Admin

Setting up Leave Policies

Follow these steps to set up leave policies.

  1. Click on leave on the left panel and select leave policy.
  2. Click “Action” to edit existing leave policies.
  3. Click “Create New Policy” to create a new policy.
  4. Fill in the name of the leave policy you want to create.
  5. Fill in the description of the leave policy you want to create.
  6. Choose the staff that will be eligible.
  7. Choose the eligibility, duration for confirmed staff, notice period, rollover days, rollover expiry and whether it is required for applicants to attach a handover note.
    hr 5
  8. Choose whether the leave will be 
            Splittable - that is employees do not have to take the leave at a go, 
            Accrued - that is eligible leave days are based on the number of days the employee has           worked for in the leave year
            Prorated - that is the leave is prorated for employees that joined in the course of the              leave year
             Visible to the staff
  9. Choose whether the leave will get full, half or no pay when going on this leave.
  10. Select the eligible gender.
  11. Determine whether employees will be able to log into the HRMS when they are on leave. 
  12. Determine whether leave policy is tied to allowance.
  13. Choose an approval workflow from the dropdown of already created workflows.
    (Note that approval workflow would have been created on the approval workflow module.)
  14. Determine who gets the resumption notification, reporting line or admin.
  15. Set the resumption notification and select who will be notified on leave resumption
      1. Set the leave commencement notification, select who will be notified when an employee proceeds on leave and the number of days from leave resumption that notification will be received. .
      2. Click on add leave policy to create the leave policy.