Leaves to the employees are credited on 1st of every month. Depending on the leave entitlement defined, they are credited to the employee?ÇÖs account every month, quarter or year.
In case you an employee joins after the first of the month and you want to credit leaves into his account on the pro-rata basis, you can do it by running the Leave Credit process. It credits the leaves to the employee account based on the leave entitlement rules. Refer to the following steps to run leave credit process:
Navigate to: Control panel -> Leaves -> Balance
Click on the drop down option of the Manually adjust button (available in the page action bar) , click on Run leave credit process option, a new page will open showing fields to run leave credit process
Calculate Leaves on pro rata: Mark the checkbox to calculate Leaves on pro rata basis and select the option on which it is calculated (Date of joining/ Calculation date)
Select the Leave Calculation period (Current/ Beginning of Leave Year)
Select Leave categories for which leaves are to be credited
Select employees for whom you would want to run the leave credit process
Click on Next button
Leave credits of the month for the selected employee will be shown
You can also bulk update leave balances by clicking on Import leave balances
Click on Next button
Please press Finish button to complete the leave credit process for the employees
Notification of successful running of Leave credit process will be shown. All the changes will be made instantly.