Leave Debit

Log into the cloud portal with Pocket HRMS cloud portal with admin credentials. Click on the leave menu from the left-hand side menu bar, click on the Transactions submenu. Then click on the and Leave Debit and that present you a pop-up window.

Here you search for a particular employee as well as use the radio buttons to choose employees those who Left, Live in organization or All the employees present in the system. You can easily select the employee you were looking for.

After the Search you can easily Select the employee you were looking for. Here for example letโ€™s select Kunal Sharma.

When click on the โ€˜Leaveโ€™ tab you can explore various employee โ€˜Leave Entryโ€™ in the system.

Details for various types of leaves configured such as Paid Leave, Compensatory Off and more will be displayed in visually appealing format. That makes it easier for you to quickly grasp details such as Opening- Opening balance

Credit - Leaves credited

Debit - Leaves debited

Used - Leaves Utilized

Available- Remaining leave balance

To create a new leave debit entry, click on the โ€˜+โ€™ icon on the โ€˜Leave Entryโ€™ bar that will give you โ€˜Add Leaveโ€™ pop-up window.

Click on the โ€˜Debit Leaveโ€™ tab, here you can select the โ€˜Leave Typeโ€™ configured in the system from the drop down.

Once you select the leave type system will fetch the count for the โ€˜Balanceโ€™ leaves in the respective field. This will save you effort to go back and check the balance as well as avoid errors that might happen in manual calculation.

Now you can easily enter the date range for which you want to debit the leaves for this employee.

Based on the date range you selected the system will calculate the number of days. You can select the โ€˜Half Dayโ€™ check box it necessary and add remark to make it more informative. Next click on the save button,

The system will show you the leave debit entry you just made with essential so you can verify the details and click on the โ€˜Deleteโ€™ or โ€˜Saveโ€™ button accordingly.

Once you save the entry you leave will be debited from the respective Leave Type.

Automating leave balance calculations reduces the administrative burden on your HR team. This can lead to cost savings and increased efficiency in managing leave requests and employee records.

  1. Accurate Leave Deductions: Allowing employees to enter a date range for leave requests ensures that leave is deducted accurately based on the specified time period. This eliminates the risk of under or over-deducting leave days.

  2. Flexibility with Half Days: The option to mark a leave request as a half-day allows for more precise tracking of leave usage. It's especially useful when employees need to take partial days off for various reasons.

  3. Enhanced Record Keeping: The system's ability to add remarks provides a way to document the purpose or context of the leave request. This information can be valuable for future reference, reporting, and compliance purposes.

  4. Streamlined Leave Approval Workflow: With the system handling calculations and data entry, the leave approval process becomes smoother and faster. Managers can quickly review and approve leave requests without the need for manual calculations or excessive paperwork.

  5. Transparency: The automated system increases transparency by providing employees with real-time access to their leave balances and the ability to request leave within the system. This transparency can improve employee satisfaction and reduce misunderstandings.

  6. Data Accuracy: Automation reduces the risk of human errors in leave balance calculations, which can have financial and compliance implications for the company.

  7. Compliance and Reporting: Having accurate and automated leave records makes it easier to comply with labor laws and regulations. It also facilitates the generation of reports related to leave balances, usage, and trends.

In summary, the features in your HRMS software offer significant advantages in terms of efficiency, accuracy, and transparency in managing employee leave, which can contribute to a smoother HR process and improved overall employee satisfaction.

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