(0:01) For configuring the leaves in the system. First of all, uh, you have to configure the rules
for the leaves as well.
(0:09) So for that you have to navigate to the control panel settings and then go to the leave section.
(0:15) In the leave section page, you will be able to see whatever is the leave calendar year.
(0:20) You want to define whether it is January to December or April to march accordingly, to the different company's policies. You can define the leave calendar year.
(0:31) You can also define the holiday calendar, whether it is same as the leave calendar year or it is different as the April to march.
(0:39) So you can define all of those things here. Then we have a default leave credit frequency.
(0:44) So if you want any categories that are crediting, for the employee leaves, you can define the default leave credit frequency, whether it is monthly, quarterly, annually, semi annually, or once.
(0:57) Then you can also define the minimum leave period that is allowed, whether half days are allowed in the
company or not, whether any quarter days are allowed in or not.
(1:06) You can also define all of those things here by check marking here. Then how many hours are required for someone to get a hourly leave?
(1:18) You can specify the number of hours for hourly leave here.
(1:22) Then you have the option of enabling the leave escalation and hold status in case you want to escalate any leave request.
(1:33) You can enable this option and define the leave escalation and hold status, in case there is a option
of peer acknowledgement also available.
(1:41) So in some companies, there is also requirement of peer acknowledgement whenever someone is applying for a leave.
(1:47) Okay? So you can enable this option in this case, policy applies to your company.
(1:54) And you can choose whether the definition of peer would be depending on the reporting
hierarchy or the department.
(2:01) Then you can enable the leave calendar for peers across company
or the same department, the same manager that as per your requirement. You can define the option here.
(2:11) Then there is an option of leave Encashment module in case you want to enable the leave Encashment module. You can enable it from here and whenever you will enable this leave in encashment. You want this leave in Encashment request.
What should be the approval flow?
(2:26) You can define it from here, whether the option should be approved, if a single approval is okay, whether by an admin or a manager or if it should go to a two level process.
(2:38) Like when the application or the request is for leave encashment is received, it should go to the manager.
(2:44) When manager approved it, it'll show us manager approved and then when the final approval is done by the admin, it'll show as approved.
(2:51) So you can define the level of workflows for the leave in encashment request,
whether it should be a single approval or a two Level approval where manager and admins both are involved.
(3:02) Then we have some rules regarding leave credit request and comp offs. Here you can define the maximum number of days within which leave credit request can be applied.
(3:11) Leave credit request is mainly used in the comp off, leave category when someone is working on
holidays or week offs. So how many days before the leave credit should be applied. You can define those here.
(3:29) what is the quarter day, full day or half day. What is the duration that is allowed
for leave credit request, whether it's the full day, half day or quarter day.
(3:35) You want to make the credit request reason as mandate. You can check mark this.
(3:38) You wanted, managers can approve this leave credit request and what should be the status when they approve it?
(3:45) Approved or manager approve.
(3:46) As we discussed earlier, whether it is a single approval
or a two level approval. There is also now option of make expired comp off based on approval date.
(3:57) If we that is also a requirement, you can enable that as well or as per requirement.
(4:02) Then there are miscellaneous configuration given here, You want to make leave reason mandatory.
(4:07) So whenever anyone is applying in any leave category, you want to make the reason as mandatory,
you can check mark this option.
(4:15)You also you have the option of, leave approvals even after the payroll has been processed.
(4:22) If the case is, the payroll has been already run in the system. And then also you want, okay, leave approvals should happen so you can check mark this option.
(4:29) Otherwise, if the payroll has been processed, then the leaves will not be approved for that because the, those will not be taken into consideration and payroll has already been processed.
(4:39) Then if you want to split leave based on the attendance start date for payroll computation.
(4:45)
In case, uh,
there are companies who have two uh,
months involved in a single pe uh, single period.
(4:51)
Like someone's payroll runs from 22 April to 24, 23 May. Okay? So if this is the attendance cycle for a company,
then we have the option of splitting the leaves based on the attendance start date if it is applied in the two months.
(5:11) So you can also do that for, uh, payroll computation and uh, if you want to credit leave balance against any holiday.
(5:18) If the holidays falling on a weekend, if you want to enable that option, you can enable that as well
and just click on update.
(5:24) After doing all this, leave configurations in the system.