Create a leave category

(0:01)So, this section explains how to add a leave category in the system.

(0:06) To add a leave category, navigate to control panel → settings → leave section.

(0:12) In the leave section, scroll down to the add leave category section. Here, you are prompted to add all the details of the new leave category you are creating.

(0:23) Enter the title and a short name for the leave.

(0:27) For example, for casual leave, you can enter the short name as CL. You can also add a description
for the leave here.

(0:37) You can define the frequency at which leaves are credited in this category: monthly,
quarterly, or annually.

(0:46) For maternity leave, it could be once. For privilege leave or casual leave,

(0:53) you can select monthly or annually, depending on your company’s policy.

(1:03) Next, define the minimum leave period allowed for the category: full day,
half day, or quarter day.

(1:10) Define whatever duration is allowed in your company.

(1:15) You can define the minimum leave duration here. Next are options
where you can set restrictions on applying for leave.

(1:28) You can enter the minimum and maximum number of days for which leave can be applied.

(1:41) For example, your policy may require leave to be applied at least two days in advance

(1:47) For this leave category. You can define the minimum number of days in advance that an employee must apply for leave.

(1:56) For example, if this is set to three days, employees must apply for the leave at least three days in advance.

(2:03) Otherwise, they cannot apply, because this rule is set in the settings
for this leave category.

(2:10) You can also define how many consecutive leaves can be applied in one instance, and the maximum leaves allowed in a year or a month.

(2:21) You can define these maximum instances
and maximum leave days.

(2:25)
You can also restrict employees from applying for leave
in the future calendar year.

(2:33)
This often happens at the end of the year, for example,
in December, when people apply for leave
in January.

(2:37)
If you enable this option, they cannot
apply for leave in the future calendar year.

(2:45) You can also block future leave days. For example, for sick leave,
employees cannot apply for a future date.

(2:53) You can set these restrictions here.

(2:56) You can also define the approval flow for leave requests raised by employees.

(3:01) You can define whether a single approval by an admin or a manager is enough,

(3:10) with the status set to Approved, or whether requests should go through two levels of approval.

(3:16) With two levels, when the manager approves the request, it shows as Manager Approved.

(3:21) When the admin gives final approval, it shows as Approved.

(3:25) You can also see this description by clicking the question mark icon.

(3:31) You can also restrict employees from applying for leave on the basis of service status
and experience.

(3:39) For example, if you don’t want employees whose service status is under notice or probation to apply for this leave category,
you can set that restriction here.

(3:47)
Employees on probation or under notice
then cannot apply
for this leave.

(3:53)
For experience, you can specify, for example, that only employees with six months
of experience can apply for this leave.

(3:59)
Employees with less than six months of experience
then cannot apply for this leave.

(4:08)
There is also an option
to not credit leave automatically

(4:11)
when the service status is under notice
or confirmation,

(4:16)
or any other service status
you want to define

(4:23)
for which the leave
should not be credited.

(4:29)
If you want to enable a TAT rule,
you can enable it here.

(4:35)
Based on your requirements
or policy, choose the TAT rule that applies
to this category

(4:41)
and define it
here.

(4:45)
For example, whether week offs between multiple leaves are counted,
or whether leave application is not allowed.

(4:54) You can define all of these in the TAT rule. Next, on the right side of the page,
you can define the event.

(5:00) For example, if you provide a one-time birthday leave, you can choose the event as a birthday
or a work anniversary.

(5:09) Next is the encashable option. If the leave is encashable, select the encashable option.

(5:17) If allowed, you can also let the leave be carried forward.

(5:22)
You can also define the expiry
of the leave.

(5:28)
This is mostly used for comp off
leaves credited through credit requests.

(5:30)
You can select the expiry as
monthly, quarterly, or half-yearly.

(5:37)
Next is an option to allow employees to apply
for compensatory leave credits for this category.

(5:46)
You can create a separate comp off category
and allow employees to raise leave credit requests

(5:55)
whenever they work on a weekend or a holiday.

(5:59) They can raise comp off requests against this category.

(6:02) You can define after how many days the comp off expires, for example, 60 days or 90 days, and the unit of the credit request.

(6:12) Configure the unit by choosing full day, half day, or quarter day.

(6:16) If it is a loss of pay category,
you can also allow the balance to be negative.

(6:23) Otherwise, the balance cannot go negative,
according to the policy. Next is the consider non-approved leaves option.

(6:34) If someone has applied for leave but the manager has not yet approved it, you may want to stop them from applying for more than their balance.

(6:48)
With this option, leave that is applied for but not yet approved is also deducted from the leave balance.

(6:58) If they don’t have sufficient balance, a warning is shown. You can also enable the option that does not allow the employee or manager to apply for leave during the notice period. If a document is required, for example, for sick leave, you can make it optional or required.

(7:16)
You can define after how many days of leave a document is required. You can also have the leave auto-approved if the manager does not approve it.

(7:34)
For example, if the manager has not approved it in five days,
it is auto-approved.

(7:40)
You can also hide a leave category
from employees.

(7:49)
The leave category is then not visible to employees.

(7:59)
If your leave policy has no sandwich rule,
you can disable this option.

(8:05) If there is a sandwich policy,
select the relevant options.

(8:13) These include week off between leaves, week off after leaves,
and holidays between leaves. You can also set any leave gap restriction here.

(8:34) You can also transfer leaves to this category. To explore more options, go to advanced rules and configure them there.

(8:51) After you have added the leave category
and defined everything required,

(9:03) click add. The leave category is added to the section below, where you can also see the previously added leave categories.