Follow these steps to set up and manage the Leave Module in HReasily. This checklist will guide you from creating leave types to syncing with payroll and generating reports.
Before you begin: Review your local labor authority’s compliance requirements to ensure your leave types and entitlements meet statutory regulations.
Step 1: Create Leave Types
Define the types of leave available in your company (e.g., annual, sick, maternity).
Click here to learn more.
Step 2: Assign Leave to Employees
Allocate the correct leave entitlements to each employee.
Click here to learn more.
Step 3: Set Up Leave Approvers & Recommenders
Establish approval workflows to ensure leave requests are properly managed.
Click here to learn more.
Step 4: Update Brought Forward / Rollover Leave (Optional)
Carry over any unused leave balances from the previous year into the current year.
Click here to learn more.
Step 5: Update Leave Taken / Applied (Optional)
Record any leave already applied for or taken in the current year to keep balances accurate.
Click here to learn more.
Step 6: Sync Leave with Payroll (Optional)
Ensure approved unpaid leave is reflected correctly in payroll calculations.
Click here to learn more.
Step 7: Generate Leave Reports
Create detailed reports for tracking, auditing, and analysis.
Click here to learn more.
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