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How to Give Employees One Day of Birthday Leave Per Year?

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Written by Workstem CS
Updated over 2 months ago

Some companies may have this need when managing leave: How to Give Employees One Day of Birthday Leave Per Year?

Workstem supports this kind of leave type, please follow the steps below.

Step 1

Click [Leave] > [Leave Type] > click the [+Add] button to add a new leave type, and select [Calculation based on length of service] for [Leave Balance Calculation Formula]

Step 2

Click [Leave Policy], select the leave policy you want to modify, and click the [Edit] button.

Step 3

In page 4 of the leave policy setting, click [Add Leave Type], select the leave type added in step 1 from the drop-down [Name], and complete the following settings:

(1) Set interval to generate by [Yearly calculation], [Leave Distribution Time] is [Cycle Start Date].

(2) Display "0" decimal points, and [Rounding Rules] is set to [Round up]

(3) [Yearly Leave Entitlement Adjustments] sets a set of data: [Years of service] as “0” and [Number of leave entitlement] as “1”.

(4) Enabled [Limit carry forward to next year] and set the [Maximum carry forward days] to “0”.

Step 4

Click on [Leave Balance] and press the [Recalculate] button to recalculate the leave quota. In the [Leave Balance Record] you can see that a leave quota is generated, and the balance is 1.

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