Setup Leave Types

Empxtrack Leave Management System is configured with commonly used leave types (Paid time off, sick leave, family medical leave, etc.). Configuration option allows creation of new leave types as per company leave policy. A user can also create Compensatory Off and Work From Home leave to map their company requirements.

Note: The steps mentioned below are of Empxtrack Enterprise product.

To setup a leave type, you need to:

        1. Log into the system as HR manager / HR admin.
        2. On the Homepage, click on the Product configurations icon . Under Self and Manager Services section, click on the Setup Leave Types  link. A window appears (as shown in Figure 1) that displays the types of leave available in the system and their applicability. You can also add a new leave type and modify the leave rules of existing leave types.
        3. Click Add Leave button appearing at the bottom right corner of the page, as shown in Figure 1.

          Figure 1

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

        4. Select a category from Leave categories dropdown. Provide the abbreviation for the leave type in the Short Name field and the name of the leave in the Label field.
        5. Select the applicability of the leave from the Applicability options. If the leave is applicable to all the employees of the company, select All employees option, else select Group option and then select the group to which the leave is applicable. For example, the Maternity leave is applicable only to female executives, so the Female Employees group is selected.Note: The groups are not in-built in the system, you need to create the desired groups. To know how to create groups, click Setup Global Groups.

          Figure 2

        6. Click Next button to save the details of new leave type. Now go to the next window to select the workflow for each leave submitter.
        7. Click Add to select the workflow that is applicable to each user for this leave type  Select the workflow in the Add/ Edit Leave Workflow dialog box. Multiple user roles are listed in Select role dropdown. Choose any role and select a suitable workflow from Select workflow dropdown. The available options for workflow are:
            • HR (creator) and approver: No approval workflow required
            • Employee (creator) to Manager: Leave approval is sent to Manager from employee.
            • Employee (creator) to HR manager: Allow employee leave to be approved by HR directly.
            • Employee (creator) to Manager to HR: Allows employee’s leave request to be approved by the manager and then by HR.
            • Manager (creator) to HR: Allows the manager to create a leave request for a subordinate and then send it to HR manager for approval.

              Similarly, you can setup leave approval workflow for multiple roles.

              Figure 3

        8. Click Next button at the end of the page. The leave is successfully created and leave workflow is defined.
        9. Now the new leave type appears in the list of leave on the Setup Leave Types page. You can now configure the leave rules for the leave type. To learn about configuring leave rules for a leave, click Configure Leave Rules.

Add a Compensatory Off/ Work From Home Leave Type

1. Follow steps 1 to 3 mentioned above.
2. Select Compensatory Off from the Leave category dropdown as shown in Figure 4.

Figure 4

3. Select the applicability of the leave from the Applicability options.

4. Setup approval workflow for multiple user roles from the Leave approval workflow while adding a leave application section.

Figure 5

5. Set rules in the Applies while avail the compensatory Off section. Each rule name has a render tip (question mark) against its name which gives a brief about the rule. You can choose the suitable option for each rule to configure the application to map your company requirements. Learn how to configure rules for Compensatory Off leave type.

Figure 6

Note: Compensatory Off and Work from Home options are not available in the free offerings. Upgrade the application to avail these features.

6. Click Save button. The Comp Off Leave type is created successfully and now employees can acquire it.

Learn more about  Empxtrack Leave Management

Next Link

Configure Leave Rules

Click on each of these links to know more about them