General Settings

Given below are the guidelines for various setting options you can make under Leave.

Holiday/Weekend settings

Usually, when leave is applied under different leave types, the holidays/weekends get excluded. If you would like to restrict this, follow these steps:

  • From your home page, go to Leave > Settings > General Settings 
  • Under Holiday/Weekend settings, enter the number of days of consecutive days of leave after which the weekends and holidays should also be included as leave. You can choose either Business Days or Calendar Days
  • Under Applicable for, select the leave types for which this is applicable

  • Click Submit

Let us consider a scenario here. An employee has applied for sick leave from Monday to Friday and for Casual leave from the following Monday to Friday. In this case, if there are no restrictions, then the employee can skip including the weekends that fall in between. Instead, you can create a restriction using General Settings to have the weekends and holidays included in cases such as this. Follow the steps given below.

  • From your home page, go to Leave > Settings > General Settings
  • Enter the value as 5 under 'Number of consecutive days after which holidays/weekends in the leave period should be considered as leave'
  • Under 'Applicable For', select both Sick Leave and Casual Leave (you can group the leave types that you wish.)
  • Click Submit

Now, the total number of days of leave (across leave types that you have mentioned under 'Applicable For') after which holidays and weekends will be included is defined as 5. This means that, even if an employee applies for two weeks under these two leave types, the weekends will be included.

Note: The weekend that falls in between the two weeks of leave will be calculated as Casual Leave because the second part of leave has been applied under this leave type only. In case an employee applies for leave for the second week first and the first week later, then the weekend in between the two weeks will be logged as Sick Leave since the second part of leave has been applied as Sick Leave.

Compensatory off

When employees work on a weekend or on holidays, they will be able to mark the days worked to be taken later as compensatory off, provided the organization allows it.

To enable employees to add entries for compensatory off:

  • From your home page, go to Leave > Settings > General Settings
  • Under 'Enable users to add compensatory off entry' drop-down, select the preference (automatic logging or manual logging or both) according to your organization's policy

  • Click Submit

    You can specify the number of days awarded as compensatory off to your employees for a holiday or a weekend under 'Leave to be credited when work is done on a holiday', and "Leave to be credited when the work is done on a Weekend'

    It is possible to set an expiry period for the compensatory off by specifying the number of days under 'Credited leave expires after'

    Units applicable can be specified as Day, Hour or Both under 'Units Allowed'

    While applying for compensatory-off, it is also possible to restrict the duration allowed by selecting Full-Day, Half-Day or Quarter-Day under 'Duration Allowed'

    If you would like to allow manual input of time, then you can select ' Enable', if not you can select 'Disable' for automatic time input under 'Time Input'

    To know more click on compensatory-off click on

    Permissions

    Under 'Previous Years' Leave Report Access', you can choose either give no access to the data or specify by selecting 'Last Year', 'Last 2 Years' or 'Last 3 Years' drop down option.

    In general, users will be able to see only their leave data. However, in cases where it is essential for users to see leave data of other members of their own department, permissions can be configured by choosing the appropriate drop down option.

 

Payroll Report Settings

Enabling/Disabling Payroll Report for Admin

You can either enable or disable the payroll report for the administrator to view.

Follow the steps given below to do this.

  • From your Home page, go to Leave > Settings > General Settings
  • Under Payroll Report Settings, click on 'Disable/Enable'

  • Click 'Submit'

Now the Payroll Report will remain disabled for the administrator.

Including Weekends for processing payroll

According to your organization's pay policies, you can either include weekends as payable days while processing payroll or exclude them. Follow the steps given below to do this.

  • From your Home page, go to Leave > Settings > General Settings
  • Under Payroll Report Settings, enable or disable 'Include Weekends'
  • Click 'Submit'

The settings done here will get reflected in the Payroll Report under Leave > Reports > Payroll Report

Including Holidays for processing payroll

Similarly, you can either include holidays as payable days while processing payroll or exclude them. Follow the steps given below to do this.

  • From your Home page, go to Leave > Settings > General Settings
  • Under Payroll Report Settings, enable or disable 'Include Holidays'
  • Click 'Submit'

The settings done here will get reflected in the Payroll Report under Leave > Reports > Payroll Report

 

Note: These settings will be visible only for users who have disabled or who have not purchased the Attendance service. If you are only using Leave to process payroll, you can enable these settings to include weekends and holidays while processing payroll. In case you are using Attendance to process payroll, you can either keep the setting unchanged or disable it as well.

 

 

LOP Report Settings

You can define settings under LOP Report Settings to mark unpaid leave as either Loss of Pay or Carry Over. Follow the steps given below to do this.

  • From your Home page, go to Leave > Settings > General Settings
  • Under LOP Report Settings, click on 'Loss of Pay' to enable unpaid leave to be marked as loss of pay.
  • Enter Maximum LOP count allowed. Any unpaid leave exceeding the count given here will be captured as 'Carry Over'. The default allowed count is the no of days in the Pay Period.

  • Click 'Submit'

Now the unpaid leave of your employees will be marked as Loss of Pay and will be reflected as 'Loss of Pay' in the LOP report also.

You can also define settings under LOP Report Settings to mark unpaid leave as either Carry Over or Loss of Pay. Follow the steps given below to do this.

  • From your Home page, go to Leave > Settings > General Settings
  • Under LOP Report Settings, click on 'Carry Over to next pay period' to enable unpaid leave to be marked as Carry Over.
  • Click 'Submit'

    Now the unpaid leave of your employees will be marked as Carry over and will be reflected as 'Carry Over' in the LOP report also. If required, you can manually edit the Loss of Pay based on the carry over data, under Leave > Reports > LOP Report.

     

    Note:The default allowed count is the total no of days in the Pay Period. For example, if the total no of days in the pay period is 28 days and the maximum LOP count allowed is 31, then the maximum LOP count marked by the system will be total no of days in the Pay Period i.e 28 days.

     

       

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