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Update leaves settings

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This article is for Owners and admins of SMEs who use Humanised

Overview

  • Set up leave policies and calculation preferences

Step 1 – Go to company settings

Go to the last section on your left-hand navigation panel, this is the settings section. Click on “company settings”

Step 2 – Make sure payroll policies are properly updated

Go through the steps of this support article “Update your payroll policies”

Step 3 - Update your leaves settings

1. Typical working hours (from/to)

These are optional fields. Only gets considered in time attendance management

2. Working hours

Filling in the start and end time is optional, and it does not get involved in any calculations. But the following details are mandatory

3. No.of working hours per day

 This is what you consider for calculation purposes. Typical it will be 8 hours per day

4. No.of working days per month

 This is also for calculation purposes. There are 3 option you can choose from.

  • Fixed - You can use a fixed no.of days each month
  • Calendar – Your no.of days for the month will be the same as the no.of calendar days in each month.
  • Variable – This is if you decide that you want a different count each month. If you choose this option add the number of days every time you create a payrun
Working hours
Figure 1 - Working hours

5. Preferred input format

 When uploading no pay or Overtime times for the month. You can choose between two input formats

  • Days and hours – If you select this option, your input will be in days and hours. So an input like 1.5 would mean I day 5 hours
  • Days and half days – if you select this option, your input will be in days and half days. So an input like 1.5 would mean one and a half days
  • Decimal inputs - if you select this option, your input will be considered as a decimal number. So, an input like 1.25 would mean one day and a quarter of a day
Prefered input format
Figure 2 - Preferred input format

Step 4 - Custom leave balance

You can customize your leave allocation with this setting.

  • Full time - please note that you cannot reduce the annual and casual leave allowance for full-time employees beyond 14 and 7 days respectively. This doesn’t affect full time sick leaves they can be reduced to even zero. You can increase the leave amounts if you wish to do so for annual, casual leave and sick leaves.
  • Probationary - probationary sick leaves, those can be reduced to even zero.
Custom leave balance
Figure 3 - Custom leave balance

Step 5 - Annual leave reset

You can set up the date on which you want your leaves for the year to be reset. The best practice is to reset your leaves on January 1st. If so, set the leave reset date to “01-01”

Custom leave balance
Figure 4 - Annual leave reset

Step 6 - Integrate leaves with payroll

You can use the leave feature in humanised to log no pay leaves too. Switch on this toggle and add those no pay leaves to the respective payrun. The system will figure out the paycycle the no pay leave belongs to and add the no pay amount to the correct payrun.

1. Include leave calculation in payroll

this is to make sure duplicate data doesn’t get into the system.

  • Leave in system – Choose whether you want to use no pay leaves from the leave management feature in the system
  • Bulk file upload – Choose whether you want to use attendance data from bulk file for payroll (CSV)

2. Display leave information in payslip

By switching this one you can display existing leave balances in your leave management feature in the payslip

Integrate leaves to payroll
Figure 5 - Integrate leaves to payroll

Step 7 - Public holidays calendar

Every calendar year as January 1st roles around the holiday calendar gets updated with the official calendar for the year. This calendar will then notify you and your users about any public holidays when you are applying for leaves. However, you can adjust for these public holidays. You can remove the holidays that are not applicable to your organization and add any holidays that are missing in the existing calendar.

Public Holidays
Figure 6 - Public Holidays

What's next?:

Update your time attendance settings

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