Question 1: The company has different job levels, and different levels of employees have different annual leave allowances. How to achieve this?

Answer: It is necessary to set different leave policies according to the job level, and then assign different leave policies to employees.

Step 1

Add different leave policies

Tip: If different leave policies only have different annual leave limits, you can set a leave policy first, and then copy and add other policies through the [Duplicate Leave Policy] function to modify it to reduce manual operations.

Step 2

Assign different leave policies to employees in [Leave Balance]


Question 2: An employee can enjoy 7 days of annual leave after a full year of employment. One day will be added every year, up to 16 days. How to set it?

Answer: Edit the [Annual leave] calculation rule in step 4 of the leave policy setting, and set the following settings in the [Yearly Leave Entitlement Ajustments]

If the senior position has a fixed annual leave quota and there are 20 days for entry, you only need to do the following settings


Question 3: The company’s unified holiday year is not from 2020/01/01 to 2020/12/31 but from 2020/04/01 to 2021/03/31. How to set it?

Set the start date of [Leave Year] to 2020-04-01 in the ``Holiday Proportional Calculation Method''

Note:

[Leave Year]'s start date is not used to calculate seniority, it is used to determine the start date of the company's leave year cycle:

  1. When can the system generate leave for employees?

  2. For colleagues who joined the company in the middle of the year, what proportion of time should be used to calculate the current year’s leave


Question 4: The company takes the calendar year (such as 2020/01/01-2020/12/31) as a leave year. How does the employee enter the company mid-year (2020/06/17) calculate the annual leave quota based on the actual number of working days?

Answer: Set in the [Pro Rata Calculation Method], Holidays in the cycle = Accrued days / 366 * total holidays. Different settings will result in different calculations.

Example 1: [Interval] select [Yearly]

Then the number of accrued days is equal to the number of days from 2020/06/17 (entry date) to 2020/12/31 (period end date), a total of 197 days

If the [Leave Distribution Time] is selected as [Cycle Start Date], after calculating the leave balance, the system will generate an annual leave quota with the [Leave Year] of 2020-01-01, and the occurrence amount = 197/366 * 7 = 3.77 days

If the [Leave Distribution Time] is selected as [Cycle Start Date], the system will only generate an annual leave quota on 2020/12/31, and the occurrence amount = 197/366 * 7 = 3.77 days, before 2020/12/31 No annual leave allowance will be generated.

Example 2: [Interval] select [Monthly]

Then the number of accrued days in June is equal to 13 days from 2020/06/17 to 2020/06/30 (the end of the holiday period), the number of accrued days in July is equal to 31 days, and so on.

If the [Leave Distribution Time] is selected as [Cycle Start Date], after calculating the leave balance, the system will generate an annual leave quota on the 1st of each month starting from June, and the amount in June = 13/366 * 7 = 0.25 The balance in July = 31/366 *7 = 0.59, and so on


Question 5: The company does not use a unified leave year. Each employee uses the entry date as the start date of the leave year. How to set it?

(Note: It is recommended to use the unified leave year setting.)

Answer: The annual leave rule-setting page is pulled to the bottom, click on "Advanced Settings" and turn on the following parameters.


Question 6: How can the unused annual leave quota be transferred to the next year?

Answer: Turn on the [Carry Forward to Next Year] parameter and enter the number of days in the [Maximum Carry Forward Days]

  • If the employee’s remaining annual leave allowance is greater than the transferable allowance, the set number of days will be transferred to the next year

  • If the employee’s remaining annual leave allowance is less than the transferable allowance, the actual remaining days of annual leave allowance will be transferred to the next year

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