SG 2.5: How to configure an Employee’s Leave Setting?

This is used to assign individual Leave Types to employees, or preset Leave Groups. You are also able to adjust Leave balances.

To configure employees’ Leave Setting after the employee profile has already been created, simply Click Employee on the left sidebar menu > Click Profile > Select desired Employee > Click on the Leave tab at the top.

Configuring Employees’ Leave Setting

Step 1: Adding Leave Type

Step 2: Editing Leave Setting, if required

Step 3: Adding Leave Group

Step 1: Adding Leave Type

1. Click on Leave tab
2. Click Action
3. Click Assign Leave Type
   
4. Select Leave Type
5. Click Assign

Step 2: Editing Leave Setting, if required

1. Click “” to adjust leave balance
2. Select Add/Subtract
3. Key in the number of days to add/subtract
4. Add Note
5. Click Save
   
6. Click Add Expiry Date
7. Click “” to add Expiry Date
8. Click Add
   
9. Click Assign Leave Policy
10. Select Leave Policy
11. Click “” to add Policy Start Date
12. Click Assign
    

Step 3: Adding Leave Group

1. Click Action
2. Click Assign Leave Group
   
3. Select pre-set Leave Group
4. Click “” to edit Policy Start Date
5. Click Assign

 *Note: Policy Start Date else the start date will be set as the hired date by default