I. Leave Types

DESCRIPTION
Leave Type refers to the types of leaves allocated to an Employee which they can use while making Leave Applications. You can create any number of Leave Types based on your company’s requirements.


REMINDER

The following are the standard available leave types in the system:

  • Vacation Leave
  • Vacation Leave Without Pay
  • Sick Leave
  • Sick Leave Without Pay
  • Emergency Leave
  • Maternity Leave
  • Paternity Leave
  • Solo Parent Leave
  • Bereavement Leave
  • VAWC Leave
  • Magna Carta Leave
  • Service Incentive Leave



Step 1:

On the search bar, type Leave Type List




Step 2:
Click Add Leave Type button 




Step 3:
Input required details and settings needed for the leave type



Step 4:
Tick Allow Encashment if applicable.





Step 5:
Tick is Earned Leave if applicable.





Step 6:
Click Save






II. Leave Allocation -  Manual

DESCRIPTION
ERPNext allows the user to allocate the appropriate amount of leave entitlement to each employee’s record. This may be done at the beginning of a leave cycle, upon hiring, or on an annual basis, depending on the company’s policies.




Step 1:

On the search bar, type Leave Allocation List




Step 2:
Click Add Leave Type button 







Step 3:

Enter the Employee Name, desired Leave Type, from Date and To Date


From Date: This represents the starting date of the leave allocation period. It is the date from which the allocated leave balance becomes available to the employee.

To Date: This indicates the end date of the leave allocation period. It is the date until which the allocated leave balance is valid for the employee.




 

Step 4:

Fill the Leave Allocated of the Employee


Tick Add unused leave from previous allocation - it is a process of carrying forward or transferring the unused leave balances from previous allocation periods to the current or future leave cycles. This feature allows employees to retain their accrued but unused leave days and utilize them in subsequent periods.





Step 5:

Click Save






II. Leave Allocation - Import


Step 1:

On the search bar, type Leave Allocation List



Step 2:

Click the ellipsis button (Menu) on the upper right corner of the Leave Allocation List page, then select Import




Step 3:

Click Add Data Import Button




Step 4:

By default, the Document Type will be Leave Allocation, but make sure to still check it, then select Import Type


If Insert New Records: adds new multiple records

If Update Existing Records: changes/updates existing records


Note: There’s an option to tick Submit after Import so that all adjustments will be submitted by default after import 




Step 5:

Click Save




Step 6:

User can download File Template through Download Template button.

Attach accomplished template by clicking Attach, then fetch file and click Upload



Step 7:

Click Start Import




REMINDER

If there are errors encountered, errors will show up by row number from excel file, and it must be corrected. Please see the sample below.