LeaveType
To add "leave type" details, follow the steps below:
- After logging in to the Company Main menu, go to Masters > LeaveType
- The LeaveType entry form will open. Fill in the details as follows:
- Code – System-generated or manually entered unique code for the leave type – press F4 to search or select existing.
- Description – Full name or description of the leave type (e.g., CL, PL, SL, EL) – press F4 to pick from predefined list.
- Allowed Leave – Enter the number of leaves allowed per month or period.
- Maximum Leave – Set the upper limit of leaves that can be accumulated.
- Is Transferable – Tick if unused leaves can be carried forward to the next period.
- Is Encashable – Tick if leaves can be encashed (paid out in money).
- Status – Tick if the leave type is Inactive – leave unticked for active use.
- Notes – Press F4 or click the help/search icon to add any relevant remarks or policy info.
- Once all the details have been entered, click on Save button. Your LeaveType account will be created.
- New button will be activated. To create another LeaveType account, click on New button and start again with steps mentioned above.
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