How to create Leave Types

🌐 Overview

Each type includes settings for total days, carry-forward options, and whether the leave is paid or unpaid. This helps clinics manage attendance, payroll, and compliance consistently across branches.

🧭 Navigation

Control Panel → Human Resources → Leave Types

Add a Leave Type

1. Click + (top-right).

2. Branches: Select one or more branches (multi-select).

3. Name: Enter the leave name (e.g., Sick Leave, Annual Leave, Maternity).

4. Total Days: Set the yearly entitlement.

5. Carry Forward Options: Toggle as needed for:

   • Maternity Leave

   • Annual Leave

   • Carry Forward (if unused days roll over).

6. Calculation Basis: Choose how the leave accrues:

   • By Joining Date (individualized accrual)

   • Calendar Year (fixed yearly cycle).

7. Payment Terms:

   • Click + to add one or more brackets to define a pay structure.

   • For each bracket, specify:

     • Paid: Fully Paid, Half Paid, or Unpaid.

     • Days: The number of days the rule applies to.

     • Repeat + to add additional brackets.

     • Example: First 14 days Fully Paid → Next 45 Half Paid → Remaining Unpaid.

8. Click Submit 💾 to save.

📋 Manage Leave Types

• List Columns: Branch, Name, Total Days, Calculation Basis, Payment Terms, Created By.

• Tools:

  • 🔍 Search-as-you-type (top-right)

  • 📄 Export to Excel / 🖨️ Print PDF (top-left)

  • Pagination (bottom-right)

• Row Actions (…):

  • Edit ✏️ — update an existing leave type

  • Delete 🗑️ — remove a leave type

💡 Tips

• Align Total Days, Carry Forward, and Payment Terms with your country’s labor law and company policy ⚖️.

• Use Joining Date basis for personalized leave accrual.

• Use Calendar Year for fixed yearly entitlements.

• Keep leave names clear and consistent — e.g., Annual Leave – Staff vs Annual Leave – Doctors.

• Review settings regularly to ensure compliance with HR updates.