Short Leave setup

Short Leave setup

Follow the steps outlined below to setup Short Leave.

1. Activate the Short Leave option from Leave Setup. Refer to the article on Leave Setup for more details
2. In the leave table which is visible on Leave Setup page edit on Short Leave. You will be navigated to the Short leave setup page as shown below


The fields which need to filled up are given below -

Effective Date - This is the date from which the Leave Type is available to all the users who are eligible for this leave type. Effective date cannot be earlier then calendar start date and can only be from the beginning of the month

Accrual To Be Done From - This defines the point of time when leave is credited to the employee's leave account. This can be Date of Joining or Date of Confirmation. If Date of Confirmation is selected then this leave will not be available to employees who are on probation.

Partial Days Allowed -
  1. Qtr Day - If this box is checked then a quarter day leave can be taken else not
  2. Half Day - If this box is checked then the leave can be taken as a half day leave also else not

Future Entry Period - The period in future for which an employee can put in a leave request is determined by this value and also the period of active calendar. If today is 15-Dec and future entry period is given as 30 days but the calendar for next year is not yet created then leaves can be submitted for only upto 31-Dec

Past Entry Period - Leave requests and Leave withdrawal requests can be put into the system within this period for past entry. So if today is 15-Dec and past entry period is 30 days then leave upto 15-Nov can be entered but not before that, year end boundary is not applicable in this case


Allow to take leave after xx days from date of joining - Using this parameter you can control how many days after date of joining can a new joiner take this leave.

Allow to apply leave during notice period - If this is selected as Yes then employee cannot take this leave when he is serving notice period

Attachment Compulsory - If this is selected as Yes then employee has to attach a supporting document when he is submitting a leave request

Partial accrual in the joining month - If selected as Yes then you can define from and to day and leave value. If you select 1 to 15 =0.5 and 16 to 31=1 as shown above, employees whose DOJ is before 16th would get 1 accrual and whose DOJ after 15th accrual would be 0.5 for the first month. For remaining months accrual will depend on leave value

Partial accrual in last month - If selected as Yes then you can define from and to day and leave value. If you select 1 to 15 = 0.5 and 16 to 31=1, employees whose LWD before 16th accrual would be 0.5 and whose LWD after 15th accrual would be 1 for the last month. No accrual would be after the last working day

Remarks Compulsory - if you want to make remarks compulsory during submission of leave then select this parameter.

Leave Description - Long description of leave, this is shown on the top of the page when employee is applying for the leave, if this feature is not visible you can request your Account Manager for activation

Eligibility Criteria - By default the criteria is All and it can be changed to design who all will be eligible for this leave. Refer to article on Managing leave eligibility criteria for more details

Remember to define the initiator and approver workflow in the second tab. Refer to the article on Creating a new leave type for more details.

Workflow

Refer to the article on Leave Workflow for more details on how to design the workflow for a leave.

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