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Table Of Content
What is Leave Entitlement?
Leave Entitlement enables you to assign Leave Types and the corresponding hours to your employees. By doing so, you grant the employees the right to apply for those leave types. In other words, an employee is entitled to take a certain amount of leave hours per year, as specified in their Leave Entitlement.
The Leave Entitlement Tab
You can find the Leave Entitlement tab as follows:
Go to HR > Employees.
Select an employee from the grid.
Click on the Leave Entitlement tab.
You'll see a grid showing the current leave allocation per Leave Type for that employee.
The Leave Type name is in the first column, followed by a Description. Under the Entitlement (hrs) column, you can check how many hours have been assigned to the Leave Type. You can also check the Balance including or excluding pending leave along with any available Remarks.
📋 Important Note!
In most cases, the Leave Entitlement tab is already populated with Leave Types and hours. This is because in Indigo you officially assign Leave Entitlement to your employees by:
Assigning the Leave Entitlement Profile at employee creation, which automatically fills in the Leave Entitlement tab.
Running the Global Leave Entitlement Utility every end of year to update the new Leave Entitlement for the upcoming year.
Shireburn staff usually push the new Leave Types into your Leave Entitlement Profiles (e.g. VAC, SFP, SHP) towards the end of the current year. However, it is your responsibility to officially assign those hours to all your employees using the Global Leave Entitlement Utility.
So, What's the Leave Entitlement Tab for?
You can use it to check an employee's Leave Entitlement or to perform targeted amendments to it, such as manually transferring remaining leave entitlement from an old profile to a new one.
Adding Entitlement Hours to an Employee's Leave Type
To assign new Leave Types to the Employees in the Leave Entitlement tab
Go to HR > Main > Employees.
Click once on the employee you would like to add a Leave Entitlement for.
Click on the Leave Entitlement tab, followed by the ➕ Insert icon.
Click the 🔍 magnifying glass in the first field under Leave type to select one.
Select the desired Leave Type and click Ok in the bottom right to continue.
Once done, you will return to the Leave Entitlements screen in edit mode. Here look for the Entitlement (hrs) column and enter the desired number of hours.
Click on Save ✔️ to commit changes.
Editing an Existing Leave Type's Entitlement
To edit an existing record in the Leave Entitlement tab, highlight the Leave Type in the grid by clicking once on the respective row, and then click the ✏️ Edit button.
Deleting a Leave Type's Entitlement
To delete an existing record in the Leave Entitlement tab, highlight the Leave Type in the grid by clicking once on the respective row, and click the 🗑️ Delete button.
🤔 Remember
If the employee has already requested leave using a specific Leave Type, it won't be possible to delete it from the Leave Entitlement tab.
Related Articles
Assign Leave Entitlement to All Employees
Set Up New Leave Entitlement Profiles
Set Up New Leave Types