Touchless Face based secure Attendance
Every organization has its own leave policies. You can setup your entire leave management in Truein leave module as below
If your organization has different leave policies for different categories of staff then follow Step 1.1 and 1.2 else skip it
For e.g Permanent staff is eligible for 12 Casual leaves in 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)
Go to Staff Directory > Edit Staff > Work tab > Update using ‘Staff Category’ Dropdown
Go to Staff Directory > Click on Bulk Edit icon > Download Excel > Update ‘Staff Category’ Column and Upload
Step 2: Define leave types
You can define your company specific leave types like Privilege Leave/Casual Leave/Sick Leave etc.
Please check the link for its setup: https://truein.com/faqs/leaves/how-to-setup-leave-types-2/
Step 3: Define leave policies
You can define leave policies for each leave type like e.g.
– Privilege Leave for permanent staff is 12 per year which will be alloted on monthly basis after staff completes 180 days of service, sandwich rule will be applied, X no. of PL can be carry forward to next year
– Privilege Leave is not entitled for temporary staff and interns
Please check the link for its setup: 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 manually to existing staff one by one or in bulk after leave policies are setup.
Please check the link for its 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