Leave Allocation

Note: Set the Leave Holiday Calculation Mode. Refer the Leave Configuration Documentation for detailed configuration setting.

                                          Figure 35

Allocate leaves to your employee for selected duration, check leave credit and utilize report. Click on Go to Leave Allocation where you are redirected to a new page, where you can allocate leave to employees. Refer figure 36

To Add New Leave Allocation:

                                          Figure 36

Click on ‘Add New’ tab to add a new Leave Allocation, refer figure:36, a screen will be displayed, refer figure:37, enter the data in respective form fields.

Form Fields Description:

                                         Figure 37

Note: The Leave Type can be added to the drop-down list from Configuration.
Go to - Module Configuration >> Employee Configuration >> Leave Type .
Refer to the Leave Type Documentation for detailed configuration setting.

Employee: Select the Employee from the drop-down list

Start Date & End Date: Select the last date and end date from the calendar.

Leave Type: Types of absences that employees can report. You can tailor leave types according to the needs of your organization. Examples of leave types include:
• Paid time off
• Unpaid leave
• Sick leave
• Medical leave
• Maternity Leave

Description: It is to give a description about the Leave allocation, in detail. If this field is left empty, in the data table view, the description column will be empty, refer figure:38. This field is optional.

                                         Figure 38

After the required information is entered, click ‘Save’, “Leave Allocation Added", green popup screen will be displayed on the bottom right hand side of the screen, refer figure:38.

Once the Leave Allocation is saved, all the added Leave Allocations, information can be viewed at one place, at front–end, in data table list View – Data table View.

Data Table View Description:

The data table view displays the Name, Designation, Period and leave allotted for the employees added in the form field.

Add New Leave Allocation Tab:

If you have already added an Leave Allocation, from the middle of the screen, the “Add New tab”, will get shifted to the top-right hand side, of the page title bar – “Add New Leave Allocation”, and Data Table View is displayed with different columns of data.

Edit Leave Allocation:

To edit the existing Leave Allocation, click icon and a screen will be displayed to the Edit Leave Allocation. Fill the required information, to do the changes to the form fields. Once done, click ‘update’, to save the changes. “Leave Allocation updated”, green popup notification will be displayed on the bottom right hand side of the screen.

Delete Leave Allocation:

To delete , the saved Leave Allocation, click delete Delete Leave Allocation icon and a pop up screen comes up, asking for your confirmation to proceed with the request, click, continue, to delete the data or click close to go back to the data table view. Data will get deleted from the database and it cannot be retrieved again.

You can use, Sort By List and more options - Print and Generate PDF, to view and print, the displayed data table, according to your requirements.