Leave Encashment Flow

This document explains the steps to be followed to enable leave encashment, apply for leave encashment, approve leave encashment, add payroll component, generate payroll and view calculated encashment amount. Once leaves are encashed, the leave balance will adjust automatically to reflect the updated number.

The article is broken into four sections, corresponding to actions to be taken by different roles including Admin, User, Manager and HR

1. Admin Actions

Step 1: Click on Master Configuration on HRMS dashboard. Navigate to Integration with Deskera Applications and make sure eLeave Integration is ticket. Fig. 3.5.2.1.1 Master Configuration

Fig. 3.5.2.1.2 Eleave Integration

Step 2: On the eLeave Dashboard, click on Manage Leave Type link under Leave Status.Fig. 3.5.2.1.3 Manage Leave Type

Step 3: Scroll horizontally to view Encashable Leave Type column and tick the checkboxes below this column. Then click Submit.Fig. 3.5.2.1.4 Manage Leave Type

Step 4: On HRMS dashboard, go to User Administration, Select User and go to Assign Payroll Settings and set Leave Manager (for approval of leave encashment).Fig. 3.5.2.1.5 User Administration

Fig. 3.5.2.1.6 Assign Leave Manager

Fig. 3.5.2.1.7 Assign Leave Manager

2. User Actions

Step 1: Click on Apply for Leave Encashment icon on the dashboard. Leave Encashment pop-up window will open. Enter the details and click Submit. The application is submitted to the user’s assigned manager for leaves.Fig. 3.5.2.1.8 Leave Encashment

Fig. 3.5.2.1.9 Leave Encashment

3. Approving Manager Actions

Step 1: Click on Approve Leave Encashment icon on the dashboard.Fig. 3.5.2.1.10 Approve Leave Encashment

Step 2: Select the required record and click Approve Leave Encashment. An alert message will be displayed. Click on Yes to proceed. Fig. 3.5.2.1.11 Approve Leave Encashment

Fig. 3.5.2.1.12 Approve Leave Encashment

Step 3: Select the Status as Approved. The Leave Encashment request will be displayed with the Status having changed to Approved.Fig. 3.5.2.1.13 Approve Leave Encashment

4. HR (Payroll Processor)

Follow the payroll generation process as usual. In Entered status, select the desired record and click Review Details. Details will open. View the calculated encashment amount. Processing the salary as usual will result in the Leave Encashment component being a part of the processed salary of the employee.Fig. 3.5.2.1.14 Leave Encashment

Fig. 3.5.2.1.15 Approve Leave Encashment