Configure Leave Credit / Lapse Rules

Certain types of leave such as EL are carried forward to the next year and certain types of leave such as CL are lapsed at the year end. This topic discusses about configuring lapse rules for leave types. In addition, it discusses how leave can be credited to employees’ leave account.

You can configure leave credit rules for leave types according to your requirements. To configure leave credit rules, you need to:

  1. Log into the system as HR manager/ HR admin.
  2. Go to Settings >> Employee Self Services Settings >> Leave >> Setup Leave Types

    The Setup Leave Types page appears, as shown in Figure 1.

  3. Click the corresponding icon for the leave for which you want to configure leave rules.

    leave-Setup-leave-type1

    Figure 1

    The Setup leave Types page appears, as shown in Figure 2.

    eave-configure-leave-rules5

    Figure 2

  4. Go to Leave Credit Rules section on the page, as shown in Figure 3.
  5. Specify that the leave is creditable or not by selecting Yes/ No from the Is Leave Creditable field.

    You can select No option in this field for leave types that you want to provide to employees when required but don’t want to credit these leave types in their account every year. For example Birthday leave, Maternity leave, and Higher Education Leave.

    If you select Yes option then leave credit related options appear.

    These options are:

    • Credit Date: This option allows you to specify how leave should be credited to employees’ leave account. The Manual Credit as and when required option is selected by default to credit leave to employees as and when required.
    • Rules for mid period joining: This option is applicable to employees who have joined the company in the middle of the year. The Same rules as above option is  selected by default to specify that the same rules will be applicable to employees who have joined in the middle of the year as the rules for employees who were there at the beginning of the year.
  6. Select Applicable to all employees to whom the leave is applicable checkbox from Applicability field if the leave is applicable to all the employees of the company, as shown in Figure 3.

    leave-configure-leave-rules6

    Figure 3

  7. Configure Lapse Rules

    Configure the leave lapse rules by selecting the appropriate option from the Lapse Rules field, as shown in Figure 4.

    The available options are:

    • Set the balance to 0: Select this option, if you don’t want to carry forward the leave balance to next year.
    • Set the balance to _, if the current balance is more than _: Select this option, if you want to carry forward a limited number of leave to next year. You also need to specify the number of leave to carry forward and the maximum no of leave balance after which the leave lapse in both the text boxes respectively.
      leave-configure-leave-rules7

      Figure 4

    •  Transfer leave to another leave type: Select this option if you want to transfer the selected leave type to another type of leave. This option allows you to either transfer all the leave to another leave type by selecting the Full Leave option or transfer a limited number of leave by selecting the Max number of days option and then specifying the number of leave to be converted in the Credit amount text box, as shown in Figure 5.

    leave-configure-leave-rules8

    Figure 5

  8. Click Save to save the leave credit rules that you have configured and then click OK on the message that appears, as shown in Figure 6.

    leave-configure-leave-rules9

    Figure 6

    The leave rules are successfully saved and a message suggesting the same appears, as shown in Figure 7.

    leave-configure-leave-rules10

    Figure 7

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Setup of Weekends and holiday calendar

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