it involves setting up and modifying parameters from Admin, Leave as well as Employee module.
Step 1:
Choose the Leave model for your company.
Go to Admin Management, Click on Manage Company Inforamtion.
Step 2:
Click on edit icon next to the comapny name.
Go to Preference Setup Tab
Choose one of the 8 different leave models available in the system.
Leave Models are broadly divided into 2 categories - Fixed Yearly and Year of service.
Fixed Yearly leave model - Leaves period - Calendar year Jaunary to December
For Example: Mr. Tan Joins on 1 June 2010. the leave period would be from 1 June 2010 to 31 December 2010,
and the follwoing year January 2011 to Decemeber 2011.
Year of Service leave model - Leaves period - Employee's joining anniversary.
For Example: Mr. Tan Joins on 1 June 2010. the leave period would be from 1 June 2010 to 30 May 2011,
and the following year 1 June 2011 to 30 May 2012.
Choosing between Fixed Yearly and Year of Service leave model is very important at this stage as it would define all further modification or additions the user will perform.
Fixed Yearly / Year of service - Normal: Under this leave model, all the leaves are available to an employee at any given time of the year.
For Example: An employee has joined the company on 01. Jan and has 14 Annual leaves entitled for that year. So if the employee is applying for
leave in the month of january or anyother month he/she would have 14 leaves available to consume
Fixed Yearly / Year of service - Prorated: Under this leave model, leaves available to an employee are prorated based on number of months of service.
For Example: An employee has joined the company on 01. Jan and has 14 Annual leaves entitled for that year. The leaves will be prorated by the formula:
14 (Leaves) /12 (Months) = 1.16 * Number of completed months. So if the employee is applying for leave in the month of April he/she would have 3.49 leaves
available to consume. (i.e. 14/12 = 1.16 x 3 (Jan,Feb,March) = 3.49)
Fixed Yearly / Year of service - Prorated(Floor): Under this leave model, leaves available to an employee are prorated based on number of months of service
For Example: An employee has joined the company on 01. Jan and has 14 Annual leaves entitled for that year. The leaves will be prorated by the formula:
14 (Leaves) /12 (Months) = 1.16 * Number of completed months. So if the employee is applying for leave in the month of April he/she would have 3 leaves
available to consume. (i.e. 14/12 = 1.16 x 3 (Jan,Feb,March) = 3.49 in the concept of floor all the decimal are dropped = 3)
Fixed Yearly / Year of service - Prorated(Ceiling): Under this leave model, leaves available to an employee are prorated based on number of months of service
For Example: An employee has joined the company on 01. Jan and has 14 Annual leaves entitled for that year. The leaves will be prorated by the formula:
14 (Leaves) /12 (Months) = 1.16 * Number of completed months. So if the employee is applying for leave in the month of April he/she would have 4 leaves
available to consume. (i.e. 14/12 = 1.16 x 3 (Jan,Feb,March) = 3.49 in the concept of ceiling the decimal are raised = 4)
Step 3:
Setting up Leaves Allowed at company level, later we wil setup leaves allowed at employee level.
Go to Leave Management, Click on Allowed leave.
Based on your selection Fixed yearly or Year of service the following screen will be available.
For Fixed Yearly.
For Year of service.
Step 4:
Setting up leaves for employee (For the first time only, there after every year user will use leave transfer option)
Go to Employee Management, Click on Employee.
Click on edit icon next to the employee name.
Go to Leave info tab.
Enter Current Year Leaves and Last year leaves if available for Annual leave for rest of the leave types enter current available leaves and click on Update button.
Current available leaves means total leaves available to the employee. The system will automatically prorate leaves if the prorated leave model is selected.
Once the leaves are saved the employee will be able to use the application for applying leaves.
Step 4:
Applying Leaves
Go to Leaves Module, Click on Apply Leave
