Leave Details

Leave Type - Short description of leave, Leave type will be as Compensatory Off by default but you can change this

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

Leave Basis - This is the basis of on which leave is given to the Employee. It defines the period or instance on which leave is given. This leave is define on 'Per Incidence' basis by default and cannot be changed

Category - Leave category will be 'Leave' for this leave and cannot be changed

Accrual Method - This defines the point of time when leave is credited to the employee's leave account. Accrual basis is define 'Per Incidence' by default for this leave and cannot be changed. Per Incidence method implies that leaves are accrued on the basis of the request (incidence)

Short Code - is a two digit alphanumeric code used in EazeHR for leave updation or report generation

Holiday Counted - If a holiday falls in between a leave period it will be counted as a leave only if this option is checked. If the box is unchecked then any holiday falling in the leave period will not be counted as a leave

Weekly Off counted - If a weekly off falls in between a leave period it will be counted as a leave only if this option is checked. If the box is unchecked then any weekly off falling in the leave period will not be counted as a leave

Note - for the above two points system does not differentiate between full day or partial day status of leave, if an employee is on half day LWP on Friday and then tries to take LWP on Monday and Saturday and Sunday are weekly off and if the "Weekly off counted" is checked as yes then system will ask him to submit the second leave from Saturday.

1. Qtr Day Allowed - If this box is checked then a quarter day leave can be taken else not
   
2. Half Day Allowed - If this box is checked then the leave can be taken as a half day leave also else not
   
3. 0.75 Day Allowed - If this box is checked then a 0.75 day leave can be taken else not
   

Note : If a partial day leave is taken the remaining part of the day also needs to have a status which can be Half day present, 0.75 day absent, these are called composite status

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 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

Allow Compensatory Off on account of - through this parameter you can control if compensatory off can be requested for all days or only for working on weekly offs and holidays

Lapse Period - this would define the date range in which employee can take a compensatory off. For example, if the employee has worked on 29 November which was a weekly off and the lapse period in the system = 30 days, this means that the user can apply for comp off between 30 November and 29 December. The formula is
(Date Worked + 1) <= Compensatory Off Date <= (Date Worked + Lapse Period)
In case of lapse period is not updated then there will be no constraint. Null is not same as zero

Clubbing not allowed with these leaves - Activation of this parameter will prevent employee from taking this leave if selected leaves has been taken in preceding or succeeding periods. Even if the leave request is in submitted status and even if the leave duration is partial day, this parameter will be applicable

Allow Leave Encashment and Notice Period adjustment - If selected as yes then this leave is available for encashment when encashment process is released by the HR Manager. Refer to article on Leave encashment for more details. If notice period is to be recovered then this leave will be available for recovery only if this parameter is selected as yes. If this parameter is not visible then encashment feature has not been activated for your company, please get in touch with your Account Manager if you want this to be activated

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