners: If you choose “Yes” leaves will be crediting prorated based on Date of Joining.

Credit Type: Select Flat OR Slab

Slab is using for different Number of days as to credit at each Completed months - Monthly/Quarterly/Half Yearly/Yearly.

No of days: Enter the number of day’s leaves to be credited, preferable to enter days only in case of credit type FLAT. 

 

Encashment:

Can carry forward? : Select “Yes”, if the leave is carry forwarded for next Leave Calendar year.

Max Carry forward at year end: Enter the Annual Carry forwarding Leaves Numbers OR Specify the Maximum Number of days that can be carrying forwarded to next Leave Calendar year.

Is En-cashable? : Select “Yes”, if leave balances can be en-cashed.

Max Days En-cashable: Enter the Maximum Leaves Encashment Days, either on separation or while in service, if applicable.

 

En-cashable Formula: Enter the leave En-cashable Formula.

 

Rules:

Min. Service Period before leave can be applied: Enter Minimum number of days, completing which (counting from Date of Joining) employees can apply/avail leaves.

Min/Instance: Specify the minimum number of days that can be taken by employees.

Max/Instance: Specify the Maximum number of days that can be taken by employees.

Leave Request Window: Enter the number of days after which employees should not be able to apply leaves which they have already availed/taken.

Max leave that can be taken: Specify the Maximum Number of days that can be availed as leave for a specified period.

Max. Leave balance: Specify the Max days of leave, entering a number here will restrict employees availing leave though they have more leave balance.

Negative Leave Max: Specify the Maximum number of Negative days Employee can request.

Un-availed leave will lapse: Selecting this option will lapse un-availed leave balance. The period considered for this is the same as “Credit Type” in the Credit tab.

Notice for leave request: Specify the minimum number of days’ notice before applying the leave.

 

Sandwich Rule:

Is Leave part of weekly off: Selecting this option will include WEEKLY OFF’S as leave taken, if there are WEEKLY OFF’S in leave taken periodIf employee is taking long leave in which if week off falls in between, then week offs also will be considered in number of leave counts. For example: Employee applies leave from Friday to Monday, then both Saturday and Sunday will be considered as leaves and the leave balance will deduct accordingly.

Is Leave part of Holiday: Selecting this option will include HOLIDAY’S as leave taken, if there are HOLIDAY’S in taken leave period. If employee take leaves and holiday falls in between, then the holiday will also consider as leave. Refer the example given for part of weekly off which is a relevant case

Is Leave part of preceeding week off: Selecting this option will include PREVIOUS DAY WEEKLY OFF as leave taken. In company Saturday & Sunday is week off. If employee applies leaves on Monday, then Saturday & Sunday will also be considered as leave.

Is Leave part of preceeding holiday: Selecting this option will include PREVIOUS DAY HOLIDAY as leave taken. If any holiday preceeds the leave then the same will consider as leave and the leave balance will deduct.

Is Leave part of succeeding week off: Selecting this option will include NEXT DAY WEEKLY OFF as leave taken. In company Saturday & Sunday is week off. If employee apply leave on Friday, then Saturday & Sunday will also be considered as leave.

Is Leave part of succeeding holiday: Selecting this option will include NEXT DAY HOLIDAY as leave taken. If any holiday suceeds the leave then the same will consider as leave and the leave balance will deduct.

 

Clubbing Rule:Can't be clubbed with: Select leave types, which should not clubbed along with the configured leave types. 


Applicability:

Criteria: You can configure multiple rules (Type of employee, designation, cost center etc…) by clicking on 'Add' button


 

Note: After creating leave type, you will need to allocate it to employees. You can do that by navigating to Settings >> Leaves and clicking on Allocate Leaves