How to Create a Leave Type? #
Creating leave types in Pay people is a great way to customize your account to meet the specific needs of your organization. PayPeople’s new leave type gives you an extensive platform to configure and customize various leave types to suit every organization’s needs. You can create specific leave types for working members in your organization.
Leave Policy #
After By following these simple steps, you can create new leave types and manage time off requests with ease. Follow the steps below to create a new leave:
- Go to Setup > Time > Leave Type.
- Click Leave Policy and click “Create a New” to add a new leave type.
- Give a Name and Code – Code is a unique reference for the leave type. For eg, the code for Casual Leave can be given for CL for easy identification.
- Under Type, select whether the leave should be Paid or Unpaid.
- Under Unit, select Days or Hours . The unit given here will form the basis for all the leave calculations. For example, if Hours is chosen then all configurations and reports will be in Hours.
- You can also set the leave description and reason mendatory by click the checkbox.
Configure Advance Leave Policies: #
- The leave type comes with various advanced options such as Entitlement, Applicable, and Restrictions, which can make your leave dynamic and flexible. A leave policy can even be customized exclusively to a specific employee. Let us look at the important features in configuring a new leave type.
Entitlement #
- Based On: Set how leave will be entitled based on Calender days or Joining days.
- Eligibility Based On: You can select leave elegibility for Confirmed, Probation, Confirmed but value from joining,Confirmed on competetion of job period.
- Prorate : By checking this checkbox leave will autometically assign to the employee on prorate basis.
- Job Period Based On:
- Job Period QTY: If you want to active leave after 6 months you will give here 6.
- Accrual and Reset : In this section, we define how much leave gets credited to an employee using various option.
- You can also set leave carrry forward value.
- Max Limit : You can set max limlit for carry forward leaves and validation to use this carry forward leaves also.
Note:
“Accrual : You can set monthly or yearly accural for assigning leaves.”
Applicable #
- Select ‘Applicable, You can use the filters to apply this leave for specific employees.
Restrictions #
– Dates allowed: You can request a weekend break for past or future dates. However, keep in mind that the number of days allowed for past and future dates may differ.
– Minimum leave that can be availed per application: The minimum leave refers to the shortest duration of leave that an employee can request in a single application.
– Maximum leave that can be availed per application: The maximum leave refers to the longest duration of leave that an employee can request in a single application.
– Minimum Gap: The minimum gap is the number of days an employee must wait between the end of one leave period and the start of another. For example : If a company has a policy of a minimum gap of 2 days between two leaves, an employee who takes a vacation for Monday and Tuesday would need to wait until at least the following Friday to take another leave.
– Leave Intimation : This is the period of time an employee is required to notify their employer in advance before taking a leave of absence. For example if i want that employee notify me before 2 days for 2 day leave then i will write this policy like showing in screen shoot.
– File Attatchment Required: You can set number of leaves here, according to this number employee is responsible to attatch file if he is taking leave according to this. For example, if file attachment is 2 and employee is taking leave for 2 days then he will must prompt to attatch file for this.
– Allow Leave Request on Zero Balance: This allow user to apply leave request if he has zero leave balance.
– Holidays Between Leave Period : Count as leave: Keep in mind that any holiday break during your vacation period will count as vacation days.
Leave Calender #
After creating leave you need to create leave calender for leave validity. For this
- Go to Setup > Time > Leave Type.
- Click Leave Calender
- Click “Create a new” to add a new leave calender.
- Popup window will open, write code like LC 2024 mean Leave Calender 2024, calender name, set from and to date for leave validity and select leaves from leave types which you want to add in this leave year calender.
- Click Save button.
