Time & Attendance for Contractual and Distributed Staff
Every organization has its leave types and leave policies. You can set up your entire leave management in the Truein leave module.
If your organization has different leave policies for different categories of staff, then follow steps 1.1 and 1.2; else, skip these steps.
E.g., Permanent staff is eligible for 12 casual leaves a year; Intern staff is eligible for 6 casual leaves, and Temporary staff is not eligible for any casual leave.
Step 1.1: Setup Categories (Optional)
Step 1.2: Assign Categories to Staff (Optional)
Assign One by One via Edit:
Web Dashboard: Staff Directory > Action Column > Click Edit > Work tab > Update using ‘Staff Category’ dropdown
Bulk Assign via Bulk Edit
Web Dashboard: Staff Directory > Click Bulk/Edit icon > Click Bulk edit- Existing Staff > Select ‘Click Here’ to download the excel sheet of the existing staff > Update ‘Staff Category’ Column > Click Save > Click Upload
Step 2: Define Leave Types
You can define company-specific leave types such as Privilege Leave/Casual Leave/Sick Leave etc.
Please check the following link for setting up the leave types: https://truein.com/faqs/leaves/how-to-setup-leave-types-2/
Step 3: Define Leave Policies
You can define the leave policies for each leave type. E.g.,
Please check the following link for setting up the leave policies: https://truein.com/faqs/leaves/how-to-setup-leave-policies/
Step 4: Allot Leave Balance to Staff
4.1 For Existing Staff in Truein (before leave policy is setup):
Allot/Grant leaves to existing staff one by one or in bulk after leave policies are set up.
Please check the following link for the setup: https://truein.com/faqs/leaves/how-to-allot-or-grant-leaves-to-employees-2/
4.2 For New Staff Added (after leave policy is setup):
Leave will be auto-assigned based on the leave policy. Admin can manually update it as mentioned in step 4.1.