Leave profiles

How To Video

Module Description

Module Features 

• The Leave Profile Module allows the HR Managers to create leave entitlements for employees.
  
• The leave profiles carry mandatory informational fields such as name of leave, leave status and leave type.
  
• It enables the HR Managers to create paid leaves and grant them certain contract types only. For instance sick leave is granted to all employees but only the contracted and permanent employees get paid sick leave.
  
• The employees are granted with some allowances which are calculated based on the allowance unit an employee has worked. For example an employee is granted 0.0762 hours off for working one hour. Allowance rate per worked unit is calculated as follows:
  

1. A full-time work week is 38 hours.
   
2. A normal working day is 7.6 hours for working five days (38 hours/5 days)
   
3. An annual leave is of 20 days. (4 weeks  x 5 days )
   
4. Everyday you accumulate 0.07692 hours of leave working for 1 hour for 260 days.
   

• The leave profile requires an employee to take leave only after 30 days of joining date.
  
• It enables the HR Managers to record the maximum number of days and hours of leave an employee is sanctioned.
  
• It authorizes the HR Managers to attach important documents and emails related to an employee.
  
• It allows the system to associate and categorize the leave requests under a specific leave profile.
  

Creating Leave Profiles

1. Navigate to "Leave Profile" Module in the main menu.
   
2. Using the "Leave Profile Name" field enter the name of leave profile under "Leave Profile Information."
   
3. Select contracts from "Contracts Applicable To" lookup filed to validate the leave profile. For example annual leave is allowed for permanent and contracted employees only.
   
4. Enter the allowance rate in the "Allowance Rate Per Worked Unit" field. Allowance rate is the number of hours calculated by considering 20 days annual leave for working 260 days.
   
5. Enter the number of days you have worked for after the joining date in "Days Worked For After Joining" field. For instance annual leave accrue after working for 30 days of joining date.
   
6. Select the unit at which you count the leave from "Allowance Unit" field. For example you can count your leave in the terms of hours.
   
7. Enter accumulated number of leaves in "Maximum Amount for Term" field. For instance enter 200 (20 days x 10 years) for an employee who has been working for 10 years and has not utilized his/her leaves.
   
8. Select the status of leave from "Leave Status" field. Eg: active, retired etc. 
   
9. Select type of leave from "Leave Type" field. Eg: paid leave, unpaid leave. If the leave type is unpaid, then it is deducted from the owned leaves of an employee. The balance becomes negative if an employee has fewer owned leaves than demanded.( Leave Balance section in "Employee" Module).
   
10.  Select an option from "Accumulates" field to verify if the leaves are accumulated or not. For instance tick "Yes" if an employee has been working for years and has not used all entitled leaves.