Leave Settings

Overview: The Leave Settings section allows you to define and manage leave policies for your organization. Customize leave categories, set paid/unpaid status, and configure leave allotment types (monthly or yearly). Additionally, manage leave overutilization and archive leaves for record-keeping.

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Key Features

• Leave Categories: Define types of leaves (e.g., Sick, Casual, Earned).

• Leave Allotment: Set monthly or yearly leave limits.

• Paid/Unpaid Status: Configure whether leaves are paid or unpaid.

• Overutilization Policies: Define rules for handling excess leave usage.

• Archive Leaves: Preserve leave records without direct deletion.

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1. Leave Categories

• Purpose: Define and manage types of leaves employees can take.

• Common Categories:

  • Sick Leave: For medical reasons.

  • Casual Leave: For personal or unforeseen circumstances.

  • Earned Leave: Accrued over time for vacations or planned time off.

• How to Set Up:

  1. Navigate to Leave Settings > Leave Categories.

  2. Add or edit leave types and configure their paid/unpaid status.

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2. Leave Allotment Types

• Purpose: Define how leaves are allocated to employees.

• Options:

  • Monthly Leave Type: Assign a fixed number of leaves each month.

  • Yearly Leave Type: Assign a fixed number of leaves annually, with optional monthly limits.

• How to Set Up:

  1. Go to Leave Settings > Leave Allotment.

  2. Choose the allotment type and set leave limits.

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3. Entitlement and Applicability

• Purpose: Define criteria for leave eligibility and usage.

• Features:

  • Eligibility Rules: Set conditions for who can take specific leaves.

  • Carry Forward: Allow unused leaves to be carried forward to the next period (if applicable).

• How to Set Up:

  1. Navigate to Leave Settings > Entitlement & Applicability.

  2. Configure rules based on employee roles, tenure, or other criteria.

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4. Overutilization Policies

• Purpose: Handle situations where employees exceed their allotted leave days.

• Options:

  • Do Not Allow: Prevent employees from taking extra leaves.

  • Allow and Mark as Unpaid: Permit extra leaves but mark them as unpaid.

  • Allow with Consequences: Permit extra leaves but apply penalties (e.g., salary deductions).

• How to Set Up:

  1. Go to Leave Settings > Overutilization Policies.

  2. Select the desired policy and configure penalties (if applicable).

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5. Archive Leaves

• Purpose: Preserve leave records for historical reference without deleting them.

• Features:

  • Prevents Direct Deletion: Archived leaves cannot be deleted immediately.

  • Permanent Deletion: Archived leaves can be deleted later if needed.

• How to Set Up:

  1. Navigate to Leave Settings > Archive Leaves.

  2. Archive leaves that are no longer active but need to be retained for records.