How to Set up Leave Module (HR Users)

The Leave module is where you manage your employees' leave entitlements and records — all in one place. Setting it up correctly means your leave types, records, and reports will always reflect your company policy.

Here's a step-by-step guide to help you get the Leave module set up in the right order.

1. Set Up Leave Type

First of all, you need to set up the leave types first.

Read the articles below to guide you on how you can perform this action :

• Setting Up Leave Type
• Leave Expiry Date and Bring Forward Method
• Leave Entitlement Calculation Method
• Leave Earning Method

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 articles below to guide you on how you can perform this action :

• Setting Up Replacement Leave: Knowledge Base (freshdesk.com)

You can also edit the expiry date of the Replacement Leave based on the steps in the article below :

• Replacement Leave (RL) Expiry Date: Knowledge Base (freshdesk.com)

3. Set Up Replacement Time Off

As mentioned in #2, you can also generate Earned Time-Off for your employees based on their clocking data.

Read the articles below to guide you on how you can perform this action :

• Setting Up Replacement Time Off Knowledge Base (freshdesk.com) 
  

4. Set Up Unpaid Leave

The article below guides you on how to set up Unpaid Leave and tie it with the payroll process. Navigate to the link below to find out more :

• Setting up Unpaid Leave: Knowledge Base (freshdesk.com) 
  

5. Set Up Time Off

This type of Time Off is an additional benefit provided by the company to their employees. Read the article below to guide you on how you can perform this action :

• Setting up Time Off : Knowledge Base (freshdesk.com) 
  
  

6. Generate Leave Entitlement

After setting up all types of leave, you can proceed to generate the entitlement of those leaves. The article below will guide you on how you can perform this action :

• Processing Leave Entitlement: Knowledge Base (freshdesk.com) 

7. Generate 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 :

• Generating Replacement Leave (RL): Knowledge Base (freshdesk.com) 

8. Insert Leave Record Manually

You can insert the leave records manually for an individual by following the steps in the article below :

• Manually Insert Leave Record for Individual: Knowledge Base (freshdesk.com)
  

9. Adjusting Leave Records/Balance

To adjust leave records/balance, you can refer to the guides in the article below :

• Batch Leave History Adjustment & Batch Delete Leave
• Adjust in Leave Summary
• Adjust Employee's Leave Balance from Individual Leave

10. View Individual Leave Entitlement/History

For guidance on viewing Individual Leave Entitlement/History, please consult the instructions provided in the article linked below:

• How to Check Individual Leave Balance/Entitlement

11. Delete Leave/Entitlement

Refer to the articles attached below on how to Delete Leave/Entitlement of employees :

• Batch Leave Entitlement & Batch Delete Entitlement

12. Generate Report

You also may generate various reports in the Leave Module as shown in the below link. 

• Generating Leave Reports: Knowledge Base (freshdesk.com)

We hope this explanation clarifies the matter. If you need any more help, please don't hesitate to contact our support team.