Introduction
Creating customised leave types is a key feature of effective leave management in any organisation.
uKnowva HRMS makes this task simple for HR professionals and administrators by providing a user-friendly interface where different types of leave policies can be defined and managed.
By adding new leave types, you can ensure that the leave structure aligns with company policies, meets statutory compliance, and accommodates unique organisational needs.
Whether it’s casual leave, sick leave, maternity leave, or any other custom leave type, the platform allows full control over how each leave type functions.
This article guides you through the process of accessing leave settings and adding a new leave type in uKnowva HRMS.
Step 1: Navigating to Leave Type Settings
Start by logging into your uKnowva HRMS account and navigating to the left-hand side menu.
Click on the My Leaves menu to expand the options available to you. Within this list, select the Leave Rules sub-menu.
This will open a new interface where you can view and manage existing leave types.
Step 2: Adding a New Leave Type
To create a new leave type, look towards the top right corner of the Leave Rules page and click on the + Add New Leave Type button.
This action will open a pop-up where you can enter the required details for the new leave type.
You need to specify the leave type name, a short code for easy identification, and a description.
Additionally, the "Total Leaves" field allows you to define the maximum number of leaves allocated for that type.
There are toggle options to mark whether the leave type is paid or unpaid and whether it should be published for users.
The leave type can also be assigned to specific user groups by selecting the applicable groups from the drop-down menu.
Under the Rules section, various settings allow customization of leave allocation and usage.
The allocation method can be set to yearly or monthly, and there is an option to calculate leave on a pro-rata basis.
Minimum and maximum leave limits can be specified, and additional conditions such as the sandwich rule, carry-forward eligibility, and leave encashment can be enabled or disabled using toggle buttons.
Other configurable settings include eligibility criteria based on the number of days an employee has worked, lapse rules for unused leaves, proof requirements, and restrictions on combining leave types.
There is also an option to allow negative leave balances and set a threshold for how many negative leaves can be taken.
Furthermore, administrators can define the maximum number of leaves that can be applied within a particular duration and set restrictions on how often an employee can apply for a specific leave type.
Once all the details are filled in, clicking the Save button will save the new leave type, or click on the Cancel button to exit without saving the changes.
Conclusion
That’s it!
You’ve now successfully added a new leave type in uKnowva HRMS.
By following this process, you ensure that your organisation’s leave management system is both flexible and tailored to its specific requirements.
With these configurations in place, employees will have clear visibility of the leave types available to them, and HR teams can maintain consistency in policy implementation across departments and locations.
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