1) Create Leave Type
Go to --> Settings --> Leave --> New Leave type
In this option you need to configure your each & every Leave type. There are some key words you need to know first.
Continuous: It will calculate total leave days including holiday.
Actual: It will calculate total leave day excluding holiday.
Leave Calendar: It will start in 1 January & end at 31 December
Employment Calendar: Year will start from Employee joining Date
Yearly Fixed: Total leave days is fixed.
Incremental: If leave days are depend on working days/total days.
Applicability: In this section you can restrict leave application, set up leave duration. You can also allow emergency leave for this leave type.
Eligibility: Here you can specify that leave type gender wise (Specially for maternity & paternity Leave).Also can set up leave without pay if you don’t select paid.
Accumulation: All carry forward related configuration is set up from here.
“Max CF Limit in A Cycle” restricts maximum leave carry forward in a year.
“Max CF Balance” restricts total carry forward balance of leave in a service year.
Encashment: Encashment is peripheral part of earn leave. Here you can set up encashment settings. Here you can easily setup max encashment days & there payment method.
Maternity Leave: In this section you can set up all maternity leave configurations. Finally you need to select of payment method from Bill Calculation on box.
2) Edit Leave Type
Go to --> Settings --> Leave -->Leave Type List
Go to Leave Type List. Here you can see all the Leave Type List. Select Leave Type. You can see there each section has edit button.
3) Create a Leave Policy
Go to --> Settings --> Leave --> New Leave policy
Here you can see all the leave type which has been created. Select those leave types which are in this leave policy. You can customize/change leave type settings from here.
Now first set a name of you leave policy. You see all leave types are listed below.
Now you can change leave type settings:
4) Leave Policy List
Go to --> Settings --> Leave --> Leave Type List
Go to leave policy List. Here you can see all the Leave policy List. Select Leave policy, you can see there each section has edit Button.
5) New Leave Application
Go to --> Settings --> Leave --> New Leave Application
You need to select an employee. On right side you can see an employee detail with picture. Now you choose leave type & app type. Select Emergency or not then select date. If any medical certificate is needed then attach it.
Recommending a pending Leave
Process: Go to --> Leave --> Leave Application list --> All --> For Recommendation
Click on the Leave application number to view the leave details. Click on the Action button and click recommend to recommend the application. The recommender can Cancel or Reject the application from the Action button. The Recommender can edit the leave period by clicking the Edit button of the Leave period section.
Approving a Recommended Leave
Go to --> Leave --> Leave Application list --> All / For Approval
Click on the Leave application number to view the leave details. Click on the Action button and click Approve to approve the application. The Approver can Cancel or Reject the application from the Action button. The Approver can edit the leave period by clicking the Edit button of the Leave period section.
Recommender & Approver Selection for Leave
Process: Go to --> Employee --> Employee list --> Click on the Employee name
After opening an employee profile’s details Tab, click the edit button of the Employment information section and set the Recommender & Approver for the employee.
Email Notification for Leave
Go to -->Employee profile --> Click Edit button of Basic information
Set email address for all the employees, recommenders & approvers from their profile then all the leave entries will be notified through email to the Recommender and all the recommended leaves will be notified the approver through email. Any updates of the applied leave will be notified to the applicant employee through email. The Recommenders & the Approvers can Recommend/ approve the leave application from email. Email of recommendation & approval structure is given bellow:
6) Leave Status
Process: Go to --> Leave --> Leave Status
System has option to select branch, department, employee type (permanent, probation etc.), employee and date range wise leave status (application pending, recommended, approved/ not approved or rejection) list for management purpose.