[Leave] How to set up a basic annual leave setting?

Created by oasupport yoov, Modified on Thu, 16 Mar 2023 at 10:51 AM by oasupport yoov

For example, the annual leave rule is set to be released on 1st Jan every year. And it will increase progressively from 7 days to maximum 14 days according to the length of service of the employee.

length of service	Entitled Annual Leaves(days)
1	7
2	7
3	8
4	9
5	10
6	11
7	12
8	13
9 or above	14

Please refer to the steps below for setup:

Step one: Create a new leave rule or edit an existing leave rule.

Go into [Leave] > [Leave Setting] and create a new leave rule or edit an existing rule.

Step two: Set up the leave rule.

1. Input the name and description(if necessary)

2.Select employee (Who is eligible for this leave)

3. Set up leave units(Days/Hours)(Once applied, it's uneditable) and leave type

4. Type of days (Business day/Calendar day)

5. Limited days/hours for each leave request

6.Leave arrangement for new joiners

7. Request in advance

8.Advanced leaves

Step three: Set up release rules.

Step four: Set up reduction rule

Admin can decide the reduction rule for the remaining leaves after a cycle is over: Return to zero, permanent or carry-over.

Example: 5 annual leaves can be carried over to next year every year and are valid for twelve months.

Step five: Save all the settings you made and the system will release leaves automatically.