How to create a Leave Period?
A Leave period is a duration of time for which leaves are allocated.
Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year.
To access Leave Period, go to:
Home > Human Resources > Leaves > Leave Period
Before creating a Leave Period, it is advisable to create the following:
2. How to create a Leave Period
Go to Leave Period list, click on New.
Enter the From Date and To Date of the Leave Period.
Select the Company name for which the Leave Period is applicable.
The Leave Period also allows you to select a Holiday List which will be considered for allocating Optional Leaves for the period.
Note: The 'Holiday List for Optional Leaves' is not the same as the usual 'Holiday List'. This list will contain a list of optional holidays only. 'Holiday List for Optional Leaves' can be created from the Holiday List document. You can create two Holiday Lists for a Leave Period; one containing the usual set of holidays and the other for optional holidays.
Additionally, you can check the 'Is Active' checkbox if you want to enable this particular Leave Period.
Once the information is saved, the Leave Period will also be used as a tool to help you grant leaves for a category of employees.
The Grant button will generate Leave Allocations based on the Leave Policy applicable to each Employee. You can allocate leaves based on Employee Employee Grade, Department or Employee Designation as shown below.
Updated on: 29/03/2023