Set a Leave Entitle Plan to employee

Make sure you have completed following session(s)

l Employee Setup

l Leave Entitle Plan Setup

What is Leave Entitle Plan

A Leave entitle Plan is a group of settings about how to entitle Leave days (or hour/minute) to employees automatically. In our system, you may create more than 1 Leave entitle plan depends on your company policy. At least 1 Leave entitle plan should be created for each Leave Type which you want the system to auto calculate and entitle leave days to employees. Sometimes, say Annual Leave, if your company has 2 entitle policy for different group of employees (e.g. General staffs and Manager), you should create 2 Leave entitle plan for them.

After the Leave Entitle Plan setup completed. You may set it to the employee.

Steps

1. Select the “Leave Records” from the employee record

2. Click the [Edit] button

3. Select the corresponding leave type (e.g. AL)

4. Click the [New] button

5. Choose a suitable Leave Entitle Plan.

6. Click the [Update] Button to save the changes.

7. Click the [Close] button to return to the Leave Records page

8. Done, now you may check the leave balance by adjusting the date range of the Leave Summary.

See also

Leave Entitle Plan Setup