Details
Actions
Users can also click on the EDIT option to edit the leave details and conditions.
This section contains details of leave reason, leave dates and employee name
| Field name | Description |
| Employee name | Name of the employee applying for leave is displayed. |
| Team Email | Email id of the team to which the employee belongs |
| From date | Date from when the employee is seeking leave |
| To date | Date until when the employee is seeking leave |
| Leave type | Type of leave employee applied like casual leave, sick leave or other types |
| Reason for leave | Short description about the reason for leave |
Click on MENU for more options like Leave types, Leave policy, and Leave requests
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Leave types
This section contains details of leave types, Leave apply types, and condition details.
User can also click on the EDIT option to change the Leave types details.
Details
| Field name | Description |
| Leave type | Type of leave like casual leave, sick leave, or others |
| Code | Short code for leave type |
| Leave apply type | Displays whether leave applied is paid or unpaid leave |
| Unit | The measurement unit of leave as in days, weeks or months |
| Description | Type of leave like casual leave, sick leave, or others |
| From date | Date from when the employee is seeking leave |
| To date | Date until when the employee is seeking leave |
Applicable details
| Field name | Description |
| Gender | Person’s gender who is applying leave (Male, Female or others) |
| Marital status | Whether the person is married or not |
| Designation | Designation of the employee in their organization |
| All employees | Displays whether leave is applicable to all the employees or not |
| Custom employees | Leave applies to specified employees or not |
Edit applicable details
| Field name | Description |
| Applicable | Users can select an option by clicking on the corresponding option’s circle box.
1. Applicable for all employees 2. Not applicable to all employees. |
| Gender | Select the Gender of the employee by clicking on the corresponding circle box option.
1. Male 2.Female 3.Others |
| Marital status | Select marital status of the employee from the options. 1.Single 2.Married |
| Designations | Select designation of the employee from the list |
Condition details
| Field name | Description |
| Leave balance | Remaining leaves available |
| Duration | Duration period of the leave is displayed like full day, half day, quarter day or on hourly basis |
| Enable file upload | |
| Leave submit before | The number of days on or before the employees should submit the leave application. |
| Min leave request | Displays the minimum number of leaves employees can avail for a single application |
| Max leave request | Displays the maximum number of leaves employees can avail for a single application |
| Min no of consecutive leaves allowed | Displays the minimum number of consecutive days of leaves allowed for the employee |
| Min gap B/w leaves | The minimum number of days gap between two applications |
| Max no of requests | Displays the maximum number of leave applications allowed within a specified period |
Edit condition details
| Field name | Description | Count |
| Weekends between leave period | Select whether or not the weekends between a leave period should be considered as leave | |
| Holiday Between Leave Period | Select whether or not the holidays between a leave period should be counted as leave | |
| While Applying Leave, Exceed Leave Balance | Select whether to allow or not to exceed the Leave balance while applying for a leave | |
| Leave Balance Type | Select whether the leave balance type should be without limit, year-end limit, or without any limitation to be marked as Lop (Loss of pay) | |
| Duration | Select the duration period of the leave from the list of Full day, half day, quarter day, or on an hourly basis | |
| Enable File uploaded option if the applied leave period exceeds | ||
| Leave application should be submitted before | Click on the checkbox to select before when an employee must submit the leave application | Enter number of days count |
| Min Leave that can be availed per Application | Click on the checkbox to select the minimum number of leaves allowed per application | Enter the count in days |
| Max Leave that can be availed per Application | Click on the checkbox to select the maximum number of leaves allowed per application | Enter the count in days |
| Min number of consecutive days of leaves allowed | Click on the checkbox to select and enter the minimum number of consecutive days of leaves allowed for an application | Enter the count in days |
| Min Gap Between Two Applications | Click on the checkbox to select and enter the minimum number of days gap between two leave applications | Enter the number in days |
| Max Number of applications allowed with in specified period | Enter the maximum number of applications allowed within a specified period | Enter the number in days |
Leave Policy
This section contains details of leave policy, accrual details, and encashment details.
A leave policy is a document that lays down the rules and regulations related to various types of leaves that an employee can avail of.
Details
| Field name | Description |
| Policy name | Leave policy name |
| Code | short name code of the leave policy |
| Leave type | |
| Leave type | Type of leave like casual leave, sick leave, or others |
| Is accrual ? | Displays whether the leave is accrual or not. Accrual is a charge for work done but still needs to be invoiced. And for which provision is made at the end of a financial period. |
| Accrual breakup | Displays the accrual breakup period |
User can create Policy by clicking on CREATE(+) and enter the details required
Create Policy
| Effective after | Enter the number of days after the policy should be enacted |
| Break-up type | Select the policy effective breakup type from the list in days, months, or years |
| From | Select the policy to be effective from date of joining, or date of confirmation from the list |
Apply all the details and click on SAVE
Accrual
| Accrual break up | Select the accrual breakup period from the list as monthly, half-yearly, tri-annually, or annually. Accrual is a charge for work done but still needs to be invoiced. And for which provision is made at the end of a financial period. |
| Month | Select name of the month from the list |
| No of days | Enter value in number of days |
| Applicable type | Select the application type from the list as Current Accrual or others |
Reset
| Carry forward apply | Select the carry forward application type from the list as carry forward, carry forward with expiry, or carry forward with overall limit |
| Value | Enter the value in the number of days |
| Type | Select the type of carry forward from the list as percentage type or unit type |
| Max limit | Enter the maximum limit value in the number of days for carry forward |
Encashment
Encashment means leave balance can be availed by the company’s employees when they retire, leave the job, or continue their service.
| Value | Enter the encashment value of the leave balance |
| Type | Select the encashment type from the list as a percentage or unit type |
| Max limit | Enter the value of the maximum number of limited days |
Reset (selecting by clicking on checkbox)
| Reset break up | Select the reset to break up tenure from the list as monthly, half-yearly, tri-annually, or annually |
| Reset day | Select any specific date from the list as a reset day |
| Month | Select month from the list |