Processing Leave Entitlement

This action runs after setting up one’s company leave policy. If the leave earning method is set by none & year, the admin needs to generate leave entitlement every year. If the leave earning method is set by month, the admin needs to generate leave entitlement every month. 

This action is applicable for generating entitlements on:

• Leave Type
• Time Off Type
• Unpaid Leave
• Replacement Leave

Step 1

On the left menu, go to Leave. Then, click on Generate entitlement.

Step 2

Once clicked, you will then be on the Generate Entitlement page as shown below. There are 4 different processes involved in generating entitlement:

First, start with Generate Leave Entitlement.

a) Select the type of leave entitlement.

b) Once you click on any of these leave types, you will see the remaining fields to be filled up for this section. 

c) Next, proceed by selecting the Leave Type. 

d) After selecting the leave type, select the year that you want this particular leave entitlement to take effect.

e) Once you have selected the year, now select the Month that you would like to have this entitlement to be valid until together with the year you have selected in the previous step.

f) Lastly, you can choose whether to prorate leave for New & Resigned employee and whether to Re-calculate the previous year.

Step 3

When you are done with the first page, proceed to click on the second page (next to generate leave entitlement)  that says (2) Criteria. Once clicked, you will then find a screen displayed as below.

Note: The criteria filter serves as an additional level of filter on top of your General Filter, by default the conditions are set for “All Active Employees”; however you can choose to click on By Teams/Manual Selection/Import Seelction to narrow down the filters. Proceed to click on your desired filter, then click Continue.

Step 4

 After clicking continue, you will see the (3) Entitled Employee screen as shown below. 

Every employee displayed on this page is affected by your selection in the Criteria Filter as shown in previous steps. 

Note: If you have selected By Conditions in Criteria Filter. For example Employee status - Confirmed staff, only confirmed staff will show up in the list of employees within the Employee Filter

There are two different actions you can take on this screen:

Include & Exclude - By clicking on these buttons displayed on the right portion of each employee record, you can exclude them from the report. Once excluded it will look like this:

Add Additional Employees - If you wish to add any additional employees into your criteria, you may click on this field and proceed to add any employees you would like.

Step 5

When you are ready, click on the Process button located at the bottom right of the page to generate entitlement.

Step 6

Upon clicking Process, you will be able to see this screen, indicating the number of leave entitlements you have successfully generated.

Note: If you wish to generate another entitlement, simply click on the “Generate Another Entitlement” button.