Leave setup

Leave setup

Menu : Setup > HR Setup > Leave Setup
Accessible to : Application Administrator

There are two parts of the leave setup page.

1. Process Setup

In this section the overall parameters can be setup
1. Leave upload done by - this parameter is used to identify who will be able to upload leaves in bulk using an excel file, it can be done by either Manager, HR Manager or HR Executive. Refer to this article on Bulk upload of leaves for more details
2. Leave home / Leave record page access - through this parameter you can control the access of leave home / leave record page
3. Enable Birthday Leave - this feature is explained in detail in Birthday leave setup article
4. Enable Maternity leave for India - this parameter is only visible for Indian companies, if this is enabled system defined leaves as per the Maternity Benefit Act of India are created in draft - refer article on Maternity Leave for and overview and Maternity group leave setup for setting up these leaves
5. Enable Compensatory Off - if this parameter is enabled, then you have to select the type of Compensatory Off i:e Single Step / Two Step - refer article Single Step Compensatory Setup and Two Step Compensatory Setup.
6. Display leave balance after rounding - if this parameter is enabled then the leave balance on leave home page is rounded off. The rounding works based on the logic explained below -
a) If leave balance is 10.95 and rounding parameter is No then -10.95 (actual balance) will show
b) If leave balance is 10.95 and rounding parameter is Yes then -
         -  If in leave setup Partial Day Allowed is No then balance will show - 10
         - If in leave setup Partial Day Allowed is Yes for 0.25 days then balance will show - 10.75
         - If in leave setup Partial Day Allowed is Yes for Half days then balance will show - 10.50
         - If in leave setup Partial Day Allowed is Yes for 0.75 days then balance will show - 10.75
         - If in leave setup Partial Day Allowed is Yes for all days then balance will show - 10.75
         - If in leave setup Partial Day Allowed is Yes for 0.25 and half days then balance will show - 10.75
7. On Withdrawal Comments By Initiator Compulsory - If this feature is enable comments will mandatory on leave withdrawal

2. Create Leaves


In this section you can

1. Create and manage different types of leaves - use the "Create New Leave Type" button to create a new leave, use the Edit option to edit an existing leave type
2. Click on "Download Setup Data" button to get data of all leaves in an excel format
3. Edit leaves to modify the parameters which can be modified
4. Delete / Deactivate active leaves

Linked articles

  1. Refer to the article on Create a new leave type for more details on how to create a new leave
  2. Refer to the article on Compensatory Off setup for more details on how to setup a single step compensatory off leave
  3. Refer to the article on Two step Compensatory Off setup for more details on how to setup a two step compensatory off leave
  4. Refer to the article on Maternity group leave setup for more details on how setup Maternity group leaves
  5. Designing the workflow for leaves - Leave Workflow
  6. Delete or Close a leave - refer article Closing or deletion of leaves for more details
  7. Refer to the article on Editing a leave type for ore details on how to edit an active leave
  8. Refer to the article on Year end carry forward of leave for more details on how carry forward of leaves is managed at the end of the year

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