Leave Policy
Policy for Leave
The Leave Policy informs workers the number of days off they may have for a given Leave Period. It is a master set of rules that governs the number of each type of leave a worker may take. This ensures leave management to be equal and even.
Most businesses have a general Leave Policy that they implement in order to simplify tracking and accounting for employee leaves across departments. You can create and administer different Leave Policies in ERPNext to suit the needs of different kinds of employees and provide them with leave as per the provisions defined by the policy.
1. Creating a Leave Policy
To create a new policy record, go to the Leave Policy list and click on New. You can set up the allocation mechanism for various types of leaves in the Leave Policy form that appears.
Depending on your organization's policy, select the leave type you want to be included in the policy. This could be sick leave, privilege leave, or casual leave. Then, fill in its Annual Allocation to determine how many of those leave types an employee will receive during the Leave Period.
If necessary, you can attach more than one type of leave to a single Leave Policy. This is useful for policies that encapsulate all entitlements in one location This implies that you won't have to set individual rules for every type of leave.
Click Save once all the leave types and allocations are set. Finally,click Submit to implement the policy in the system. Submitting locks down the policy so that it cannot be amended and prepares it for assignments.
You can create a Leave Policy Assignment when you submit a Leave Policy. This will automatically apply the rules to one or more employees at the same time. This makes it quick, consistent, and error-free to give out a lot of things at once.
