Difference between revisions of "Leave Availing Rules"

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'''Leaves Avail rules can be''':
 
'''Leaves Avail rules can be''':
 
* Can be Availed in Probation period? For Eg: Certain leaves such as Casual leaves cannot be availed during probation period while medical leaves can be available during the Probation period. This can be defined as per the organizations policy.
 
* Can be Availed in Probation period? For Eg: Certain leaves such as Casual leaves cannot be availed during probation period while medical leaves can be available during the Probation period. This can be defined as per the organizations policy.
* Availed through Group Only? Leaves can be either individual or grouped (i.e. combination of two or more leave types.) For Eg: Maternity leaves can be grouped with medical leave. If this is defined in the leave configuration, then the maternity leaves and the medical leaves can be availed all together. However Medical Leaves can be availed individually as per the rules specified for this particular leave type.
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* Availed through Group Only? For Eg: If an employee is claiming Vacation Leave it has to be 50 % of vacation Leave and 50% of EL (Encashable and non-Encashable)
 
* Whether a specific leave type should be considered as Privileged leave type can also be defined.
 
* Whether a specific leave type should be considered as Privileged leave type can also be defined.
 
* From Joining Leave Avail After. For Eg: Casual leave can be availed only after the end of probation period of 6 months, then we can define it accordingly.
 
* From Joining Leave Avail After. For Eg: Casual leave can be availed only after the end of probation period of 6 months, then we can define it accordingly.
* Max No of Days Allowed at a Time. Example : EL cannot be taken more than 03 times in a calendar year
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* Max No of Days Allowed at a Time. For Eg: EL cannot be taken more than 03 times in a calendar year
* Min No of Days Allowed at a Time. Example : EL cannot be taken less than 02 times at a time.
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* Min No of Days Allowed at a Time. For Eg: EL cannot be taken less than 03 days at a time.
* No of Times Allowed per Cycle. Example : Annual Leave can be availed once in a calendar year.
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* No of Times Allowed per Cycle. For Eg: Annual Leave can be availed once in a calendar year.
* Leave can be availed Throughout cycle or only a in a Specified Period. For example - The system allows to define a specific leave type whether it can be availed throughout the leave cycle or during a specific period (which can be defined between dates)
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* Leave can be availed Throughout cycle or only a in a Specified Period. For Eg: Casual Leaves can be availed anytime during the leave cycle. While Vacation Leave can be applied between May 1st and June 30th Only.
 
* Defining the Leave Rules is one time process which can be amended only if there is a change in the leave policy of the organization.
 
* Defining the Leave Rules is one time process which can be amended only if there is a change in the leave policy of the organization.
  
 
== '''Step by Step''' ==
 
== '''Step by Step''' ==
 
[[File:Leave Availing Rules.jpg|center|frame]][[File:Leave Availing Rules1.jpg|center|frame]]
 
[[File:Leave Availing Rules.jpg|center|frame]][[File:Leave Availing Rules1.jpg|center|frame]]

Revision as of 10:53, 22 April 2020

Leave is a provision to stay away from work for genuine reasons with prior approval of the authorities. It may be granted for a casual purpose or a planned activity, on medical grounds or in extra-ordinary conditions. Accordingly, leave rules and norms have been categorized under various heads.

In this section we will see how we can set rules for availing any type of leaves.

Roles

Leave Admin

Path

Leave Configuration » Leave Policy Configuration

Terminology Used

  • Privileged Leave - 'Privileged Leaves' cannot be availed directly by the employee. To avail them the employee / staff needs to contact the leave admin.

Inputs Needed

  • Leave Type must be created.
  • Post Type and Leave Applicability should be defined.

Functionality

  • Leave Availing Rules are a set of pre-defined conditions which can be configured in multiple ways depending on the type of leave for which the leave rules are to be defined.

Leaves Avail rules can be:

  • Can be Availed in Probation period? For Eg: Certain leaves such as Casual leaves cannot be availed during probation period while medical leaves can be available during the Probation period. This can be defined as per the organizations policy.
  • Availed through Group Only? For Eg: If an employee is claiming Vacation Leave it has to be 50 % of vacation Leave and 50% of EL (Encashable and non-Encashable)
  • Whether a specific leave type should be considered as Privileged leave type can also be defined.
  • From Joining Leave Avail After. For Eg: Casual leave can be availed only after the end of probation period of 6 months, then we can define it accordingly.
  • Max No of Days Allowed at a Time. For Eg: EL cannot be taken more than 03 times in a calendar year
  • Min No of Days Allowed at a Time. For Eg: EL cannot be taken less than 03 days at a time.
  • No of Times Allowed per Cycle. For Eg: Annual Leave can be availed once in a calendar year.
  • Leave can be availed Throughout cycle or only a in a Specified Period. For Eg: Casual Leaves can be availed anytime during the leave cycle. While Vacation Leave can be applied between May 1st and June 30th Only.
  • Defining the Leave Rules is one time process which can be amended only if there is a change in the leave policy of the organization.

Step by Step

Leave Availing Rules.jpg
Leave Availing Rules1.jpg