STEP 1: Select "Leaves Type Settings" to Manage Leave Types

• Click on the "Leaves Type Settings" tab to access the configuration options for various leave types.
• Here, you can view existing leave types, their allotments, and limits.
• To add a new leave type, click the "+ Add New Leave Type" button located at the top right of the screen.
• You can edit or delete existing leave types by selecting the corresponding options next to each entry in the list.
• Ensure to review the leave type details, such as the number of leaves and monthly limits, to maintain accurate records.

STEP 2: Click "Add New LeaveType" to Create a New Leave Category

• Locate the "Add New LeaveType" button at the top of the Leaves Type Settings section.

• Click on this button to initiate the process of adding a new leave type.

• A form will appear where you can input details for the new leave type, including:

  • Leave Type Name: Enter the name of the leave type you wish to create.
  • Leave Allotment: Specify the number of leaves allocated for this type.
  • Monthly Limit: Set any monthly limits if applicable.

• After filling in the required fields, ensure to review your entries for accuracy before saving.

STEP 3: Select the "General" Tab to Configure Leave Type

• Click on the "General" tab to access the leave type configuration settings.
• In this section, you will see several input fields:
  • Leave Type: Enter the name of the leave type (e.g., Sick, Casual).
  • Leave Allotment Type: Choose the allotment type from the dropdown (default is Monthly Leave Type).
  • No of Monthly Leaves: Specify the number of leaves allowed per month.
  • Color Code: Input a color code for visual identification (e.g., #16813D).
• Ensure all required fields are filled out accurately before proceeding to the next step.

STEP 5: Select the "Entitlement" Tab to Configure Leave Settings

• Click on the "Entitlement" tab to access leave configuration options.
• In the "Effective After" section, specify the duration (in days) after which the leave will be applicable from the date of joining.
• Choose how unused leaves should be handled from the "Unused Leaves" dropdown; options may include "Carry Forward" or other policies.
• Ensure all selections are checked for proper application in the system.
• Review your entries before proceeding to the next tab for further configurations.

STEP 7: Select the "Applicability" Tab to Define Leave Type Criteria

• Click on the "Applicability" tab to access the relevant fields for defining the criteria for the leave type.
• In this section, you will find several input fields:
  • Gender: Select from options like Male, Female, or Others.
  • Marital Status: Choose from options such as Single, Married, Widower, etc.
  • Designation: Specify the job title, e.g., Executive Assistant, PHP Developer.
  • User Role: Indicate the role, such as App Administrator or Employee.
• Ensure all required fields marked with an asterisk (*) are filled out before proceeding.

STEP 8: Click "Save" to Confirm Your Changes

• After filling out the required fields, including Status and Department, ensure all information is accurate.
• Locate the Save button at the bottom right of the form.
• Click on the Save button to confirm and store your changes.
• A confirmation message may appear, indicating that your information has been successfully saved.
• If you need to make further adjustments, you can return to the form, modify the entries, and click Save again.

This action ensures that your updates are recorded in the system.