How to prorate the entitlement for non-annual leave types

Introduction

Some clients may only be aware that only the entitlement for Annual leave type can be prorated. This document shows how you can allow other leave types to be prorated too.

Steps

Step 1: Head over to mceclip0.png

Step 2: Choose mceclip1.png

Step 3: Click on mceclip2.png

The page will show all the other leave types available in your Leave System

mceclip4.png

Step 4: Choose the leave type you would like the system to prorate and click on mceclip5.png . This will open a pop-up window:

mceclip6.png

Step 5: Put a tick in the box beside the option mceclip7.png

Step 6: Click on mceclip8.png once done. 

Step 7: After  configuring the leave type, please go to the mceclip9.png section of Leave

Step 8: Click on mceclip10.png tab at the top

Step 9: Choose the leave type you have enabled the proration feature.

Example: mceclip11.png

Step 10: Make sure that the opening balance is set to 0.

mceclip12.png

Another option that is available is Leave Will Be Credited Daily (Accrual) 

This option will allow the system to credit the entitlement of users on other leave types on a daily basis.

To do this, please follow steps 1-4 above

Step 5a: From the specific leave type pop-window, please put a tick on mceclip13.png

Step 6a: Click on mceclip8.pngonce done.

Step 7a: After doing so, head on to the mceclip9.png section on Leave

Step 8a: Click on mceclip10.pngtab at the top

Step 9a: Choose the leave type you have enabled the daily accrual feature for

Example: mceclip14.png

Step 10a: Make sure that the opening balance is set to 0.

mceclip12.png

 

 

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