🏖️Leave

This page provides a step by step guide for FAQs related to 'Leave' tab in the employee profile

1. Why is an employee unable to apply for comp-off?

Step 1: First, you need to check if comp-off is credited to the employee. For that in the cloud portal, go to the ‘Employee’ menu and select the ‘Employee List’ submenu.

Step 2: Select the employee, who is unable to apply for comp-off and it will take you to their profile.

Step 3: Under the ‘Leave’ tab, in the ‘Leave Entry’ subtab you can check whether ‘Compensatory off’ is credited for the employee.

If compensatory off is not credited for the employee you need to credit the compensatory off to the employee for them to be able to apply for the same.

Step 4: You can go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Comp Off Credit’ subtab. Select the ‘Comp-off’ radio button, the ‘Category’ and ‘Employee Code’, then select the date range and click on the ‘View’ button.

Scroll down to the end of the category list given on the right-hand side of the screen and below it you will find the table with the eligible comp-off entries.

Step 5: Tick the respective checkboxes for the entries you want to credit the employee a comp-off. You can also use the respective ‘Day Type’ drop-down to choose if you want to credit a half-day or full-day comp off.

Step 6: Once you are done with the selections, scroll up and click on the ‘Save’ button and the employee will be able to apply for comp-off.

For any queries, contact [e-mail]

2. How to change the current year’s leaves entry for the employees?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Select the employee for whom you want to change the leaves.

Step 3: Go to the ‘Leave’ tab and select the ‘Leave Entry’ subtab. Click on the ‘Three Dots’ next to the leave type you want to modify or assign.

Step 4: Enter the desired values, in the ‘Leave Opening’ and the ‘Leave Credit’ field. Check the box for ‘Use credit’ to ensure that the employee’s leave credit stays updated according to the leave credit process. Click on the ‘Save’ button and the current year leaves entry for the employees will be changed.

For any queries, contact [e-mail]

3. If leave credits are not automatically done, how can I manually add or credit leave for the leave credit process?

Step 1: Log into the cloud portal, go to the ‘Leave’ menu, click on the ‘Utilities’ submenu and select the ‘Leave Credit Process’ option.

Step 2: From the ‘Frequency’ dropdown, select how often you want the leaves to be credited such as, monthly, quarterly, half yearly, and yearly.

Step 3: Select the ‘Month’ and the ‘Year’ and the required ‘Category’ by selecting respective checkbox. You can also enter the desired ‘Employee Code’ in the respective field.

Step 4: From the ‘Leave Type’ drop down, select the type of leave you want to be credited/added such as, casual leave (CL), paid leave (PD), sick leave and more.

Step 5: Scroll-down to the end of the category list and click on the ‘Process’ button below and the leave credit process will be done according to your selections.

You can find the details such as, frequency, leave type, credit period (frequency) and last processed date for various past leave credit processes below the ‘Process’ button.

For any query contact [e-mail]