Leave: types, balances and requests

Payroll pays approved leave, so set this up before your first run.

Leave types

HR › Leave › Leave Types. For each type enter:

• Code, Name and Legal basis (for example, Labor Code Art. 95 for service incentive leave).
• Paid or unpaid, and Days per year as the default allowance.
• Accrual: earned monthly (for example, 1.25 days a month) or once a year, using Days / month or / year.
• After months of service: how long an employee must work before earning it.
• Carry over max: unused days that roll into next year.
• Convertible to cash and convertible on separation.
• Max days per employee (optional).

Balances

HR › Leave › Leave Balances shows allocated or earned days, approved leave taken and Available per employee.

• Credit earned leave up to today posts accruals. It's safe to run more than once, since each accrual is recorded only once.
• Edit a balance and click Save balances for manual adjustments.
• Convert unused leave to cash (year-end) turns convertible days into pay.

The Leave Ledger lists every earning, use and adjustment per employee and year.

Leave requests

1. New Leave Request: pick the employee, leave type, start date, end date and a reason, then Submit Request.
2. The request starts as Pending.
3. A manager clicks Approve or Reject.

Approved days reduce the balance and flow into payroll.

Important: Leave inside an approved or posted payroll period is locked. Void that payroll first if you must change it.