Introduction
Birthday leave allows employees to take a day off to celebrate their birthday without using their regular leave balance.
In uKnowva HRMS, you can configure a dedicated birthday leave type and define whether employees can use this leave only on their birthday or at any time during their birthday month.
This configuration helps organizations manage birthday leave consistently while ensuring that the system applies the defined eligibility rules automatically.
Step 1: Create the Birthday Leave Type
Before configuring the birthday leave settings, make sure you have created a dedicated Birthday Leave type in your uKnowva HRMS instance.
Set both the Minimum Leaves and Maximum Leaves to 1 to ensure that employees receive one birthday leave. If you need help creating a leave type, followthis tutorial.
Once you have created the Birthday Leave type, you can configure the remaining leave settings according to your organization's leave policy. After completing the configuration, you can link this leave type to the birthday leave settings in the HRM Lite application.
Step 2: Configure the Birthday Leave Settings
After creating the leave type, go to the top-right corner of your uKnowva HRMS instance and click on your profile photo. A list of options will appear. Select uKnowva Configuration to open the configuration page.
From the left-side menu, click on Apps Manager.
Locate the HRM Lite application and open it to access its configuration settings.
Inside the HRM Lite configuration, locate the Date of Birth Field. Select the field that contains the employee's date of birth. This setting allows the system to identify an employee's birthday and apply the birthday leave rules accordingly.
Next, locate the Select the Birthday Leave option and select the leave type that you created specifically for birthday leave. This connects the configured leave type with the employee's birthday.
Step 3: Select When Birthday Leave Can Be Used
Next, configure when employees can use their birthday leave. The system allows you to choose whether the birthday leave should be available only on the employee's birthday or throughout the employee's birthday month.
If you select the birthday-only option, the employee can use the birthday leave only on their actual date of birth. If you select the birthday-month option, the employee can use the birthday leave on any eligible date within their birthday month.
Choose the option that matches your organization's leave policy. Once you have completed the configuration, click the Save button to save the settings.
Conclusion
That's it!
You've now successfully configured birthday leave in uKnowva HRMS.
By creating a dedicated leave type, linking it with the employee's date of birth, and selecting the applicable birthday leave period, you can manage birthday leave according to your organization's policy.
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