Leave credit rules
The Credit tab of Leave configuration decides how much of one leave type is credited to employees in one leave group, and when. Open it from Leave group mapping → Proceed to parameter.
Fields
| Field | What it does | Rules |
|---|---|---|
| Credit frequency | How often leave is credited: Monthly (12 periods), Quarterly (4), Half-yearly (2) or Yearly (1). Periods count from the start of the leave year. | Required. |
| Credit value (per period) | Days credited in each period. Select Show more to see every period. Applicable for all periods copies one value to all of them. | Up to 2 decimal places. Not used when credit is based on working days or paid days. |
| Beginning (per period) | Credit at the start of the period. If not ticked, the period is credited at its end. Yearly credit is at the beginning by default. | — |
| Credit round-off method | Rounds the calculated credit to the nearest 0.5 or 0.25 day. Halves round away from zero. | Required. |
| New joinee leave credit rule | How much is credited in the period an employee joins. See below. | Required. |
| Credit after cut-off | Ranges of joining day of the month and the credit for each, used by the cut-off rule. | From and to joining day 0–31; value 0–100. |
| Pro-rata calculation method | Whether pro-rata credit counts from the date of joining or the confirmation date. | — |
| Credit based on working days | Credits leave from the days worked instead of fixed values. | Not available with Yearly frequency or with Beginning. |
| Working days status | The attendance statuses that count as a working day for the option above. | — |
| Conversion factor | Working days (or paid days) needed for one day of leave. | Whole number, not negative. |
| Credit based on paid days | Credits leave from the days paid in payroll for the period. The employee needs an approved salary for the period. | Not available with Yearly frequency. |
| Credit based on request | Leave isn't credited automatically. Use a leave adjust request to credit it. | — |
| Skip auto-credit | Turns off automatic credit for this type. | — |
| Maximum yearly limit | The most leave of this type intended to be credited in a year. | 0–365. |
How automatic credit works
A background job runs every day. For each employee in the group, it checks whether the current period is due:
- Beginning ticked: the period is credited on or after its first day.
- Beginning not ticked: the period is credited on or after its last day.
Each period is credited only once. Credit is recorded in the employee's Leave credit history. Employees who haven't joined by the end of a period get nothing for it; their credit starts from the next period.
Fixed values
The credit is the period's Credit value, adjusted in the joining period by the new joinee rule, then rounded.
Based on working days
Credit = days in the period with a selected Working days status ÷ Conversion factor, then rounded.
Based on paid days
Credit = paid days in the period ÷ Conversion factor (or the paid days themselves if no factor is set), then rounded.
New joinee rules
These apply only in the period the employee joins.
| Rule | Credit in the joining period |
|---|---|
| Pro-rata basis | The period's credit value × days from joining to period end ÷ days in the period. |
| Cut-off basis | The value of the Credit after cut-off range that contains the joining day. If they join after the last range, nothing is credited for that period. |
Worked examples
Monthly credit, pro-rata joiner. Casual Leave is credited 1.5 days monthly at the end of each month, rounded to 0.5. An employee joins on 11 April (30 days). Days from joining to month end: 20.
1.5 × 20 ÷ 30 = 1.0 day credited for April. From May, 1.5 days each month.
Cut-off basis. Ranges: days 1–15 → 1.5, days 16–31 → 0.5. An employee joining on the 20th gets 0.5 days for that month.
Working days. Earned Leave is credited monthly based on working days, with a conversion factor of 20 and round-off 0.25. An employee has 22 days with a working status in the month.
22 ÷ 20 = 1.1, rounded to the nearest 0.25 = 1.0 day.