Manage leave policies

 

Introduction

Leave policy is essentially a grouping of different leave types & rules for accrual, carry-over, etc. against each of these leave types. When you have different policies for a different set of users, you would end up having multiple leave policies in UpRaise. e.g. leave policies for two offices in different geographies, leave policies for contractual & permanent employees, etc. UpRaise provides you with an option to add separate leave policies based on the requirements.

Navigation

  • Navigate to Leaves >> Manage tab >> Leave policies section.

  • A default leave policy is already added at the time of installation, which applies to every new user you add to the instance. (Of course, you can delete or edit this leave policy)

 

Create a new policy and leave types

  • Navigate to Leaves >> Manage tab >> Leave policies section >> Click on Add new

This opens a new policy creation page with three tabs explained below -

Details

This section shows the basic details of the policy. 

  • Name: Name of the policy.

  • Description: Description, and guidelines of the policy.

  • Renews on: Renewal date of the policy. This date will be considered for calendar year calculations. For example, if your leave calendar calculations are closed on 31st December - your renewal date will be 1st January. If your leave calendar calculations are closed on 31st March - your renewal date will be 1st April.

Once done with adding all the details, click on Save & Next button. 

Types

Below listed are the attributes of a leave type.

In this section, you can add new leave types or edit existing ones. You can enable or disable a leave type (if a leave type is already in use). You can also delete a leave type (only if a leave type is not in use).


Users

  • This section of leave policy page enables you to add or remove users from the policy. Depending on the nature of the policy you can add a different set of users to the policy.

  • One user can be enrolled in only one leave policy at a given point in time. If the user is already enrolled in one policy and you enroll them again in another policy, they will be automatically removed from the previous policy.

  • Leaves for each user will be calculated based on the enrollment start date. 

  • If you do not want to enroll users while creating/editing the policy, you can still save it & add users/remove users later. Or enroll/remove users from their respective user profiles by updating leave policy attribute of the default section of that user’s profile.

  • You can also mark a policy as default, so whenever any new user is added to the company directory - they are enrolled into the default policy automatically.

Edit or delete leave policies

Clicking on any leave policy opens the edit mode, you can change anything and update it. You can also click on Actions (…) and find options to Edit and Delete.

Adjust leaves

There can be a case when HRs want to debit or credit leaves to and from any user’s balance, they can use the Adjustment options.