Field

Description

Leave Type

Select Leave Type from the drop down field. All the Leave Types created in the Leave Configuration Form are displayed here.

Frequency

Select the credit frequency of the Leave, such as monthly, quarterly etc.,

Note: Adrenalin Scheduler starts its process on the selected frequency here.

Start Month

Select Start Month from the drop down list, to define the start month cycle for this leave.  This will help in setting up the credit pattern and also in moving Leave Balance to Previous Year Balance.

Note:  If any rule exists for the selected leave type, then the Frequency and Start month fields will be disabled.

Credit Month

This is to indicate the months in which this Leave has to be credited. While the Frequency & Start month provides the base information for this, by specifically giving input for the months, crediting becomes flexible of attaching different credit days for each credit cycle in a year.

For example, if the Frequency is Quarterly and the Start Month is selected as ‘Jan’ then this field will display months ‘Jan’, ‘Apr’, ‘Jul’, and ‘Oct’. If the Frequency is Quarterly and the Start Month is selected as ‘Feb’, then this field will display ‘Feb’, ‘May’, ‘Aug’ and ‘Nov’. If same number of leave is to be credited for each month, then the ‘All’ option can be selected here.  Else, separate leave rule has to be created for each month.

Credit on Joining 

This is to indicate if leave to be credited for the employee on joining the organization. If it is Yes, then

‘Do not process Credit On Joining for existing Employees’ check box gets enabled.

If it is No,

‘Do not process Credit On Joining for existing Employees’ check box gets disabled.

Credit on Confirmation

This is to indicate if leave to be credited for the employee on his confirmation. If it is Yes, then

‘Do not process Credit On Confirmation for already Confirmed  Employees’ check box gets enabled.

If it is No

‘Do not process Credit On Confirmation for already Confirmed  Employees’ check box gets disabled.

Note: If the Credit on Joining is selected as ‘Yes’ then the Credit on Confirmation should be ‘No’ and vice versa.

Pro-Rata

Select whether leave credit on pro-rata basis is allowed or not.

Consider this example: a leave of 10 days is configured to be credited for employees on yearly basis.  If an employee joins on July 1^st and the ‘Pro-Rata Leave credit is selected as ‘No’, then the entire 10 days will be credited to this employee.

On the other hand, if the pro-rata is selected as ‘Yes’ then the number of days will be calculated and leave is credited accordingly. Now, the number of days between Jul 1^st to 31^st Dec will be calculated, and it will be multiplied by the number of leave days divided by 365. (Jul - Dec is 184 days * 10 days of leave / 365(Pro-Rata Denominator Day Wise). The result will be rounded off based on the round off option and credited to the employee.

Note: This calculation is based on the frequency chosen.

Default value for pro rata rounding is “Day wise”.

Pro-Rata Denominator

Select the Pro-Rata Denominator either Day Wise or Month Wise. If it selected as ‘Month wise’ the period for leave credit calculation can be either based on ‘From DOJ’, or ‘Start of DOJ month’ or ‘Start of Next Month of DOJ’.

From DOJ – leave credit on the date of joining of the employee. Ex: Employees DOJ is 15th April 2012 in this case, leave credit happens from 15th April 2012.

Start of DOJ month – leave credit on the first date of the month in which the employee joined. Ex: Employees DOJ is 15th April 2012. In this case, leave credit happens from 1st April 2012.

Start of next month of DOJ - leave credit on the first date of next month to which the employee joined. Ex: Employees DOJ is 15th April 2012. In this case, leave credit happens from 1st May 2012.

Default value for pro-rata credit from is “from DOJ”

Scheduled Period

If this option is selected as ‘Future’ then the leave will be credited for the current year. If this is selected as 'Post' then the leave credit will happen only in the next year. (leave credited for the period for which employee has worked)

Status

Select Employee Status for whom the leave credit configuration will be applicable.

Service Based

If service Based is selected as Yes, ‘Service Credit Based On’ field gets enabled with ‘Date of Joining’ and ‘Date of Birth’, this option allows to specify the number of days to be credited based on the services of employee in the organization.

For example, for an employee with 1 year of service, 5 days leave can be credited. For employees with 2 – 4 years of service, leave of 10 days can be credited.

Note: If the Credit on Joining is selected as ‘Yes’ then this option should be ‘No’ and vice versa.

Default value for service based credit is “Date of joining”.

From Month/To Month

Select the month from which the Leave credit configuration starts and ends.

Note: It accepts numeric values only.  The width of this field is limited to 3.

Greater Than Days

This is to specify the number of days after the date of joining of the employee after which the leave will be credited.

Note: It accepts numeric values only.  The width of this field is limited to 5.

No. Of Days For Credit

Enter the Number of days to be credited for the Leave type and for the selected employee and for the selected credit frequency.

Note: It accepts numeric values only. The width of this field is limited to 4. Half a credit can be mentioned as 0.5

Round-Off

Leave such as half a day can be rounded off by selecting various options.

Note: This will be useful only if the Pro-rata option is selected as ‘Yes’.

Effective From

Select the date from the leave credit configuration for the effective start date of leave credit.

Do not Process credit on joining for existing Employees

If this option is selected, then leave will not be credited to existing employees.

Note: This field will be enabled only if the ‘Credit on Joining’ is selected as ‘Yes’.

Do not process credit on confirmation for already confirmed employees

If this option is selected, then leave will not be credited to employees who have already been confirmed.

Note: This field will be enabled only if the ‘Credit on Confirmation’ is selected as ‘Yes’.

General Leave Credit on DOJ

Leave credit configuration executes the credits on DOJ of the employee. This is applicable only when leave credit frequency is selected as ‘Yearly’ and ‘General Leave Credit’ scheduler is set daily.

Whenever leave credit happens on DOJ anniversary of employees, system do truncation and carry forward the balance based on the configuration set.

Leave Truncation scheduler needs to be set daily. When this scheduler runs, it identify the employee whose DOJ falls on that day and “DOJ Anniversary" leave is credited.

Apply service based credits for COJ

Service based leave rules can be applied at the joining date of the employee. And selecting this will apply service based rules based on employee age.  

If Employee age is <=30 years credit 10 days on Joining and 30-60 years 20 days on DOJ. Note this rule will also applicable for existing employees based on age.

For defining above scenario define 2 service based rule one from 0 to 30 and credit 10 days and another from 31 to 60 and credit 20 days. Define a 3rd credit rule with COJ as ‘Yes’. This will consider leave credits of service based rules for COJ credit.