To ensure the proper functioning of the leave process, you should first set up the leaves which is as per your company policy.
You can Add/Configure/Edit Leave Types based on different criteria.
Go to Settings >> Click “Leaves”.
Click on Add Leave button to add new leave types OR to edit existing leave types click on View/Edit icon.
Enter the leave name in the NAME field and the Abbreviation, on adding new leave types.
In Credit tab
Leave Credit Frequency:
- Select leave credit frequency i.e., Monthly/Quarterly/Half Yearly/Yearly. This option would credit leaves balance based on the calendar day.
- Based on the DATE OF JOINING too user can select leave credit frequency.
Leave Credit on- You have three options to choose when your leave should be credited.
- First Day- the leave will be credited on the first day of the month.
- Last Day- the leave will be credited on the last day of the month.
- Pay Block= The leave will be credited once the payroll is locked.
To know more about the Lock Payroll process, please click here.
Credit is attendance dependent: If you choose “Yes” the leaves will be credited based on the worked days i.e., on a pro-rata basis for MONTHLY credit frequently.
Proration is applicable for new joiners: Leave credits will be prorated based on the Date of Joining if you choose “Yes”.
Credit Type: Select Flat OR Slab.
You can use a slab to create a different number of days to be credited at each completed period-Monthly/Quarterly/Half Yearly/Yearly.
No of days: Enter the number of days of leaves to be credited, in case of credit type FLAT.
Encashment:
Can carry forward? Select “Yes” if the leave has to be carried forward to the next Leave year.
Max Carry forward at year-end: Enter the Annual Carry Leaves Numbers OR specify the maximum number of days that can be carried forward to the next Leave year.
Is En-cashable? Select “Yes” if leave balances can be encashed.
Max Days En-cashable: Enter the maximum days of leave that can be encashed, either on separation or while in service, if applicable.
En-cashable Formula: Enter the leave Encashable Formula.
Rules:
Min. Service Period before leave can be applied: If you want the employees to apply for leave only after completing a fixed set of days, then you can enter the minimum number of days. This will be considered from the employee’s date of joining. If employees can apply from day 1, you can leave this field blank.
Min/Instance: Specify the minimum number of days that can be taken per instance by employees.
Max/Instance: Specify the Maximum number of days that can be taken per instance by employees.
Leave Request Window: The maximum number of leave days by which the employee should apply for leaves in ESS, that 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 an Employee can request.
Unavailed leave will lapse: Selecting this option will lapse the unavailed 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 for the leave.
Sandwich Rule:
Is Leave part of weekly off: Selecting this option will include WEEKLY OFF as leave taken, if there are WEEKLY OFF’S in the leave taken period.
Is Leave part of Holiday: Selecting this option will include HOLIDAY as leave taken if there are holidays in the taken leave period.
Is Leave part of the preceding week off Selecting this option will include PREVIOUS DAY WEEKLY OFF as leave taken.
Is Leave part of preceding holiday: Selecting this option will include PREVIOUS DAY HOLIDAY as leave taken.
Is Leave part of succeeding week off: Selecting this option will include NEXT DAY WEEKLY OFF as leave taken.
Is Leave part of succeeding holiday: Selecting this option will include NEXT DAY HOLIDAY as leave taken.
Clubbing Rule:
Can't be clubbed with: Select leave types, which should not be clubbed along with the configured leave types.
Applicability:
Criteria: You can configure multiple rules (Type of employee, designation, cost center, etc…) by clicking on the 'Add' button
Note: After creating the leave type, you will need to allocate it to employees. You can do that by navigating to Settings >> Leaves and clicking on Allocate Leaves