Leave Allowance
Only Administrator role can perform this action.
On the Leave Allowance page, you can assign leave counts to employees. You can do this in two ways: assign the same count for the entire company or assign counts individually.
You can set leave allowances one by one or upload them through a CSV file.
To configure these settings, start by going to the settings in the left-side menu and selecting the "Configurations" option.
Configuration option
Then click on the "Leave Allowance" option in the side menu.
Leave Allowance - Configuration Side Menu
Leave Allowance Page
Leave Allowance for the Company
Click on the "Company" option at the top of the page. This is the the default setup for that page. Use this option to assign leave counts to all employees at once.
Company - Leave Allowance Options
You can set the leave count for each leave type, with a maximum of 366 days. Use the up and down arrows to adjust the counts or simply type there.
Set Leave Count
After that, decide whether set leave allowances for all employees or only for those with one year of tenure or more.
Company leave allowances set for options
If you choose the option 'Employee with tenure of 1 year or more,' make sure to assign a joining date for all employees from Manage Employee section. If you do not do this, they are not eligible for leave.When you're done, click the “Save” button to save your changes.
Leave Allowance Save button
Company Leave Allowance - Save confirmation
Then you will see success notification.
Leave Allowance for Individuals
Click on the "Individual" option at the top of the page.
Individual - Leave Allowance Option
If you choose the individual option, you will see a dropdown menu to select the employee for whom you want to assign or update the leave count.
Select an employee - Individual Leave assign
After making changes for the employees leave count, click the “Save” button to apply them.
Individual Allowance - Save button
Then you will see the success notification.
Leave Allowance Upload with CSV
If you want to assign leave counts individually, the CSV option makes it easy to add counts. Click on "CSV Import," then download the template.
Leave Allowance Page- CSV Upload
This template shows the leave counts for each employee.
Downloaded Template - Sample view
You can update the leave counts and save the file. After that, return to the Leave Allowance CSV Import page and upload the updated template. You can either use Browse Template option or Drag and Drop your file there.
Upload Updated Template
View after uploading template
Then click the Upload button at the bottom.
CSV Upload button
You will see a success message once the upload is complete.
Success message - Apply changes to all employees
Success message - Apply changes for few employees
If your template has errors, you'll see a message like this. You can download the error file to see what the issues are.
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