Managing Allowances

Understanding Allowances in the Leave Management System

In our leave management system, you have the flexibility to configure allowances for different types of leave. An allowance refers to the number of leave days that an employee is entitled to accrue over the course of a year.

Configuring Leave Type Allowances

When configuring leave types, you can choose whether or not a particular leave type includes an allowance. This means that for each leave type, you can specify how many days an employee will accrue annually.

Accrual of Allowances for New Members and New Periods

Whenever a new employee joins your organization or when a new leave period begins, the system automatically calculates and allocates the default allowance specified in the leave type configuration. This ensures that every member has a predefined number of leave days from the get-go.

Adjusting Allowances

The system also provides flexibility for you to make adjustments to an employee's allowance at any time. This feature is useful for accommodating special circumstances, such as increasing leave days for long-serving employees or adjusting for unused leave carried over from the previous period.

How to Setup Default Allowance for a Leave Type

You can do it by following steps:

1. Navigate to Settings > Leave Types.
2. Choose the leave type that will use an allowance.
3. Enable the "Has Allowance" option.
4. Enter the default yearly allowance (in number of days).
5. Optionally, you can allow an allowance overrun (this permits a negative balance).

Administrator and General Manager can change leave type configuration.

How to Adjust Allowance for Member

You can adjust the allowance for a specific member.

1. Go to Members.
2. Search for the member and click to open their profile.

3. Click the "Allowances" tab.

   

4. Locate the leave type you want to adjust.

5. Click the button "Make Adjustment" button to open a dialog box.

   

6. Enter the new allowance value.
7. Optionally, add a note to remember the reason for the adjustment.
8. Click "Make Adjustment".

The allowance will now be updated, and you can see the new record in the history of changes. Note that only the General Manager can change the allowance for a member.