What is Leaves Module
The Leaves Module, is where Admins can digitalised the Leave application and management process for the company. Admins are able configure leave policies accordingly, view and manage employee's leave requests and balances as well as configure the approval routings. There are several steps that must be completed in Setting up the Leaves Module :
1. Complete Set Up of People Module
2. Set Up Approval Routings
3. Set Up Work Days
4. Set Up Holidays
5. Set Up Leave Policies
6. Import Leave Requests
7. Modify Leave Balances if needed
8. Configure Leave Request Limit if needed
What is an Annual Leave Policy
Annual Leave Policies are a compulsory yearly leave entitlement for most employees. These leave policies are refreshed annually, and have a number of customisable rules and features, such as enabling Pro-Rata leave dates (both Pro-Rated by month & Monthly Earned Leave Basis), allowing for Carry Forward Leave (which allows employees to carry forward unutilized leave dates from this year to the next leave cycle), as well as enabling employees to apply for Emergency Leave.
How to Configure Carry Forward Leaves
On your admin dashboard, head to the left panel.
Click Leaves > Policies.
Click Create Leave Policy (read: How to Set Up an Annual Leave Policy)
OR select Edit on an existing Annual Leave policy
Go to Carry Forward section
Select Yes to enable Carry Forward Leaves.
Select Automatic or Manual Carry Forward
Input a limit if all employees will have the same limit of how many leave days they can carry forward, or choose to configure the limit based on the entitlement table configured in the Entitlement Section of leave policy settings
Select when the Carry Forward Leaves will expire, and if they expire on a tiered basis
Admins can also enable Carry forward of Unutilised Carry Forward Leaves to the following year, as well as Unutilised Replacement Credits to the following year
Select Confirm at the bottom of the page to confirm changes