To create a full set of annual leave policy, please do as follows. Firstly, create the leave type, allocation table, followed by leave policy:
Leave Type
Go to the Leave module, Leave Type and click New.
Enter the new leave type ID and all information, and click Save.
In the General tab, please set as follows:
Entitlement: Enable this for the leave type that has entitlement.
Brought Forward: Enable this if you allow carrying forward the unutilized annual leave balance.
Brought Forward Forfeit: Enable this if you allow the forfeit of unutilised brought forward for a specific period.
Advanced Application: Enable this if you allow borrowing of the preceding year's entitlement in the current year.
Hour Application: Enable this if you allow hourly applications.
Half-day application: Enable this if you allow a half-day leave application.
Hour Application on Half: Enable this if you allow half-day leave application in hours.
In the Entitlement tab, please set as follows:
Distribute Method: Select your leave entitlement distribution style. Average allows earn basis entitlement, First Full allows the employee to utilise all the full year leave entitlement in January or other months, and Last Full allows the employee to utilise all the leave entitlement only in December (Rare).
Rounding Method: Fixed (fixed to 2 decimal values without rounding), Half (round to half day), Quarter to Half (round to the nearest half day with condition quarter day fulfilment), Round to 2 Decimal (round to the nearest 2 decimal values), Round to Whole (round to the nearest full day with condition half day fulfilment), Truncate to Whole (No decimal values or rounding)
In the Prorate Method, set the proration type.
In the Prorate Conditions, enable the option if you do not need the system to prorate the entitlement.
If you set the Prorate Method as By Month, then you can specify the Prorate cut-off here. Example cut off on the 15th of the month and prorate as 0.5 months (for those who join after the 15th)
In the Brought Forward tab, you can set the period you would like the system to forfeit the carry forward lave.
In the Suspend tab, you can set the requirement for the leave type. Whether the employee needs to be confirmed to be eligible.
Allocation Table
In the Leave module, click Setup, Allocation Table and click New.
Key in the Allocation ID, e.g. JuniorAL (Junior Level Annual Leave), and select the Range Basis as Service Year.
Save the Allocation ID.
Click on + to add the year of service to the days entitled example as follows:
From the year >= 0 to the maximum year < 5 with the given entitlement of 14 days, set the maximum Brought Forward, eg. 14 days
From the year >= 5 to the maximum year < 10 with the given entitlement of 18 days, set the maximum Brought Forward, eg. 18 days
From the year >= 10 to the maximum year < 99 with the given entitlement of 21 days. Set the maximum Brought Forward, eg. 21 days
Select the newly created Allocation ID in the Allocation field of the Junior category and Save.
Repeat the steps to add on for Senior-level and Managerial-level leave.
Leave Policy
In the Leave module and click Setup.
Select Leave Policy and click New.
Enter a new leave Policy ID.
Range basis select as Category.
Cycle Method select as Calendar.
Click Save and click +
Add in the category or leave as ???
Select Leave type ID, Allocation Table that you created earlier, Costing Method and click Save.
Go to Leave Details, Policy Folder, click + to assign policy.