Add 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 Leave Category.
• In the Service Status section, deselect Probation, Notice, or any status you want to exclude.
• Optionally, select “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.

Yes. 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 can also restrict specific future dates via calendar rules or blackout date settings.

Use Case:
Block January leave requests in December until the new year's 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 rest upon confirmation.

This gives you 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.

You can manage Comp-Off 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 cap, for example:
  • 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.
• Make sure you align this with payroll and final settlement policies.

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

• Go to Control Panel → Settings → Leaves.
• Scroll down to the Categories section.
• Here you can see the list of all existing leave categories.
• Click the Delete button next to the leave category that you want to delete. Use the Delete button carefully. Once a leave category is deleted, all entitlements and employee leaves applied under this category are deleted. This action is irreversible, so use it with utmost care.

You can limit the leaves that employees can apply for as per your requirement. To allow employees a fixed number of consecutive days, follow the steps below:

• Go to Control Panel → Settings → Leaves.
• On the leaves page, scroll down to the leaves type table (below Categories), and click 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 the number of days in the box.
• Click “Update”.

• Go to Control Panel → Settings → Leaves.
• On the page that opens, under “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 More option, select the event from the drop-down next to the “Event” option and make sure you select the “Applicable To” options.
• Once all the options are selected, click Add.

• Navigate to Control Panel → Settings → Leave.
• On the screen that opens, click the edit option for the leave to which you want half-day or one-fourth-day applications to apply.
• In this section, you can define the leave period using the ‘Minimum Leave Period’ drop-down options.
• If you select “Half Day“, employees can apply for ‘First Half’/ ‘Second Half’ day leaves.
• If you select “One-Fourth Day“, employees can also apply for ‘First Quarter’ /’Second Quarter’/ ‘Third Quarter’/ ‘Fourth Quarter’ day leaves.