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Set up New Leave Entitlement Profiles
Set up New Leave Entitlement Profiles

Configure & Aggregate Leave & Holidays into Assignable Profiles

Matthew Calleja avatar
Written by Matthew Calleja
Updated over a week ago

What are Leave Entitlement Profiles?

Leave Entitlement Profiles configures and aggregates leave and holidays into profiles. Once configured, Leave Entitlement Profiles can be assigned to employees.


Adding Leave Entitlement Profiles

Leave Entitlement Profiles are configured from Payroll & Leave > Leave > Leave Entitlement Profiles.

To add a profile, click Insert. A new, blank entry will be created ready for you to populate.

  • Code: A unique code for the profile.

  • Description: A description of the Leave Entitlement Profile.

  • Holiday list: Links to the list of holidays applicable to this leave entitlement profile (Holiday list is another support file in Indigo).

  • Holidays Desc.: A description of the holiday list.

Hours

Configure the leave types for the Leave Entitlement Profile being set up, by allocating the available hours for leave.

In this window you can now set the different leave types that the employee can avail of when being assigned from within the employee screen.

  • Leave type: Leave profile code.

  • Leave type description: Select the Leave Type for this profile.

  • Can request this leave: Make leave available to employee

  • Show Balance on Payslip: This will show the leave balance on payslip

  • Show taken on Payslip: This will show the leave taken on payslip

  • Show Entitlement on Payslip: This will show the leave entitlement on payslip

  • Annual leave hours: The number of annual leave hours for this type of leave.

  • Request this leave after number of days: This setting defines the earliest an employee can use specific leave types. For instance, some regulations mandate a waiting period for paid sick leave. In such cases, the payroll administrator would set a waiting period of example 182 days (six months) for both full and half-pay sick leave. The system tracks leave requests and compares them to the employee's start date. If a sick leave request falls within the waiting period, the system prioritizes other leave types for deduction. It checks these types in a specific order until it finds a suitable option. 'Sick No Pay' leave always has the lowest priority.

Editing an Existing Leave Entitlement Profile

To edit an existing profile, highlight the leave entitlement profile by clicking once on the respective row and click the Edit button.

Deleting Leave Entitlement Profiles

To delete an existing profile highlight the leave entitlement profile and click on delete.


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