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.
   
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, or,
           Prorated - that is the leave is prorated for employees that joined in the course of the leave year
9. Select the eligible gender.
10. Determine whether the leave policy should be visible to all employees
11. Determine whether employees should have access to the HRMS when they are on leave.
12. Determine whether employees can backdate their leave requests
13. Determine whether employees need to provide reasons for going on leave
14. Determine whether employees need to provide proof of leave for this policy
15. Determine whether weekends should count as part of the leave days.
16. Determine whether public holidays should count as part of the leave days.
    
    
17. Check the box if you want to set up an allowance for the leave policy.
18. Choose the leave allowance requirement mode.
19. Input the minimum days for allowance.
20. Choose the already created leave allowance.
21. Then click on next.
    

22. Select a created approval workflow

23. Set the flow for Leave resumption notifications

24. Set the flow for Leave commencement notifications.

25. Select the relief officer approval mode.

26. Click on next to proceed.

27. Select which employee category is eligible for the leave policy.

28. Toggle the paygrades

29. Input the duration for the staff

30. Input notice period if preferred.

31. Input rollover days if preferred.

32. Input rollover expiry date

33. Make handover note required if necessary.

34. Click on Save.