A Complete Guide for Key Users
Leave Module is a crucial module as it determines your employees' entitlement and records as per your company policy. As a key user, you need to set up Leave Module correctly as it will help you to maintain all the types of employees' leave records and reports in one place.
In order to ensure the Leave Module has been set up correctly and in order, we have created a step-by-step guide for you.
You may navigate to our Need Help? Button for the other related articles that are not enlisted in this guide :
1. Set Up Leave Type
First of all, you need to set up the leave types first, such as Annual Leave, Medical Leave, and so on.
Read the below articles to guide you on how you can perform this action :
- Setting up Leave Type: Knowledge Base (freshdesk.com)
- Setting up Leave Carry Forward : Knowledge Base (freshdesk.com)
2. Set Up Replacement Leave
Some companies practice Earned Replacement Leave that relies on the employee clocking data to generate this type of leave automatically.
Read the below articles to guide you on how you can perform this action :
You can also edit the expiry date of the Replacement Leave based on the steps in the article below :
3. Set Up Replacement Time Off
As mentioned in #2, you also can generate Earned Time-Off for your employees based on their clocking data.
Read the below articles to guide you on how you can perform this action :
4. Set Up Unpaid Leave
The below article guides you on how to set up Unpaid Leave and tied it with the payroll process. Navigate to the below link to find out more :
5. Set Up Time Off
This type of Time Off is an additional benefit provided by the company to their employees. Read the below article to guide you on how you can perform this action :
6. Processing Leave Entitlement
After setting up all types of leave, you can proceed to generate the entitlement of those leaves. The below article will guide you on how you can perform this action :
7. Generate the Entitlement of Replacement Leave
The steps to generate the entitlement of Replacement Leave are a bit different than the other leave types.
Read the below article to guide you on how you can perform this action :
8. Insert Leave Record Manually
You can insert the leave records manually for an individual by following the steps in the article below :
9. Adjusting Leave Records/Balance
To adjust leave records/balance, you can refer to the guides in the article below :
10. View Individual Leave Entitlement/History
For guidance on viewing Individual Leave Entitlement/History, please consult the instructions provided in the article linked below:
11. Delete Leave/Entitlement
Refer to the articles attached below on how to Delete Leave/Entitlement of employees :
- Batch Delete Leave: Knowledge Base (freshdesk.com)
- Batch Delete Entitlement: Knowledge Base (freshdesk.com)
12. Generate Report
You also may generate various reports in the Leave Module as shown in the below link.
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