Setting Up Leave Scheduler

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

You may set up leave scheduler under Setting > Leave Type. Choose the leave type you would like to set the scheduler.

After selecting the leave type, you will find the 'Scheduler' section under 'General Setting' at the bottom of the page.

a) Scheduler Frequency: You can set the frequency for leave generation by selecting one of the following options: Daily, Weekly, or Monthly.

b) Scheduler Time: You can set a time to generate leave.

c) Scheduler Generate Until 

If you select “Current Month”

• The system will generate leave entitlement up to the end of the current month.

  • Example:

    • Today is 7 July → Entitlement until 31 July

    • Today is 23 August → Entitlement until 31 August

If you select “Previous Month”

• The system will generate leave entitlement up to the end of the previous month.

  • Example:

    • Today is 7 July → Entitlement until 30 June

    • Today is 23 August → Entitlement until 31 July

Note: The actual date today does not matter — the system follows the current month or previous month based on your selection.

d) Enable Scheduler for Existing Staff: By enabling this feature, the scheduler will auto-generate leave for existing staff.

e) Enable Scheduler for New Joiner: By enabling this feature, the scheduler will auto-generate for new joiners.

f) Prorate Leave for Employee: If you have 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. 

g) Re-calculate Previous Year: For more information about this feature, navigate to the guide: How to Generate Leave Entitlement For the Previous Year

Note for Best Practices: 

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.

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.