Leave
Leave configuration is mostly a set of decisions made once. This page lists every one of them and what each affects.
Leave types
Each type is configured independently. The defaults below match what most Indian employers already run, and can be changed or removed entirely.
| Type | Accrual | Carry forward | Needs document |
|---|---|---|---|
| Casual leave | Monthly | Usually lapses at year end | No |
| Sick leave | Monthly or annual grant | Capped | Over 2 days |
| Paid / earned leave | Monthly accrual | Capped | No |
| Work from home | Not accrued, requested | Not applicable | No |
| Half day | Deducts 0.5 from the parent type | Follows parent | No |
| Short leave | Hours rather than days | Not applicable | No |
| Unpaid leave | No balance | Not applicable | No |
Accrual
Balances accrue on a schedule rather than being granted in full on 1 January, and an admin can set or adjust any balance by hand, for example for a mid-year joiner.
- Rate. Days added per month, for example 1.5 for an 18-day annual entitlement.
- Carry-forward cap. Accrual stops at the cap you set; with carry-forward off, unused balance lapses at the start of each year.
- Paid or unpaid. Unpaid (LOP) types do not draw a balance and are deducted in payroll.
Approval
Anyone whose role has the leave approval permission, scoped to their team or to everyone, can approve or reject, and the decision is kept on the request.
The holiday calendar
One company-wide calendar, optionally with location-specific entries for teams in different states. Days on the calendar are not deducted from any leave balance and do not produce absent marks in the attendance register.
Reports
- Leave taken by employee, department or type, over any date range.
- Outstanding balance per employee as at a chosen date, which is what year-end settlement needs.
- Pending requests older than a threshold, for chasing approvals.
- CSV export, and unpaid (LOP) leave flows into payroll as loss of pay.
Related
Frequently asked
Can we add a custom leave type?
Yes. Any number of custom types, each with its own accrual, balance cap, document requirement and whether it is paid.
How is a half-day handled?
A half-day leave covers the first or the second half of the day and deducts half a day from the balance. Two half-days on the same date (one of each) make a full day.
Can leave be applied for retrospectively?
Yes, subject to a backdating window you configure. Backdated requests are flagged in the approval screen.
Something missing from the docs?
Tell us what you were looking for at support@employeedeskcrm.com and we will add it here.
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