How to Set Up Leave Module (HR Users)

Modified on Thu, 25 May, 2023 at 5:39 PM

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 :




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 :




12. Generate Report


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










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