Difference between revisions of "Leave Location Grade Setup"

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== Introduction: ==
 
== Introduction: ==
 
   
 
   
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It is used for defining rules of any leave in every '''location''' or '''grade'''.  
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This is the setup screen of Leave Management module. It is used for defining rules of any leave in every location or grade. There are particular rules of leave for particular location or grade.
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There are particular rules of leave for particular location or grade.
 
 
[[File:Snip.png|600px|left]]<br>
 
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There are different types of leaves present in Leave Type.
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[[File:Leave type.png|600px|left]]<br>
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And for defining rules of these leaves, we have Leave Location Grade Setup.
  
 
==  Leave Setting: ==
 
==  Leave Setting: ==
 
Different blocks of rules are available here.
 
Different blocks of rules are available here.
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On the top left corner of screen we have
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[[File:Addd.png|50px]] button from where we can open leave type and then define all the rules of that leave.
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We can save particular rules of some leaves for particular location and grade.
 
== Leave Balance Entitlement Settings: ==
 
== Leave Balance Entitlement Settings: ==
 
here present all the balance related rules of leave.  
 
here present all the balance related rules of leave.  
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* How much balances should be given (depend on service tenure)
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* Firstly there present a checkbox.
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* Either balances given depend on yearly term, monthly term or it could be custom.
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[[File:Checkbox.png|200px|left]] <br>
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If you check this, it means some balances would be given for this leave and if you uncheck this it means no balances would be given with this leave. For balance based leave, there are some rules.
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* Two options are present for entitlement cycle.
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# Leave Year (define by company)
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# Custom Cycle (we can choose cycle depend on Days, Months or Years)
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Is we choose custom cycle we have to define that how much days a cycle contains.
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[[File:Custom cycle days.png|400px|left]] <br>
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<br><br>
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* When balances should be given to new employees who joins between the leave year.
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[[File:Between leave year.png|400px|left]] <br>
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* How much balances should be given (depend on service tenure).
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[[File:Service tenure.png|400px|left]] <br>
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* Either remaining balances should transfer to next year or not.
 
* Either remaining balances should transfer to next year or not.
 
   
 
   
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* Either remaining balances should transfer to next year or not.
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* When someone can request for leave. For example: after joining,confirmation or number od months (could be any).
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* When the leave is available
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If choose particular number of months then a checkbox is available.
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* How many leaves are allowed in particular time period
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[[File:When can be req.png|400px|left]] <br>
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* Min or max limit of leave days  
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* Some check boxes are also available for some particular conditions
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If you check this ,it means these no. of days also apply in HCM site. i.e if you define 30 days in this setup screen, one also cannot apply in HCM before 30 days.  
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* How many times this leave cou;d be applies.
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* How many leaves are allowed in particular time period.
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* Min or max limit of leave days should also defined in single leave request.
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* There is [[File:Button.png|100px]] button present for some special rules.
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[[File:Special condition button.png|400px|left]] <br>
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* Some check boxes are also available, use to define more rules.
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[[File:Check boxes.png|300px|left]]
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* There is scale for before/after leave days from current date.
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[[File:Scale.png|600px|left]]
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== Advance Salary Settings: ==
 
== Advance Salary Settings: ==
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* Minimum how many days leave should requested to get advance salary
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* Minimum how many days leave should requested to get advance salary.
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* How much advance salary should be given with leaves
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* How many advance salaries should be given with leaves.
  
 
== Leave Encashment Settings: ==
 
== Leave Encashment Settings: ==
 
here present all the encashment related rules of leave.  
 
here present all the encashment related rules of leave.  
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[[File:Capture4.png|800px|left]]
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[[File:Capture4.png|900px|left]]
  
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* Max limit of encashment in particular time period
 
* Max limit of encashment in particular time period
 
* Encashment Formula is available to calculate encashment amount
 
* Encashment Formula is available to calculate encashment amount
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[[File:En formula.png|400px|left]]
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* Three ways to give leave encashment 1) By Leave Encashment Screen 2) With Payroll 3) With final settlement (at the time of separation)
 
* Three ways to give leave encashment 1) By Leave Encashment Screen 2) With Payroll 3) With final settlement (at the time of separation)
 
   
 
   
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here present all the rules applied when encashment is given with final settlement.
 
here present all the rules applied when encashment is given with final settlement.
 
[[File:Capture5.png|none]]
 
[[File:Capture5.png|none]]
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* Auto calculate of remaining balances on final settlement  
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* Auto calculate of remaining balances on final settlement.
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* If yearly cycle is selected in leave balance entitlement then two more check boxes are available of prohibit the encashment if employee separates before the year ends
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* If yearly cycle is selected in leave balance entitlement then two more check boxes are available of prohibit the encashment if employee separates before the year ends.

Latest revision as of 17:02, 23 May 2021

This section defines the leave location grade setup in SmartHCM.

Introduction:

This is the setup screen of Leave Management module. It is used for defining rules of any leave in every location or grade. There are particular rules of leave for particular location or grade.

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There are different types of leaves present in Leave Type.

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And for defining rules of these leaves, we have Leave Location Grade Setup.

Leave Setting:

Different blocks of rules are available here. On the top left corner of screen we have

Error creating thumbnail: File missing

button from where we can open leave type and then define all the rules of that leave.

We can save particular rules of some leaves for particular location and grade.

Leave Balance Entitlement Settings:

here present all the balance related rules of leave.

Error creating thumbnail: File missing












  • Firstly there present a checkbox.
Checkbox.png


If you check this, it means some balances would be given for this leave and if you uncheck this it means no balances would be given with this leave. For balance based leave, there are some rules.

  • Two options are present for entitlement cycle.
  1. Leave Year (define by company)
  2. Custom Cycle (we can choose cycle depend on Days, Months or Years)

Is we choose custom cycle we have to define that how much days a cycle contains.

Custom cycle days.png




  • When balances should be given to new employees who joins between the leave year.
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  • How much balances should be given (depend on service tenure).
Error creating thumbnail: File missing









  • Either remaining balances should transfer to next year or not.

Leave Request Settings:

here present all the rules applied when someone requests the leave.

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Error creating thumbnail: File missing




























  • When someone can request for leave. For example: after joining,confirmation or number od months (could be any).

If choose particular number of months then a checkbox is available.

Error creating thumbnail: File missing






If you check this ,it means these no. of days also apply in HCM site. i.e if you define 30 days in this setup screen, one also cannot apply in HCM before 30 days.

  • How many times this leave cou;d be applies.
  • How many leaves are allowed in particular time period.
  • Min or max limit of leave days should also defined in single leave request.
  • There is
    Error creating thumbnail: File missing
    button present for some special rules.
Error creating thumbnail: File missing














  • Some check boxes are also available, use to define more rules.
Error creating thumbnail: File missing









  • There is scale for before/after leave days from current date.
Error creating thumbnail: File missing


Advance Salary Settings:

  • Minimum how many days leave should requested to get advance salary.
  • How many advance salaries should be given with leaves.

Leave Encashment Settings:

here present all the encashment related rules of leave.

Error creating thumbnail: File missing









  • Either encashment of this leave is allowed or not
  • Max limit of encashment in particular time period
  • Encashment Formula is available to calculate encashment amount
Error creating thumbnail: File missing









  • Three ways to give leave encashment 1) By Leave Encashment Screen 2) With Payroll 3) With final settlement (at the time of separation)

Final Settlement Settings:

here present all the rules applied when encashment is given with final settlement.

Capture5.png
  • Auto calculate of remaining balances on final settlement.
  • If yearly cycle is selected in leave balance entitlement then two more check boxes are available of prohibit the encashment if employee separates before the year ends.
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