Manage leave policies
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Create leave policy
Navigate to Leaves >> Manage >> Add new in Leave policies section
A default leave policy is already added at the time of installation, which is applicable to every new user you add to the instance. (Of course, you can delete or edit this leave policy)
Details tab
In Details tab add basic details of the policy as shown in the image below.
On the selected date in Renews on field, system automatically renews the policy and adjusts the carry over/laps & accrual of new leaves based on each leave type’s setting.
Types tab
Click on the Add new option and add a leave type. Following are the default leave attributes you need to set up for each leave type you add in the policy.
Name - Leave type name. Example - Sick leave, Casual leave, etc.
Accrual (Days) - Number of days that need to be accrued on renewal of the policy.
Pro-rata - Whether the leave balance accrual will happen on Pro-rata basis.
Carry over - Number of leaves to be carried over on policy renewal.
Negative balance - Whether users are allowed to apply leaves with negative leave balance.
Payment - Whether leave is paid/unpaid.
Color code - Color code of the leave.
Once you have added all the details, click on save and create another leave type. You can create as many as leave types based on your requirements.
Employees tab
Click on Add, select relevant users to be added/enrolled in the policy and click on Complete.
One employee can be enrolled only in one policy at a time. If you enroll an employee to the second policy, they will be auto removed from the first policy.
If you do not want to enroll employees while creating the policy, you can still save it add them later or enroll users from their user profile by updating leave policy attribute of default section.
Edit leave policy
Navigate to the relevant policy you want to edit. You can edit policy details, edit/delete/disable leave types, remove/add employees in the policy. Click on the relevant tab where you want to edit details. Make necessary changed and Save/Complete.
Delete leave policy
To delete any leave policy, fist you need to remove enrolled users from it.
Navigate to the policy that you want to delete.
Click on Employees tab.
Remove all enrolled users from the policy.
Click on Complete.
Now again open the same leave policy and click on Delete option at the top right corner & Confirm.
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