Granting new leave for a set of employees involves the following steps:
Creation of Leave type
To create a new leave type, you can go through the below steps:
Step 1 - Navigate to Settings -> Company Policies.
Step 2 - Select Time off policies
Step 3 - Click on Create New at the top right and select New Leave type. Leave types can be anything based on the different types you have for your organization.
Fill in the details for the leave type:
Leave type name: Enter the name of the leave type (e.g., mental wellness leave).
Payment options: Select whether it is a paid or unpaid leave.
Description: Optionally, add details explaining the leave.
Once all details are added, click on Confirm.
This way you'll have successfully created a new leave type that your employees can use.
Assignment of Leave policy: For effective usage of leave policies, a said policy needs to be assigned to a group of employees or all employees (however you may see fit).
For example, you may create different maternity leave policies to adhere to the country norms where your employees are based. In such a case, a maternity leave policy should be assigned to the corresponding country where it's applicable.
Only after a leave policy is assigned, the same is visible for employees to use. Please click here to see how you can assign a leave policy to employees.
Creation of a policy for a leave type
To create a policy for the leave type, follow these steps:
Step 1 - Click on Create New at the top right and select New Leave policy.
Step 2 - Fill in the policy details for the leave type:
Leave type: Select the leave for which you are setting the policy.
Policy name: Provide additional information about the policy.
Leave unit: Specify if the leave is provided in days, weeks, or months.
Annual allowance: Enter the number of leaves granted for the entire year.
Unlimited leaves allocated: Select this if you have an unlimited leave policy.
Carry forward policy:
Maximum carry-over leaves: Indicate the maximum number of leaves that can be carried over to the next year.
Carry-over leaves expire after Indicate the number of months within which the carried-over leaves must be taken.
Select Carry over never expires if there is no expiry.
Click on Confirm to create the policy.
Step 3 - Policy gets created and the next step is to assign the policy to a set of employees.
Assign the policy to a set of employees
Here's how you can assign a Leave policy to a set of employees.
Step 1 - Click on Add Employees as shown in the screen below.
Step 2 - Select the employees to whom you want to assign the policy:
Choose All Employees to assign the policy to everyone.
To select certain employees, click on Select and apply filters.
Step 3 - The filter options to select employees are as mentioned below:
Country: Assign the policy to all employees in a specific country.
Gender: Assign the policy to a specific gender.
Name: Assign the policy to specific employees by name.
Click “Apply” once the appropriate filters are selected.
Step 4 - Review the employees who meet the selected filter criteria and click “Add”
Step 5 - Click on Confirm to assign the policy to the selected employees.
Step 6 - The policy is assigned to the selected employees
That's the complete process of how you can create a leave type, a new leave policy and assign it to employees.