Cloud Payroll - How to set leave entitlement?: Difference between revisions

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Latest revision as of 07:08, 28 August 2023

Question : Where to set leave entitlement for staff?

For example: Worked less than 2 years entitle for 12 days, more than 2 years and less than 5 years entitle for 16 days and more than 5 years entitle for 20 days.

Answer :

1. Go to Go to Tools> Entitlement Group

2. Click Add New to create new group

3. Key in Title. Example is MANAGEMENT.

4. Click on Select Limited Leave Type, and select AL – Annual Leave.

5. Once leave type is selected, the details will be shown. Click Add Detail to add detail as in example provided..

6. After keying all details, click on Save button.

7. Then go to Employee Maintenance>Employment Detail > Employment Info>Employee Group. Select the newly created group and Save. Now your employee leave entitlement is to follow the new setting.

Prepared by ChenOng 210223, Azirah 210223, P210223
Updated By Azirah 230814, P230825

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@@ Line 1: / Line 1: @@
-'''Question :''' How to set leave entitlement?
+'''Question :''' Where to set leave entitlement for staff?
+<b>For example: </b>
+Worked less than 2 years entitle for 12 days, more than 2 years and less than 5 years entitle for 16 days and more than 5 years entitle for 20 days.
+[[File:Update01_LeaveEntitle_01.png.png|800px]]
 <u><b>Answer :</b></u>
-. Go to <span style='color:red'>Tools > General Maintenance > Employee Group</span>
+. Go to <span style='color:red'>Go to Tools> Entitlement Group</span>
+[[File:Update01_LeaveEntitle_02.png|Update01_LeaveEntitle_02.png]]
+. Click <span style='color:red'>Add New</span> to create new group
+[[File:Update01_LeaveEntitle_03.png|Update01_LeaveEntitle_03.png]]
+. Key in <span style='color:red'>Title</span>. Example is <b>MANAGEMENT.</b>
+[[File:Update01_LeaveEntitle_04.png|800px]]
-[[File:LeaveEntitle_01.png |1000px]]
+. Click on <b><span style='color:red'>Select Limited Leave Type</span></b>, and select <b><span style='color:red'>AL – Annual Leave</span></b>.
+[[File:Update01_LeaveEntitle_05.png|800px]]
-. Click on <span style='color:red'>Add New</span> to create a new group (or you may edit an existing Group)
-[[File:LeaveEntitle_02.png |1000px]]
+. Once leave type is selected, the details will be shown. Click <span style='color:red'>Add Detail</span> to add detail as in example provided..
+[[File:Update01_LeaveEntitle_06.png|800px]]
-. Key in <span style='color:red'>Title, Select AL-Annual Leave, Add Detail</span> and <span style='color:red'>Save</span>.
-<b>For example:</b> Employees who worked not more than 2 years will entitle for 12 days, worked more than 2 years and less than 5 years will entitle for 16 days, and worked more than 5 years will entitle for 20 days.
+. After keying all details, click on <span style='color:red'>Save</span> button.
-[[File:LeaveEntitle_03.png |500px]]
+[[File:Update01_LeaveEntitle_07.png|800px]]
-[[File:LeaveEntitle_04.png |1000px]]
+. Then go to <span style='color:red'>Employee Maintenance>Employment Detail > Employment Info>Employee Group</span>. Select the newly created group and Save. Now your employee leave entitlement is to follow the new setting.
-<i>BF Days indicates number of days (maximum) allowed to carry forward to the following year.</i>
+[[File:Update01_LeaveEntitle_08.png|800px]]
-. Then go to <span style='color:red'>Employee Maintenance > Employment Detail > Employment Info > Employee Group</span>. Assign a leave group to employee and <span style='color:red'>Save</span>.
-[[File:LeaveEntitle_05.png |1000px]]
-Prepared by ChenOng 210223, Azirah 210223, P210223
+<i>Prepared by ChenOng 210223, Azirah 210223, P210223</i>
+<br><b>Updated By Azirah 230814, P230825</b></br>