Leave Control Panel
Leave Control Panel
ERPNext Leave Control Panel is an efficient HR manager and administrator tool that allows them to provide employees with numerous leaves at a time, either on a particular Leave Policy or directly on a Leave Type. They don't need to modify every employee record individually. This utility is very useful for businesses who have lots of employees, provide seasonal leave, or employ lots of people at a time.
1. Requirements
Prior to using the Leave Control Panel, it's a good practice to verify that the following documents and settings have been made and activated in an adequate manner. This will ensure that the process of leave allocation is done smoothly and without issues:
Employee: Ensure that the employee records are complete and contain accurate employment details. This is necessary for determining eligibility as well as dates during bulk allocations.
Leave Period (optional): If your company has pre-set leave cycles, like a fiscal year or calendar year, you can post a Leave Period so the system can calculate the range of allocation automatically
Leave Policy or Leave Type: Either the rights and rules for leave need to be established in a Leave Policy (in the event of automated allocation) or one individual Leave Type (for manual allocation without a policy).
2. How to use the Leave Control Panel to award leave
Make the appropriate choice from the Dates Based On field, and then fill in the details in the corresponding fields. If the allocation is not following a standard cycle,you may need to select a Leave Period or manually enter a From Date and To Date.
If you'd like to provide a Leave Policy to someone, select the one you'd like from the dropdown list. And the system will then use that policy to determine how much leave each staff member is allowed
You can also distribute leave directly by disabling the option "Allocate Based On Leave Policy," selecting the Leave Type you'd like, and entering the amount of New Leaves Allocated for each staff member.
If you wish to bring over unused leaves from the prior allocation period into the new allocation, select the Carry Forward option. This is good for policies that allow leave balances to accrue.
You can quickly filter employees by department, branch, or designation through the Quick Filters panel. If you want to filter individuals by more complex criteria, you can utilize the Advanced Filters panel to create your own filtering criteria.
Mark the Select Employees at the bottom of the screen who are to receive the allocation.Once you select, click on the Allocate Leave button in the top right-hand corner to complete the allocation.
The Leave Control Panel automatically captures and displays Leave Policy Assignments and Leave Allocations in their respective DocTypes:
- Leave Policy Assignment: The panel indicates which staff members have been assigned a specific leave policy.
- Leave Allocation: This tracks all the information regarding leave, including the dates, type of leave, and number of leaves granted.
