How to setup Leave Balances, Policy, and Holidays?

How to setup Leave Balances, Policy, and Holidays?


Click on ‘My Team’ and under that, you will find ‘Leave Balances & Policy’.


Let’s set up the leave policy first.


  1. Click on > ‘Leave Policy’ and further click on > ‘Update Leave Policy’.


  1. Under this, you will find two different options under Select Leave Cycle for Monthly or Yearly.

  1. Monthly means, you are providing leaves every month

  2. Yearly means, you are providing leaves every year



  1. Add the number of leaves to the leaves type (Casual Leave, Privileged Leave, Sick Leave)


  1. Now you will be getting these two options Allowed Leaves and Carry-forward Leaves.

  1. Allowed Leaves are basically, the number of leaves you are providing to your employee (Monthly or Yearly) 

  2. Carry-forward Leaves are basically, the number of unused leaves that can be added to the next month or year


      5. Add leaves according to your company policy

​

    • Related Articles

    • How to setup Penalty & Overtime?

      Introduction Learn how to manage Penalty & Overtime policies effortlessly in SalaryBox. Let's explore each feature step by step. Step 1: Early Leaving Policy Navigate to 'Penalty & Overtime' under the 'My Team' option. Select the employee's name to ...

    • How to setup the Employee's Salary?

      Introduction With SalaryBox, establishing the salary cycle is straightforward. Moreover, configuring salary heads, including adding various allowances, defining employer contribution categories, and specifying deduction categories, is now efficiently ...

    • How to setup the Shift(s)?

      Marking the attendance of staff is made simple with our streamlined process and useful customizations. Let's review each step to ensure the highest traceability and accuracy in attendance. 1) Shifts Setup We are introducing our revolutionary shift ...

    • How to setup the Payroll?

      Introduction Salary is a fixed amount of money or compensation paid to an employee by an employer in return for the work performed. Payroll involves the administration of financial records for employees' salaries, including base pay, overtime, ...

    • Explore the Company Level Settings

      Company Level Settings provide a comprehensive and centralized way to configure various parameters that apply across your entire organization. This feature allows you to efficiently implement and manage company-wide settings, ensuring consistency and ...