Leave Allocation with ERPNext

Leave Allocation: Leave Allocation enables you to allocate a specific number of leaves of a particular type to an employee.

 · 1 min read

Leave Allocation:

Leave Allocation enables you to allocate a specific number of leaves of a particular type to an employee.


To access Leave Allocation,go to:


Home>Human Resources>Leaves>Leave Allocation


1.Prerequisites:


Before Creating a Leave Allocation,it is advisable you create the following documents:

  1. Employee
  2. Leave Type
  3. Leave Period
  4. Leave Policy

2.How to create a Leave Allocation:

  1. Go to Leave Allocation list,click on New.
  2. Select the Employee,Leave Type,From Date and To Date.
  3. Enter the number of New Leaves Allocated for that particular Leave Type.
  4. Save and Submit.Leave Allocation.png



3.Reports:

  1. Employee Leave Balance.
  2. Employee Leave Balance Summary.


Home>Human Resources>Key Reports>Employee Leave Balance 


Employee Leave Balance.png

Home>Human Resources>Key Reports>Employee Leave Balance Summary


summary.png


Thahsin

Functional Consultant at ERPGulf

No comments yet

No comments yet. Start a new discussion.

Add Comment