Setting Up Leave Scheduler

Purpose: To automatically generate leave entitlements for existing staff and/or new joiners.

Step 1

Navigate to Settings (a) > Leave (b) > Leave Type (c)

Step 2

Once you have selected a leave type, you'll be directed to the screen attached below. To create another leave type, select 'Add New' (d) on the top right corner of the page.

Step 3

After clicking on 'Add New', you will find the 'Scheduler' under 'General Setting' as a last section 

• Scheduler frequency = You can choose when you want to generate your leave by selecting a frequency type such as 'Daily'/ 'Weekly'/ 'Monthly'.
  

• Scheduler Time = You can set a time to generate leave.

• Enable Scheduler for Existing Staff = By enabling this feature, the scheduler will auto-generate leave for existing staff only.

• Enable Scheduler for New Joiner - By enabling this feature, the scheduler will auto-generate for new joiners only.

• Prorate Leave for Employee = If you have already enabled the schedule feature and would like to prorate leave for new joiners and resigned employees, tick both of the checkboxes to prorate leave. 

Note: Enable schedulers for existing staff and new joiners if you want to automatically generate leave for both statuses. 

Enable prorate for new and resigned employees if you wish to prorate the leave. 

• Re-calculate Previous Year

For more information about this feature, navigate to the guide:

https://worksy.freshdesk.com/a/solutions/articles/63000273944

Note: 

If the Leave Earning Method selected is By Month, the most suitable date for the Scheduler is in the early of the month, such as 1st/2nd/3rd. 

So on that day, the scheduler will be able to generate the entitlement for the previous completed month.

Due to the extensive process of checking each company and employee, the results may take anywhere from 1 to 4 hours to generate. 

Additionally, if there are many schedulers set for the dates, it may require some additional time to complete the checking process.