Updated in November- 2023 | Subscribe to watch greytHR how-to video
Customizing leave options refers to the ability to tailor or modify the available leave options or categories within a leave management system or software to align with the specific needs and policies of an organization. It involves configuring and adjusting the leave types, parameters, and settings to suit the unique requirements of the organization.
The Leave Options page in the greytHR Admin portal enables you to customize the options for the leave module. The page allows you to customize leave options such as expiry date, leave current year, and leave type linked to loss of pay.
To view the Leave Options page, click the Settings icon > System Settings > Leave > Leave Options.
You can perform the following actions on the Leave Options page:
Customize leave options.
Lock/unlock the leave year.
To customize leave options, perform the following actions:
On the Leave Options page, click the Leave Settings page. A form appears.
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.
To lock/unlock the leave year, perform the following actions:
On the Leave Options page, click the Lock Year Settings tab. A table appears and displays Leave Year and Status.
Under the Status column, select the Lock/Unlock button available next to the leave year. If you select Lock, the Lock Leave Year pop-up appears. If you select Unlock, the Unlock Leave Year pop-up appears.
Click Yes to lock in the leave year. You can also click No to cancel the pop-up.
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