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Summary steps to set up the Leave Module

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The steps to setup the Leave Module are as follows:

  1. Set up the Leave Types.
  2. Link the Leave types to a company.
  3. Set up the Cumulative leave rules.
  4. Set up Non-Cumulative leave rules.
  5. Enter employee overrides for cumulative leave.
  6. Enter employee overrides for non-cumulative leave.
  7. Setup Leave not earned rules. (Optional)
  8. Set up Post Leave Type against another. (Optional)
  9. Set up return date parameters.(Optional)
  10. Set up Compensatory Time Off. (Optional)
  11. Set up the Calendar and flag holidays.
  12. Set up the scheduler for all leave types.
  13. Set up Leave-Payroll links.(Optional)
  14. Upload leave opening balances.
  15. Upload leave taken template/ start entering employee leave.
  16. Print and review leave reports
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