How can admin customize leave options for financial year?

Created by Raghul David, Modified on Fri, 16 Feb at 6:25 PM by Product Content Team

Leave allows employees to take time off from their regular work duties for various reasons, such as personal, medical, or family-related matters.

To customize the leave options for a financial year, the admin must perform the following actions:

From the greytHR Admin login, navigate to Settings icon > System Settings > Leave > Leave Options. The Leave Options page opens.
From the Leave Current Year spin box, enter or select the current year.
From the Leave Type that is linked to "Loss of Pay" (LOP) or "Leave without Pay" (LWP) in Payroll dropdown list, select the required leave type.
From the Comp off Expiry Start Date dropdown list, select the From Date/Accept Date as per your requirements.
In the Number of days before which next year leave can be applied spin box, enter or select the required days.
From the Leave Transaction To Show dropdown list, select the Availed/Applied and Availed as per your requirements.
From the Category to Filter the employees dropdown list, select the required option.
In the Holiday category, select the required field from the left column and click ➡ arrow to move the field to the right column.
From the Maximum General holidays spin box, select or enter the number of general holidays you want to assign.
From the Maximum Restricted holidays spin box, select or enter the number of restricted holidays you want to assign.
Select Restrict employees from applying leave for previous years option if required.
Select Restrict applying leave if leave taken and applied days is less than the balance option if required.
From the Leave days calculator dropdown list, select Old/Default/Attendance Calculator as per your requirements.
Select Disable Auto Leave grant for new joinees option if required.
Click Save to set options for the leave module.

How can admin customize leave options for financial year?

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