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Leave Setup – An Overview

Getting familiar with the activities inside

This component mainly deals with two major processes namely the leave entitlement and leave carry over Employee level entitlement can be done for the new recruits in an organization. The leave entitlement starts from the date of joining of the employee and ends either on the calendar end date for calendar based leave types or period end date for non calendar based leave types. The entitlement units are computed based on the leave type definition for the leave types and also based on any pro rata rules given. The entitlement units can be changed during authorization process (depending on the parameter set) which will be the actual leave entitlement for the employee.

Leave units can be carried over to the current period from the previous period based on some business rules. This rule will be specified for each leave type as part of the leave type definition. This carryover can be done for both calendar based leave types and non – calendar-based leave types.

Employee Leave Entitlement:

Through this activity, you can entitle leave . for the fresh recruits in an Organization only for the first time. If the employee joins in between a calendar period then, the employee can be individually entitled through the Employee Leave Entitlement for Calendar-based and Non- Calendar-based Leave Types. This Employee Leave Entitlement is done only for the first time immediately after the employee joins.

 The leave entitlements done only for the regular, current  and primary assignment  for employees. An authorized user will carry out this process and hence, does not need any authorization at all.

The entitlement units for leave types for every employee or employee grade set combination is derived from the leave type definition. The entitlement units derived from the processing can be overridden for every employee leave type combination at the authorization level. Till the entitlement units are authorized for the employee leave type combination the system will be re processing the entitlement units.

The balance leave units need to be carried over from the previous calendar period to the current calendar period after the entitlement is done for the current period. Only leave types which are calendar based and marked as “carry over” can be carried over based on the carryover rule specified. In addition, the maximum carry over units can be specified for the leave type, carry over.

  

Process Leave Entitlement – Calendar based:

Through this activity, you can process leave entitlement for all the employees eligible for the calendar  Based Leave Types only. All the employees having the Grade Set and Grades which is that are mapped to the Leave Calendar will be entitled through the Calendar based Entitlement process for the respective leave types.

View/Abort Leave Entitlement – Calendar based:

Through this activity, you can view a leave entitlement that is calendar-based and you can stop the process corresponding to a session id or reset the same. You can view1 the Employee code ,name of the employee, , type of leave and the leave entitlement units for the calendar code  for a given period for a session id. You can also view an error log  for the session id .

Process Leave Entitlement – Non calendar based:

Through this activity, you can process leave entitlement for the employees eligible for the  non-calendared Leave Types, which have been tagged as Non Calendar-based. The Entitlement units for these leave type will be accrued based on the periodicity specified for the leave type. The entitlement is done Depending on another parameter whether to accrue at the beginning of the period or at the end of the period also the entitlement is done. . If accrue at the beginning of the period is specified then, at on the start of the entitlement period of the employee itself the leave units for the leave types are accrued for the employee.

If there are any Accrual Period Computation Parameters available for the Leave Type then, the service period needs to be extended by so many units of leave which has been availed for the Leave Type mapped in the Accrual Period Computation Parameters

View/Abort Leave Entitlement – Non calendar based:

Through this activity, you can view a leave entitlement that is non calendar-based and you can stop the process corresponding to a session id or reset the same. You can view the employee code , employee name , leave type , leave type units , start date , end date and the entitled units for the session id .

Authorize Leave Entitlement:

Through this activity, you can authorize the leave entitled to an employee or reject the same.

Process Leave Carryover - Calendar based:

Through this activity, you can process leave carry over for the employee. The balance leave units need to be carried over from the previous calendar period to the current calendar period after the entitlement is done for the current period. Only leave types which are calendar based and which are also marked as “carry over” can be carried over based on the conditions of the leave type. The carry over is also done based on the Maximum Carry over units specified for the leave type or based on any rules for the carry over

View/Abort Leave Carryover - Calendar based:

Through this activity, you can view a leave carry over that is calendar based and you can stop the process corresponding to a session id or reset the same. You can view the employee code , employee name , leave type ,carry over units  for the calendar.

Process Leave Carryover – Non Calendar based:

Through this activity, you can process leave carry over . For  leave types which are non calendar based and which are also marked as carry over can be transferred to the next period based on the conditions specified in the leave type. For the employee.

View/Abort Leave Carryover - Non calendar based:

Through this activity, you can view a leave carry over process that is non calendar-based and you can stop the process corresponding to a session id or reset the same. You can also view the employee code , employee name , leave type , leave type units,

Authorize Leave Carryover:

Through this activity, you can authorize the leave to be carried over for an employee or reject the same.

Adjust Leave:

Through this activity, you can adjust the leave of the employee for the current leave calendar period or the latest record that is available for the employee. The leave adjustment for the employee can be done for entitlement of the leave, carry over of leave, availing or encashment of leave. 

Increasing or decreasing leave units such as ‘Entitled’, ‘Carried over’, ‘Availed’ or ‘Encashed’ are part of leave adjustment. Leave adjustment is done for an employee for a leave type.  The HR user can use this option to adjust the leave balance of the employee, if needed. This would be needed when an employee is promoted during the middle of a leave calendar.

Ramco leave management system enables the user to effectively handle the leave setup functions.

 

Getting familiar with the activities

   Use the activity…

… to carry out task

Employee Leave Entitlement

Defining employee leave entitlement

Process Leave Entitlement – Calendar Based

Processing calendar based leave entitlement

View/Abort Leave Entitlement – Calendar Based

Viewing/Aborting calendar based leave entitlement details.

Process Leave Entitlement – Non-Calendar Based

Processing non-calendar based leave entitlement

Modify Leave Entitlement - Calendar - Based

Modifying leave entitlement calendar based

View/Abort Leave Entitlement – Non – Calendar Based

Viewing/aborting non calendar based leave entitlement

Authorize Leave Entitlement

Authorizing leave entitlement

Process Leave Carry Over – Calendar – Based

Processing carry over of calendar based leave

View/Abort Leave Carry Over Process – Calendar Based

Viewing or aborting carry over process for calendar based leave.

Process Leave Carry Over – Non- Calendar – Based

Processing carry over of non-calendar based leave

View/Abort Leave Carry Over Process – Non Calendar Based

Viewing or aborting carry over process for non-calendar based leave

Authorize Leave Carry Over

Authorizing carry over of leave

Adjust Leave

Make leave adjustments

View Leave Adjustment History

View leave adjustment history