Leave Configuration

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A Leave type can be configured unit wise/Location wise/Grade wise/employee status wise etc..  Multi selection is possible for each of these columns. Details such as leave type applicable to, min and max days to be applied etc., are configured here. Also, it allows the facilitator to indicate whether negative balance is allowed, half day is allowed, past days are allowed, intervening holidays/weekly offs to be included etc.

Role

Leave Admin

Path

  1. Leave Policy Configuration - Leave Configuration » Leave Policy Configuration
  2. Employee Account Configuration - Leave Configuration » Employee Account Configuration
  3. On Duty Leave Configuration - Leave Configuration » On Duty Leave Configuration
  4. Compensatory off Configuration - Leave Configuration » Compensatory off Configuration

Inputs Needed

  • Leave Policies at organizational should be defined department wise.
  • Leave Sanctioning authorities by the organization should be defined for each department.

Terminology Used

  1. Leave Policy - Here leave Policy term is used to defined the systematic set of rules for the overall leave types.
  2. Employee Account Configuration - As the name suggests, employee account configuration refers to the individual employees leave balance configuration.
  3. On Duty Leave Configuration - An employee can make Out Duty request in case of being out of office for the purpose of office work and is not able to mark his/her attendance. Configuration for Office Duty  permissible types needs to be defined, along with sanctioning authorities.
  4. Compensatory Off - Compensatory Off is a time off that is granted to a worker as compensation for working overtime.

Functionality

The main objective of having a systematic leave configuration is to understand the different types of leaves available for employees. This can be configured as per the requirement which can be different for different departments. The main objectives of leave cycle are as follows:

  • View created leave cycle.
  • Edit existing leave cycle.
  • Create new leave type.
  • View created leave types.
  • Block/Unblock existing leave types.
  • Put restriction on leave types.
  • Remove restriction on leave types.
  • Add post type in leave type.
  • View configured post type in leave type.
  • Edit configured post type in leave type.
  • Block configured post type in leave type.
  • Leave policy rules and sanctions are applicable between date defined by Renewal Detail Cycle
  • Different Leave Policies for different departments in an institute can be configured.

Employee Leave Account

In order to create Employee Leave account, we need to configure leaves depending on the leave type and Post Type. Leave cycle needs to be configured for the employees after which the opening balance of each leave type needs to be added. After the opening balance is added, the system automatically assigns the leaves to the employees account. After the calculation is done automatically, we need to freeze the settings so that these leave details are reflected at the employees login.

The various functionalities of the Leave account are stated below:

1. Able to view department wise employee leave account balance.

2. Option to enter leave balance of employee.

3. Option to search the employee name.

4. Option to freeze the leave balance of employee.

5. Option to unfreeze the leave balance of employee.

6. Option to block employee account of employee.

7. Able to view C-off balances of employee.

8. Able to generate leave type wise report.

Leave Application

Employee Leave Application is a functionality available under the Leave Admin. The path for it is Employee Leave » Employee Leave Application.

The important functionality of the Leave Application is stated below:

  • Able to apply leave application on behalf of selected employee.
  • Able to view leave application history of selected employee.
  • Able to apply leave encashment request on behalf of selected employee.
  • Able to view leave encashment request history of selected employee.

Leave Rejection / Approval

As the name suggest, here the leave admin can view the pending leave requests by the employees. The leave admin has an option to reject or approve anybody's leave depending upon the available workforce for a particular day, reason for leave or depending on any in-house event scheduled for that particular day.

The leave admin can also generate a leave history report for all employees as well as for specific individual employee. The leave admin can also check for a report of leaves availed by employee. The name of this particular report is leave availed history report. This particular report can be fetched from the system according to specific leave types.