Configure Leave Rules

This topic discusses about configuring different leave types according to the business requirements specific to a company. The leave rules can be created by the HR Manager/ HR Admin once the leave types are defined in the system.

Once you have created the leave types required in your company, you can configure leave rules for the defined leave types according to your requirements. The leave rules can also be created while creating the leave types.  You can also modify the rules for the leave types that already exist in the system.

To configure leave 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.

    The page allows you to configure leave rules for the selected leave type through the Leave Rules section on the page.

  4. Specify whether the half day leave is allowed or not for the leave type by selecting the Yes / No option from the Partial Days Allowed field, as shown in Figure 2.
  5. Specify the minimum and maximum days allowed for the leave in the Min Days and Max days text boxes respectively in the Days field.

     leave-configure-leave-rules1

    Figure 2

  6. Specify whether the leave balance is required to avail the leave or not by selecting the Yes / No option from the Balance Required field, as shown in Figure 3.
  7. Specify whether the weekends that fall during the leave period should be counted while counting the leave for the leave type or not by selecting the Yes / No option from the Count weekends field.
  8. Specify whether the holidays that fall during the leave period should be counted while counting the leave or not by selecting the Yes / No option from the Count holidays field.

    leave-configure-leave-rules2

    Figure 3

  9. Specify whether the cancellation is allowed for the leave or not by selecting the Yes / No option from the Cancellation Allowed after approval field, as shown in Figure 4.
  10. Specify whether the clubbing with other leave types is allowed for the leave or not by selecting the Yes / No option from the Clubbing allowed with other leave types field.
  11. Specify whether the salary would be paid to the employee while the employee is on this leave type or not by selecting the Yes / No option from the Is the leave payable in payroll field.

    leave-configure-leave-rules3

    Figure 4

  12. Specify whether the reliever details need to be provided when this leave is applied or not by selecting the Yes / No option from the Reliever details to be provided during application field, as shown in Figure 5.
  13. Specify whether the Passport Release workflow is required for this leave or not by selecting the Yes / No option from the Passport Release workflow required field.
  14. Specify whether LTA (Leave Travel Allowance) needs to be integrated for this leave or not by selecting the Yes / No option from the LTA integration required during leave application field.
  15. Specify whether a leave related document  is required to avail this leave for or not by selecting the Yes / No option from the Document required during leave application field.

    leave-configure-leave-rules4

    Figure 5

  16. Click Save to save the leave rules.

    You can now configure the Leave Credit Rules for the leave type.

Next Link

Configure Leave Credit and Lapse Rules

Click on each of these links to know more about them