The Settings section in the admin portal allows you to configure and manage various aspects related to employee leave management. This section provides a centralized platform to define leave policies, manage leave types, set accrual rules, and handle leave requests.
1. Accessing the Settings Section
To access the Manage Leave Settings section in the OpenScope ERP SAAS admin portal, follow these steps:
- Open your web browser and enter the URL: https://dev.openscope.in/admin/timesheets/setting?group=manage_leave
- Log in to your admin account using your credentials.
- Once logged in, you will be directed to the Manage Leave Settings section automatically.
2. Configuring Leave Policies
In this section, you can configure leave policies that align with your organization’s specific requirements. Some common actions you may perform include:
Leave Types: Define different types of leaves such as vacation, sick leave, personal leave, etc. Specify the name, description, and any additional settings for each leave type.
Accrual Rules: Set up rules for leave accrual based on criteria like employee tenure, employment status, or custom parameters. Define how leave days are accrued over time for each employee.
Leave Balances: Configure the initial leave balances for employees, taking into account factors like carry-over leave days or probationary periods.
3. Managing Leave Requests
The Manage Leave Settings section allows you to manage employee leave requests efficiently. Some common actions you may perform include:
Leave Request Approvals: Define the workflow and approval hierarchy for leave requests. Specify the approvers, their roles, and any necessary steps for leave approval.
Leave Request Notifications: Configure notifications for leave requests to keep employees and managers informed about the status of their requests.
Leave Request Tracking: Monitor and track leave requests to ensure timely processing and accurate records of employee leaves.
4. Leave Entitlement and Balances
In this section, you can set up and manage the entitlement and balances of employee leaves. Some common actions you may perform include:
Leave Entitlement: Specify the annual or periodic leave entitlement for each employee based on their employment agreement, seniority, or other relevant factors.
Leave Balances and Deductions: Track and manage leave balances for employees, including deductions for approved leaves and adjustments for cancelled or rejected leaves.
5. Leave Reports and Analytics
This section may provide access to various reports and analytics related to employee leaves. These reports can help you monitor leave patterns, analyze leave utilization, and gain insights into leave trends within your organization.
6. Saving and Applying Changes
After configuring leave settings, policies, and rules, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the Manage Leave Settings page to save your changes.
