Leave Configuration in Saral PayPack
Hello Everyone,
In this tutorial we will be learning how to configure the leave or how to do the master settings for the defined leave in Saral paypack
After creating the leave type under Leave Definition, to do master settings for the created leave type, click on Master Settings as shown in the below screenshot.
Next, Select the leave type for which the configuration have to done and select effective form, which indicates that, from when the selected leave configuration is applicable
Let us now see each of the option in detail :
- Leave “Allotment From” settings – where you can set the date of Allotment for leave. In some organizations, the leave allotment starts immediately after joining where as in some other companies, it starts after training or probation completion or confirmation date etc., If you want to allot the leaves for all employees from the date of joining, select Joining date option. Similarly, if you want to allot the leaves on Confirmation Date or Probation Completion date, select the option accordingly.
- your company have a policy like allotment of leaves for an employees starts after completing 6 months or 150 days etc., In that case, enter the months or days in the respective fields provided beside the option Allot leave after month(s).
- Auto. Leave Allotment, select the allotment type, year type and round off settings as per current year or previous year.
Based on the Leave type selected, the options can be changed from the drop down list given under Auto. Leave allotment.
For example, if you have selected Casual Leave, the Auto leave allotment options let you set the leaves based on allotment type, year type etc.,
where as, if you have selected Earned Leave, the Auto leave allotment options let you set the leaves based on allotment type, year type and as per month or year for any given month.
Auto. leave allotment can be done based on actual minimum pay days and present days by entering the Min Days field.
- Under Leave ’Avail From’ settings, you can set the date for availing a leave. If you want the employees to avail the leaves immediately on the date of joining or after Confirmation or Probation completion date, you can select the options accordingly.
- Under Carry over settings, you can set the option to carry over the un used leaves (if any).
Lower Limit: The minimum limit to carry over the leave balance.
Upper Limit: The maximum limit to carry over the leave balance.
If your company allows carrying over full leaves to next period, you need not set the lower & upper limits.
If there is any cap for carrying out leaves to next year, select the Carry over settings option and enter the upper & lower limits by entering the no. of days in the respective fields.
- There is an option ”Lapse Unavailed on” to clear all the unavailed leaves. While allotting fresh leaves for employees, you can set to lapse the un availed leaves by entering a month.
- When the “Lapse unavailed on” is selected, the “Lapse negative leaves” option is enabled using which you can clear the negative balances of leaves (if any).
- Select the month from which you want to clear the unavailed and negative leaves by clicking the drop down button.
- If you want to keep a minimum no. of leaves, enter the no. of leaves in the ”Lapse exceeding”. The leaves exceeding to the entered no., will be lapsed.
- Under Leave Balance round off, you can set the round off option for a leave day. The options provided for rounding off are: Lower Half or Higher Half or Lower Full or Higher Full etc.,
- Under Leave Encashment settings, you can set the Leave Encashment and Minimum balance. Select Leave encashment option to enable the Leave Encashment option under Attendance menu. When Leave encashment is checked ON, Minimum Balance field gets enabled where you are supposed to enter the minimum balance for encashing the leaves (If any).
- Enter the Remarks (if any) in the Remarks column provided.
- Click on the “Save” button to save the leave configuration entered.
- Click on the “Priority” button to set the priorities for leave. Priority can be set for checking the leaves. For example, an employee has applied leave for 2 days.
In the above given image, CL & EL are given 1st & 2nd priorities respectively. When a leave is applied, first CL Balance is checked automatically and if there is any balance, the leave (CL) will get deducted. When there is no CL balance, EL is checked and the leave (EL) will get deducted.
The leaves can be positioned at required place using the Up & Down arrow keys and entering the position no, in the field provided for it.
- Click on the “Save” button to save the leave configuration entered.
- Click on the “Close” button to close the leave configuration screen.
