Documentation

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.

Typical leave type configuration
TypeAccrualCarry forwardNeeds document
Casual leaveMonthly, pro-rataUsually lapses at year endNo
Sick leaveMonthly or annual grantCappedOver 2 days
Paid / earned leaveMonthly accrualCapped, often encashableNo
Work from homeNot accrued, requestedNot applicableNo
Half dayDeducts 0.5 from the parent typeFollows parentNo
Short leaveHours rather than daysNot applicableNo
Unpaid leaveNo balanceNot applicableNo

Accrual

Balances accrue on a schedule rather than being granted in full on 1 January, which is what makes joiners and leavers work out correctly without manual adjustment.

  • Rate. Days added per month, for example 1.5 for an 18-day annual entitlement.
  • Pro-rata joining. A mid-month joiner accrues a partial first month.
  • Carry-forward cap. The maximum that survives into the next year; the excess lapses or is encashed.
  • Negative balance. Whether an employee may go below zero, and by how much.
  • Probation. Whether accrual starts on joining or after confirmation.

Approval

Requests route to the reporting manager. HR and admin roles can approve, override or reject with a reason, and every decision is written to the employee record and the audit log.

The approval screen shows the team calendar for the requested dates. A second person from the same team already being off that week is the single most useful piece of context at the moment of the decision, which is why it is on the same screen rather than one click away.

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 for payroll and for the encashment calculation.

Related

Frequently asked

Can we add a custom leave type?

Yes. Any number of custom types, each with its own accrual, approval chain, document requirement and whether it is paid.

How is a half-day handled?

A half-day leave deducts half a day from the balance and marks the attendance record accordingly, so the register and the balance agree.

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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