Leave Policies in HRMS

Use the correct employee and company context. HRMS actions and fields are permission-controlled.

1. Open HRMS and select Leave Policies.
2. Search and filter before adding a record to avoid duplicates.
3. Use Add or Edit where available.
4. Complete the required fields and the applicable dates/amounts.
5. Save and reopen the record to verify it.

• Leave Type: Selects which leave type this policy controls.
• Name: Policy name shown in setup and reports.
• Accrual Frequency: Defines when leave balance is credited.
• Accrual Days: Number of days credited each accrual cycle.
• Max Balance Days: Maximum leave balance employee can hold.
• Carry Forward Limit: Maximum days carried to next period.
• Allow Negative Balance: Allows leave approval beyond available balance.
• Allow Encashment: Allows converting leave balance into payout.
• Requires Document: Marks document as required for this leave policy.

Verify the saved employee, period and values. Defines accrual, carry-forward, encashment and document rules for leave types.

For a missing employee or option, check its master record, active status and access. If a date or amount is rejected, correct the indicated field and retry without discarding the draft. Ask HR to confirm payroll/statutory values; do not guess them.

Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.