How-to
Defer crediting rule (rule for Casual Leave as per policy)
According to the proposed policy:
- During the initial 3-month probationary period, employees will not be eligible for any leave.
- Upon confirmation, employees will receive accrued leaves, Casual Leave (CL) at 1:00 leave per month.
In accordance with this policy, you can modify the entitlement rule. However, before making changes, you must create the required category.
To create the category, follow this link: - Link: https://HRStop.thedocs.in/581/Add-Create-Leave-Categories
Once the category is created, proceed to entitle the rules in alignment with the policy. For example, during the initial 3-month probationary period, employees will not be eligible for any leave. To configure this, select the leave category and specify the Entity, Location, Department, Designation, Band, and set the service status to probation. Additionally, set the Credit Frequency to Monthly, Leave Credits to 12, enable the Defer Crediting rule with a frequency of once, and then click Update.
For further clarification, refer to the screenshot below.

Upon confirmation, employees will receive accrued leaves, Casual Leave (CL) at 1:00 leave per month.
To implement this, follow the steps below:
- Navigate to Control Panel → Leaves → Entitlement.
- On the Entitlement page, set the service status to "confirmed."
- Configure the credit frequency as Monthly.
- Select the leave credit in accordance with the policy.
For additional clarity, refer to the screenshot below.
