Setting up Leave Policy
23-Jun-2022 · Ivan Wong
Workflow
- Create Leave Type
- Create Leave Entitlement
- Select Leave Type in Organization
- Assign the Leave Entitlement to the Placement
1. Create Leave Type
- Attendance --> Leave Type
- Add New
- Fill in the necessary information
- Save
Points to note
- Select "Is balance maintained" if the leave type need to maintain the balance, e.g. AL, SL, etc.
2. Create Leave Entitlement
- Attendance --> Leave Entitlement
- Add New
- Fill in the necessary information
- Save
- Fill in the Period session
Points to note
- You only need to create the entitlement if "Is balance maintained" of the leave type is selected
- No limitation in the number of Leave Entitlement you can create
3. Select Leave Type in Organization
- Master Data --> Organization
- Choose the company (the one marked with TOP)
- Go to the Leave Types session
- Select the Leave Types that will be used in the company.
4. Assign the Leave Entitlement to the Placement
- Staff --> Placement
- Open the Placement profile and go to the Leave session
- Use the gear button at the end of the Leave to add the Leave Entitlement to the staff
Congratulations! You have finished setting up the Leave Policy.