Leave Type Setup

Make sure you have completed following session(s)

l None

In “Leave Type Setup”, you can manage all of the Leave Types such as Annual Leave (AL), Sick Leave (SL), Compensation Leave (CL), Rest Day (RD) …etc.

To open the Leave Type Setup screen

1 Click the [Item Record] button from the main screen toolbar.

2 Select “Leave Type Setup” from the menu on the left hand side.

3 The “Leave Type Setup” screen will be opened. All created Leave Types are shown in the table. You may select any 1 leave type by simply click on it and all settings for this leave type will be shown. There are several tab (page) of settings, please see below for explanation.

General

Leave code

The code represents the Leave Type. Max 3 letters. The code must be unique and it will be used for display and input such as Roster input.

Valid examples : AL, SL, CL, NPL, ML

Invalid examples : NPSL, AL#, AL+, AL-, 1AL, AL1, A-B, 年假

Type Name

The full name of the Leave Type. This name will be shown in both screen and reports.

Examples : Annual Leave, Sick Leave, Compensation Leave, 年假, 大假

Display format

[ Day ] or [ Day / Hour / Min ] or [ Hour / Min ]

This option defines the unit of the Leave Type. There are 3 modes for selection.

See the example below :

Mode	Display example
Day	3 days, 3.5 days
Day / Hour / Min	3d 7h 30m
Hour / Min	56h 30m

Entitlement

Default entitle plan

For each Leave Type, a leave entitle plan is required to assign for auto entitlement calculation. Here you can select a default entitle plan so that you don’t need to repeat this setting for every new join staff. Of course, you have to create “Leave Entitle Plan” first for selection. For details, please refer “Leave Entitle Plan Setup”

Leave Take

Overtake mode

Disable / Enable

Enable “Overtake mode” can prevent negative leave balance by default (i.e. Max 0 days).

If you allow negative balance but not more than a certain value, you may enter the value in “Max [ ] days”. For example, input max. 3 days means the leave balance can be -3 days.

You should disable this option if your company policy allow leave taking in advance.

Working Hour Calculation mode

Never count / Count as punch hours / Always count

Normally, when a staff is on leave, no working hours will be counted. So “Never count” should be chosen.

However, if you allow the staffs to “work” on leave day for this leave type, you may select “Count as punch hours” option. Then the system will count working hours by referring to the punch records, i.e. (Punch OUT – Punch IN).

Besides, for some leave types, such as “Business Trip” which may count working hours without require punch card. In this case, you should select “Always count”

Leave Take Control

¨ Not allow take Leave on Holiday

¨ Not allow take Leave on Whole-day Leave

Normally, Leave should be taken on the normal week day. In another words, if the day is holiday or already taken Leave, you will not take another Leave again on this day. Therefore the 2 options here should be checked.

Moreover, when you are taking a period of Leave that may across some holidays , the system will auto skip those holiday if you have selected the option “Not allow take Leave on Holiday”

For the option “Not allow take Leave on Whole-day Leave” , if you have selected this option, only whole-day Leave taking will not be allowed but not apply to non-whole day leave (e.g. half-day leave, or just 2 hours leave)

Payroll

EO2007

No Pay / Full Pay / Partial Pay

This option is used for Hong Kong labour law “Employment (Amendment) Ordinance 2007” (or we call it 713 ordinance). For this ordinance, we have to define the Leave Type is “Pay”, or “No Pay”, or “Partial Pay” in order to calculate the average daily wages for the past 12 months.

Generally, the settings of different leave types may be something like that

No Pay	No Pay Leave (NPL)
Full Pay	Annual Leave (AL), Full Pay Sick Leave (SL), Rest Day (RD), Marriage Leave (ML), Funeral Leave (FL)
Partial Pay	4/5 Pay Sick Leave (PSL), Maternity Leave (MTL)

** Above table are just examples. All settings can be defined by user depends on company policy.

Web

Show in “E-Leave” module

Enable / Disable

This option control if this Leave Type will be shown in “e-Leave” module.

Show in “Leave Apply”

Enable / Disable

This option control if this Leave Type will be shown in “e-Leave” module for Leave application

Enable when no. of days applied is equal or more than N days

This option is the min. no of days of the leave application to make this Leave Type available for selection.

For example, for “4/5 Pay Sick Leave”, you may enter 4 days as the min. no. of day. So if the staff is going to apply leave for 3 days or less, the “4/5 Pay Sick Leave” will NOT be shown for selection.

Another example, for “Maternity Leave”, you may enter 70 days as the min. no. of day. So that the staff cannot apply Maternity Leave for less than 70 days.

Show in “Leave On Today” window

Enable / Disable

This option control if this Leave Type will be shown in the “Leave On Today” in “e-Leave” module, window which is a table showing who are on leave today.

Show in “Leave Summary” page

Enable / Disable

This option control if this Leave Type will be shown in the “Leave Summary” in “e-Leave” module, which is a table showing the summary of different Leave Types of the staff including “Auto entitled days”, “Manual entitled days”, “Total taken days”, and the “Leave Balance”.

Show in “Retail Web Roster” module

Enable / Disable

This option control if this Leave Type will be allowed to input in the “Duty Roster” table in “Retail Web” module.

Show in “Retail Web Timesheet” module

Enable / Disable

This option control if this Leave Type will be allowed to input in the “Timesheet” in “Retail Web” module.