Leave Policy Creation

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    The creation process for Leave Policy

    Navigation: Menu > Apps > Search for the Leave Policy App > Listview > Create (+) 

    Note: The fields which are in red star mark are mandatory

    Create Leave Policy

    Field name Description Mandatory
    Policy Name Enter the name of the leave policy Yes
    Series By default the system takes series as Leave Policy Yes
    From Date Select the initial date on the calendar from which the leave policy takes effect Yes
    Is To Date Effective Users need to click on the Toggle to select whether the end date is effective or not. The toggle turns to green in color when enabled and red when disabled Yes
    To Date Select the end date on the calendar by which the leave policy remains in effect or valid
    Leave Type  
    Leave Type Select the leave type type from the drop-down list Yes
    Days Enter number of days for the leave type Yes
    Is Accrual? User can click on the toggle to enable leave type as accrual. Toggle turns to green in colour when enabled. No
    Accrual Breakup: Select breakup period from the list
    Add User can add multiple leave types by clicking on the Add option and fill in the required details

    Policy Reset

    Field name Description Mandatory
    Is Reset? User can click on the toggle to enable Policy Reset. The toggle turns to green in colour when enabled and red when disabled No
    When user enables the Toggle (Green in color), users needs to fill the Reset details
    Reset Day Select a policy reset day from the drop-down list
    Reset Breakup Select policy reset breakup period from the list

    Apply all the details and click on “Save”

    in Leave Policy
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