How to Assign Leave Types to Employees in Horilla HRMS
In Horilla HRMS, assigning employee leave types is a crucial component of managing employee time off by company policies. Leave types are predefined categories of leave, such as annual leave, sick leave, maternity leave, or any other specific types of leave that a company recognizes. These leave types are created based on the organization’s policies and legal requirements.
Once these leave types are established, they are assigned to employees, ensuring that each employee has access to the appropriate kinds of leave according to their role, tenure, and other relevant factors. The assignment of leave types allows employees to apply for leave based on what is available to them in each category. For instance, an employee may have a certain number of days allotted for sick leave and a different number for annual leave.
The leave assignment process ensures that employees know their available leave balances and can plan their time off accordingly. It also helps the organization maintain control over leave management, ensuring that leave is granted in a fair and organized manner, consistent with company policies and operational needs. This system promotes transparency and efficiency in leave administration, benefiting both employees and the organization.
Managing employee leave types efficiently is crucial for ensuring smooth operations in any organization. Horilla HRMS, a versatile HR management tool, offers two distinct methods for assigning leave types to employees. This guide will elaborate on these methods, providing a detailed walkthrough to help you understand and utilize these features effectively.
To read more about creating a leave request self by an employee in Horilla HRMS, refer to our blog How to Create a Leave Request Self by an Employee in Horilla HRMS
Method 1: Assigning Leave Types via the Leave Menu
The first method to assign leave types involves using the “Leave Types” option within the Leave menu. This approach is straightforward and visually oriented, allowing users to easily manage leave types.
Step 1: Navigating to the Leave Types
To begin, navigate to the Leave menu from the main dashboard of Horilla HRMS. Once in the Leave menu, select the “Leave Types” option. This section displays all the leave types that have been created within the system. These leave types are presented in a card view, making it easy to identify and select the specific leave type you wish to assign.
Step 2: Accessing the Assign Feature
Each leave type is displayed as a card, and in the top right corner of every card, there is a three-dot menu. Clicking on these three dots reveals a dropdown menu with several options. The first option you will see is “Assign Leave.” This feature is crucial as it allows you to assign the selected leave type to multiple employees at once.
Step 3: Assigning the Leave Type
Upon clicking the “Assign Leave” option, a modal window will pop up. This modal contains a many-to-many field where you can select multiple employees to assign the leave type. This feature is particularly useful for assigning leave types to a large number of employees simultaneously.
To assign the leave type, simply select the employees from the list provided. Once you have made your selections, click the “Apply” button. The system will then assign the selected leave type to the chosen employees, updating their leave records accordingly.
Method 2: Assigning Leave Types via the Assigned Leaves Section
The second method for assigning leave types is through the “Assigned Leaves” section within the Leave menu. This method offers a list view of all employees and their assigned leave types, providing a more detailed overview and control.
Step 1: Navigating to Assigned Leaves
Begin by navigating to the Leave menu, similar to the first method. However, instead of selecting “Leave Types,” you will choose the “Assigned Leaves” option. This section lists all employees along with the leave types that have been assigned to them, displayed in a list view.
Step 2: Initiating a New Leave Type Assignment
To assign a new leave type to an employee, click the “Assign” button located in the top right corner of the Assigned Leaves section. This action opens a modal window, where you can manage the leave type assignments.
Step 3: Selecting Leave Types and Employees
Within the modal, you will see two many-to-many fields: one for selecting the leave types and another for selecting the employees. This setup allows you to assign multiple leave types to multiple employees simultaneously, making it a flexible and powerful tool for managing leave assignments.
Step 4: Applying the Assignments
After selecting the appropriate leave types and employees, click the “save” button to finalize the assignment. The system will update the leave records for the selected employees, reflecting the newly assigned leave types.
To read more about managing leave allocation requests in Horilla HR Software, refer to our blog How to Manage Leave Allocation Requests in Horilla HR Software
Conclusion
Effective leave management is a critical aspect of human resource management. Horilla’s dual approach to assigning leave types—through the Leave Types card view and the Assigned Leaves list view—offers organizations the tools they need to manage this process efficiently. Whether you prefer a visual approach with the Leave Types method or a more detailed overview with the Assigned Leaves method, Horilla HRMS provides the flexibility and functionality to meet your organization’s needs. By following the steps outlined in this guide, you can ensure that your employees’ leave types are assigned accurately and efficiently, contributing to a well-organized HR system.
