Leave Management

Prerequisites

• Leave Policies: Define leave policies including entitlements and accrual rules.

• Leave Type: Types of Leaves organization gives

• Leave Period: Period or date range for leave

• Leave Allocation: Allocating leaves to employee

Steps

1.Leave Policy Configuration:

1. Navigate >HR >Leaves >Setup > Leave Policy

2. Define and manage leave policies

3. Give allocation to leave types in policy

2.Leave Type:

1. Navigate >HR >Leaves >Setup > Leave Type

2. Define leave types

3.Leave Period

1. Navigate >HR >Leaves >Setup > Leave Period

2. Define leave period, from date and to date

      4.Leave Allocation:

1.  Navigate to HR > Leave Allocation > New.

2.  Allocate leave based on policies or leave type.

5.Applying for Leave:

o   Navigate to HR > Leave Application > New.

o   Select the employee, leave type, date range, and reason.

o   Submit for approval.

Fields and Explanation

• Employee: Select the employee applying for leave.

• Leave Type: Type of leave being applied for (e.g., Annual Leave, Sick Leave).

• From Date: Start date of the leave.

• To Date: End date of the leave.

• Reason: Reason for the leave application.

• Status: Current status of the leave application (Applied, Approved, Rejected).