Add-Create Leave Categories

Yes.
While creating or editing a leave category, you can define eligibility based on Service Status.

Steps:

• Go to Control Panel -> Settings -> Leaves.
• Edit the desired Leave Category.
• In the Service Status section, deselect Probation, Notice, or any status you want to exclude.
• Optionally, check “Do not credit leave automatically if service status is...” and select Probation or Notice.

This ensures that only Confirmed employees can apply for or be credited with this leave type.

You can restrict applications for future calendar years and dates.

Steps:

• In the Leave Category configuration, enable the option:
  • “Restrict Future Calendar Year Applications” – prevents applying for dates in the next year.
  • You may also restrict specific future dates via calendar rules or blackout date settings.

Use Case:
Block January leave requests in December until new year policies are finalized.

Configuration:

• Go to Leave Category → Approval Workflow
• Choose Single or Two-Level Approval
• Enable Auto-Approval and set a time (e.g., auto-approve after 5 days)

Use Service Status filters and Deferred Crediting in Entitlement Rules.

Option 1: Restrict Category Access

• Deselect Probation in the Leave Category's Service Status.

Option 2: Use Deferred Crediting

• In Entitlement Rules, enable Deferred Crediting for Probation employees.
• Define a partial credit (e.g., 2 leaves), and release the remaining upon confirmation.

This allows better control of leave access and crediting by employee type.

Yes.
You can define leave expiry for categories like Comp-Off or Casual Leave.

Steps:

• Go to Control Panel -> Settings -> Leaves.
• In the category setup, enable Leave Expiry.
• Choose the interval:
  • Monthly, Quarterly, Half-Yearly, or Custom days (e.g., 90 days).

Use Case:
Expire Comp-Offs after 60 days to prevent carryover accumulation.

Comp-Off can be managed by creating a dedicated leave category with specific rules.

Steps:

• Create a new leave category (e.g., “Compensatory Off”).
• Enable:
  • Allow Employee to Apply for Leave Credit (for working on holidays/weekends).
  • Set Expiry (e.g., 90 days).
  • Credit Units (full day, half day, etc.).
• Define Approval Flow and Usage Restrictions.

Employees can then request credit, and managers can approve based on attendance or extra work logs.

Yes.
You can configure limits on both:

• Maximum Leave Days per Application
• Maximum Leave Instances per Year/Month

Steps:

• In the Leave Category setup, find the “Maximum Instance” and “Maximum Leave Days” fields.
• Set the desired cap, e.g.,:
  • No more than 5 days in one application.
  • Only 3 instances of this leave per year.

Carry Forward Configuration:

• In the Leave Category settings, enable Carry Forward.
• Define:
  • Maximum carry-forward limit (e.g., up to 30 days).
  • Carry-forward frequency (e.g., yearly).

Encashment Configuration:

• Enable the “Uncashable” option if the leave can be encashed.
• Leave categories like Earned Leave or Privilege Leave are commonly made encashable.
• Ensure you align this with payroll and final settlement policies.

A leave category will be visible to employees applying for leave if and only if he/ she is entitled/ eligible for the respective leave category. Please recheck your entitlement rule and edit it if required.

• Go to Control Panel-> Settings-> Leaves
• Scroll down to the section Categories.
• Here you will be able to see the list of all existing leave categories.
• Click on the edit button next to the leave category that you want to edit.
• All necessary attributes will be populated in the section just above.
• Make the necessary changes and click the Update button.

• Go to Control Panel-> Settings-> Leaves
• Scroll down to the section Categories.
• Here you will be able to see list of all existing leave categories
• Click the Delete button next to the leave category that you want to delete. Delete button should be used carefully. Once a leave category is deleted, all entitlements and employee leaves applied under this category will be deleted. This is an irreversible process and should be used with utmost care.

The leaves to be applied for can be limited as per your requirement.In case you need the fixed consecutive number of days to be allowed to the employees follow the steps below:

•  Go to the Control Panel–>Settings–>Leaves
•  On the leaves page, scroll down to the leaves type table (below Categories), and select the edit icon for the specific leave type, located in the “Actions” column.
•  Locate the setting “Maximum duration of consecutive leave application allowed by employee” and enter number of days in the box.
• Click on the “Update” button.

• Go on Control Panel->Settings->Leaves.
• A new page opens up where under the option “Add leave category” create a leave type with the name “Marriage Anniversary or Birthday or  Work anniversary leave”.
• Update the information for the leave category.
• Click on More option and select the Event from the drop-down available next to “Event” option and make sure to select the “Applicable To” options.
• Once all the options are selected, click on Add option.

• Navigate through Control Panel->Settings->Leave.
• A new screen will open. Click on the edit option for the leave you want the half/one-fourth day to be applicable to the employees.
• In this section, you can define the leave period using the ‘Minimum Leave Period’ drop-down options.
• If you select “Half Day“, employees will be able to apply for ‘First Half’/ ‘Second Half’ day leaves.
• If you select “One-Fourth Day“, employees will be able to apply for ‘First Quarter’ /’Second Quarter’/ ‘Third Quarter’/ ‘Fourth Quarter’ day leaves also.