Add-Create Leave Categories

Dec 04, 2021

HRStop provides a flexible leave management system that allows you to create custom leave categories to suit your company’s policies. Whether it’s Casual, Medical, Earned, Maternity, Paternity, Compensatory Off, or any custom leave type, you can easily set it up.

This feature is available to Super Admins and authorized Admins.


Steps to Create a Leave Category

1. Navigate to the Leave Settings

Go to:
Control Panel > Settings > Leaves

Scroll down to the "Add Leave Category" section.


Fill in the Details

Here’s what you need to configure:

Basic Information

  • Title: Name of the leave (e.g., Casual Leave)
  • Short Name: Abbreviation (e.g., CL)
  • Description: (Optional) Brief note about the leave type

Credit Frequency

  • Monthly, Quarterly, Annually, or Once
  • Choose how often leave is credited (e.g., Maternity leave may be credited only once)

Minimum Leave Period

  • Options: Full Day, Half Day, One-Fourth Day
  • Decide the smallest unit of leave employees can apply for

Advanced Configuration Options

Leave Restrictions

  • Minimum/Maximum Leave Duration per request
  • Advance Notice: How many days in advance leave must be applied
  • Max Instances: Limit number of times the leave can be taken
  • Max Leaves Allowed: Per month/year

Eligibility

  • Service Status Restrictions: Restrict access if employees are on notice/probation
  • Experience Criteria: E.g., Leave only for employees with 6+ months tenure

Auto Credit & Expiry Rules

  • Disable auto credit for certain service statuses
  • Set expiry period (Monthly, Quarterly, etc.)
  • Auto-approval after X days if pending

Document Rules

  • Set documentation as Optional or Mandatory (e.g., for Sick Leave after 2 days)

Leave Count Calculation

  • Working Days: Excludes holidays/weekends unless configured otherwise
  • Calendar Days: Counts all days including weekends/holidays

Salary Impact

  • Define Unit per Day for salary deduction if leave exceeds balance (e.g., 0.25)

Event-Based Leave

  • Use for Birthday, Work Anniversary, or General leave events

Carry Forward & Encashment

  • Allow unused leaves to carry forward
  • Mark leave as encashable if required

Leave Application Rules

  • Block leave requests for future calendar years
  • Restrict applying if balance is zero or negative
  • Allow managers to apply on behalf of employees even in negative balance
  • Consider pending (non-approved) leaves while calculating balance

Visibility Controls

  • Hide leave category temporarily from employee view

Special Configurations

Compensatory Off (Comp-Off)

  • Enable employees to request credit for extra work done (weekends/holidays)
  • Set validity duration (e.g., 60 or 90 days)
  • Define unit: Full Day, Half Day, Quarter Day

Sandwich Policy

  • Configure if weekends/holidays between leaves should count as leave

Leave Clubbing & Transfers

  • Restrict combining this leave with others
  • Enable transferring balances from other categories

Explore Advanced Rules

Use the Advanced Rules section to customize the leave further based on complex company policies.


Final Step

Once everything is set, click on the "Add" button to save the new leave category. You’ll now see it listed with all other leave categories.