How to Create a Leave Types in Horilla HRMS [2024]

Efficient leave management is a crucial part of human resource operations. For any organization, managing employee leave can be complex, particularly if there isn’t a robust system in place. One of the fundamental aspects of HR software is the ability to create and assign leave types to employees. Understanding why this is important can significantly enhance HR efficiency, ensure compliance, and improve employee satisfaction.

• Streamlined Leave Management

HR software allows for the categorization of different types of leaves, such as vacation leave, sick leave, maternity/paternity leave, and unpaid leave. By defining specific leave types, companies can streamline their management processes. Employees can easily request the appropriate type of leave, reducing errors and miscommunications. Assigning these leave types ensures that employees are aware of their leave entitlements and can access the correct options based on their roles, tenure, and other criteria.

• Customized Leave Policies

Every organization has unique leave policies, and HR software allows for the customization of these policies. By creating various leave types and assigning them to employees, companies can implement their specific rules regarding leave accruals, carryovers, and eligibility criteria. For example, senior employees may have access to more leave days or different types of leave compared to new hires. Such customization allows the company to adhere to its internal policies while maintaining transparency across the workforce.

• Enhancing Employee Experience

From an employee perspective, having clarity on available leave options and entitlements is essential. When leave types are well-defined and assigned through HR software, employees can easily understand what is available to them and how to request it. This transparency not only builds trust but also reduces the administrative burden on HR teams, as employees can manage their leave requests without needing constant back-and-forth communication. A seamless and user-friendly process enhances the overall employee experience, contributing to higher job satisfaction and morale.

In Horilla HRMS, the admin can easily manage leave types and assign them to employees with minimal effort. The platform is designed with user-friendly features that streamline HR processes and reduce the complexity of managing leave policies.

Easy Leave Type Creation – With Horilla HRMS, admins can quickly set up different leave types according to the organization’s policies. Whether it’s annual leave, sick leave, or any custom leave category, the software allows for straightforward configuration with just a few clicks.

This is the leave type main view. Admin can find the view by clicking the Leave type submenu (marked as 2) under the main menu Leave (marked as 1). We have the card view of every leave type and have a detailed view by clicking the card. We have the three-dot option for editing, deleting, and assigning to employees from the same page of the leave type view.

Now we can check how to create the leave type, At the right corner there is a create button, and the form will appear while clicking that create button.

This is the form for creating a leave type. Here, we can see so many options; let’s go through the form.

The first field is the name of the leave type; we can choose an icon and color for the leave type. We have paid and unpaid leave types that we can set in the next field. How many days are available in the leave type can be mentioned in the following field named total field.

Next, there is a toggle button named Reset, if it is enabled, two more extra fields will appear: Reset Period and Carryforward Type. The reset Period can be set as Yearly, Monthly, and Weekly, which is the time at which the leave type should be reset. The leave type can have a carryforward option, with the choice to carry forward leave with an expiration. You can also set an expiration date or specify the number of days until it expires.

Below, there are some more toggle buttons,

Require Approval – Enable this button if leave requests for this type need approval.

Require Attachment – Enable this field if a leave request for this type needs an attachment.

Exclude Company Holidays – If we enable the field, this leave type will exclude the company holidays, which means the leave type created using the leave type will not count the company holidays.

Eg: If we enable the field and request leave, during the company leave days the requested days will be calculated by excluding the company leave days.

Exclude Holidays – It works almost the same as the above. Here, the leave request will exclude the holidays that are added to our software.

Is Encashable – This feature is for making the leave type encashable. If any leaves are available can use it in the payroll section for encashment.

Once all the fields and options are set according to your organization’s policy, click the Save or Create button. Your new leave type is now ready for use, and it can be easily assigned to employees from the same interface.

Conclusion

Horilla HRMS makes creating and managing leave types simple and efficient, allowing organizations to customize leave policies according to their unique needs. The platform’s intuitive design and user-friendly features streamline the entire leave management process, from defining leave types to assigning them to employees. With its flexible options and automation capabilities, Horilla HRMS not only reduces administrative burden but also ensures compliance and enhances the overall employee experience. For businesses looking to improve their HR operations, Horilla HRMS offers an effective solution for effortless leave management.