Leave Rules

Leave Rules

This screen allows the creation of Leave Rules which can be assigned to Leave Types. A Leave Rule defines the characteristics of the Leave Rule(s) to which it is assigned i.e. unit type, who can assign the leave type, whether units can be carried forward etc.

From this screen you can add, edit or delete Leave Rules

Creating Leave Rules

To create a Leave Rule, navigate to Leave > Configure > Leave Rules, Click on “Add” and fill in the necessary fields using the information below

• Rule Name: This is the unique name for the Leave Rule
• Leave Unit Type: This specifies whether Leave Units are measured in days or hours
• Assignment: This determines the user roles which assign units from the associated Leave to an employee.
• Entitlement Managers: This determines the user roles which can manually assign the associated Leave to an employee in a situation where the Leave Type is not automatically assigned.
• Enable Accrual: This determines whether Leave accrual is calculated. When leave accrual is enabled, total leave is accrued linearly throughout the period.
• Enforce Accrual: This determines if assigning leave units which are greater than the amount accrued will be prevented.
• Enable Proration: This determines if the total leave days for the year is prorated or not in instances where an employee’s hire date is after the start of the current leave period.
• Proration Reference Date: This specified which date is used as the effective start date for employee leave proration.
• Enable Carry Forward: This determines if it will be possible to carry unused leave forward
• Job Title Eligibility: This determines eligibility for the associated leave type. If set to “All” then all employees are eligible otherwise only selected job titles will be eligible.
• Job Category Eligibility: This determines eligibility for the associated leave type. If set to “All” then all employees are eligible otherwise only selected job categories will be eligible.
• Department Eligibility: This determines eligibility for the associated leave type. If set to “All” then all employees are eligible otherwise only selected departments will be eligible.
• Location Eligibility: This determines eligibility for the associated leave type. If set to “All” then all employees are eligible otherwise only selected locations will be eligible.
• Gender Eligibility: This determines eligibility for the associated leave type. If set to “All” then all employees are eligible otherwise only employees with selected gender will be eligible.
• Enable Half Days: This determines if half days can be taken.
• Maximum Carry Forward: This determines the maximum number of units that can be carried forward.
• Minimum Notice Period: This determines the minimum number of days required between the leave application date and the start of the leave being applied for. Setting this to 0 means that the leave application can be made on the same day as the day the leave is due to start.
• Manager can override notice: Set this to “Yes” to enable a manager assign a leave to an employee regardless of the required notice period otherwise, set this to “No”.
• C/F Expiration: This determines the number of months in the new leave period after which brought forward leave entitlements will no longer be available for use
• Minimum Year of Service: This specifies the minimum number of years in which the employee must be employed by the organisation in order to qualify for the associated leave. Note: Leave as zero to remove this restriction
• Maximum Years of Service: This specifies the maximum number of years in which the employee must be employed by the organisation in order to qualify for the associated leave. Note: Leave as zero to remove this restriction
• Max Consecutive Days: This specifies the maximum number of days that can be assigned or applied for at a time. Note: Leave as zero to remove this restriction
• Min Days Between Applications: This specifies the minimum number of days that must elapse between the end of the last leave application and the start of the current leave application.
• Save Button: Click this button to save changes.
• Cancel Button: Click this button to cancel changes.

Editing Leave Rules

To edit a Leave Rule, navigate to Leave > Configure > Leave Rules. Click on a Leave Rule, and change the information as required (See Creating Leave Rules). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting Leave Rules

To delete a Leave Rule, navigate to Leave > Configure > Leave Rules. Select the checkbox beside the Leave Rule(s) you want to delete and the click the “Delete” button.

Cloning Leave Rules

This functionality allows you to copy all the settings of an existing rule under a new name. To clone a Leave Rule,

• Navigate to Leave > Configure > Leave Rules.
• Locate the Leave Rule(s) you want to clone and the click the “Clone” link.
• On the ensuing screen, make the relevant change(s) and save the new rule.