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How do I configure the system to automatically calculate leave balances?

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The Leave Module uses a "Scheduler" to automate leave balance calculations based on the defined leave rules and parameters. You can set up scheduled tasks for managing leave entitlements. To do this, go to Leave >> Leave Setup >> Scheduler. You can define a new task, specifying the task name, start and end dates, leave type, company, and other parameters. It's recommended to schedule this task to run daily to keep leave balances up to date.

  1. Go to the "Scheduler" tab within the Leave Setup menu.

  2. Click on the "Schedule New Task" hyperlink.

  3. Select "Manage Leave Entitlements" as the task.

  4. Provide a task name, start date, and optional end date.

  5. Choose the leave type and company name for the task.

  6. Set the status as "Active" to enable the task.

  7. Enter the email address for receiving notifications and specify whether results should be emailed for each employee.

  8. Save the task.

The scheduler will then automatically manage leave entitlements according to the defined schedule and rules.

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