Leave Configuration

Set up leave types, manage entitlements, configure public holidays, and manage blocked-off days.

Quick Access

Leave Types

Accessing Leave Types

1. Go to HR → Leave Types (/hr/leave-types)
2. View all configured leave types
3. Create or edit leave types

[Screenshot: leave-types]

Creating a Leave Type

1. Click + New Leave Type
2. Configure settings (see below)
3. Save leave type

Leave Type Settings

Leave Calculation Settings

Common Leave Types

Leave Packages

What are Leave Packages?

Leave packages bundle entitlements for different employee groups, making it easy to assign standard entitlements.

Accessing Leave Packages

1. Go to HR → Leave Packages (/hr/leave-packages)
2. View configured packages
3. Create or edit packages

[Screenshot: leave-packages]

Creating a Leave Package

1. Click + New Package
2. Name the package (e.g., "New Employee Standard")
3. Add leave types and entitlements:
   • Annual Leave: 8 days
   • Sick Leave: 14 days
   • Emergency: 2 days
4. Save package

Package Assignment

Assign packages to:

• Individual employees
• Employee groups
• By tenure (service years)
• By job grade

Example Packages

Monthly Leave Entitlements

Configuring Accrual

If leave accrues monthly:

1. Set accrual method to "Monthly"
2. Configure monthly entitlement amount
3. Set accrual start date
4. Define caps and limits

Accrual Calculation

Annual Entitlement: 12 days
Monthly Accrual: 12 ÷ 12 = 1 day per month

After 6 months: 6 days available
After 12 months: 12 days available

Public Holidays

Accessing Public Holidays

1. Go to HR → Public Holidays (/hr/public-holidays)
2. View and manage holiday calendar

[Screenshot: public-holidays]

Adding Public Holidays

1. Click + New Holiday
2. Enter:
   • Holiday name
   • Date
   • Recurring (annual)
   • Applicable locations (if multiple)
3. Save

Standard Malaysian Holidays

State holidays vary by location.

Importing Holidays

For bulk entry:

1. Prepare holiday list
2. Use import function (if available)
3. Review and confirm

Blocked-Off Days

What are Blocked-Off Days?

Periods when leave cannot be taken, typically for:

• Busy seasons
• Mandatory work periods
• Special events
• Year-end processing

Requires HR_BLOCK_OFF_DAY feature to be enabled.

Configuring Blocked-Off Days

1. Access blocked-off days settings
2. Define blackout period:
   • Start date
   • End date
   • Reason
   • Applicable departments (optional)
3. Save configuration

Employee Experience

When blocked-off days are active:

• Leave applications for those dates are rejected
• Calendar shows blocked period
• Warning displayed when attempting to apply

Leave Balance Management

Adjusting Individual Balances

1. Open employee profile
2. Go to leave entitlements
3. Adjust balance:
   • Add days (bonus leave)
   • Deduct days (correction)
   • Set specific balance
4. Document reason

Bulk Balance Adjustments

For organization-wide changes:

1. Use bulk adjustment tool
2. Select employee group
3. Apply adjustment
4. Review and confirm

Year-End Processing

At year-end:

1. Calculate carry-forward amounts
2. Apply carry-forward caps
3. Reset annual balances
4. Expire old carry-forward
5. Generate new entitlements

Pro-Rating Leave

When to Pro-Rate

• New employees (join mid-year)
• Terminating employees (leave mid-year)
• Part-time employees

Pro-Rating Formula

Pro-rated Leave = (Annual Entitlement × Remaining Months) ÷ 12

Example:
Annual: 12 days
Join Date: July 1 (6 months remaining)
Pro-rated: (12 × 6) ÷ 12 = 6 days

Pro-Rating Settings

Common Tasks

Add New Leave Type

1. Go to Leave Types
2. Create new type
3. Configure entitlements
4. Add to relevant packages
5. Assign to employees

Update Entitlements for New Year

1. Review leave packages
2. Adjust entitlements if needed
3. Process carry-forward
4. Reset annual balances

Handle Special Leave Request

1. Create one-time leave type (if needed)
2. Assign to specific employee
3. Process as normal leave

Tips

1. Plan ahead - Configure next year's holidays early
2. Review annually - Audit leave policies each year
3. Document policies - Keep written leave policies for reference
4. Communicate changes - Notify employees of policy updates

See Also

• Leave Management
• Leave Reports
• Time Off Requests