How do I configure different leave types in Bharat Payroll?

Go to the Leave Management module, select Leave Types, and customise each leave type based on policy requirements, including accrual, balance, and expiration settings.

Can Bharat Payroll automate leave approval workflows?

Yes, Bharat Payroll supports both automatic and manual leave approval workflows. Configure these workflows to suit your organisational needs for each leave type.

How does Bharat Payroll integrate leave types with payroll?

Leave balances and entitlements are integrated with payroll, ensuring accurate leave-related deductions and pay adjustments.

Can I set up specific leave balances and accruals for new hires?

Yes, Bharat Payroll allows you to configure specific leave balances for new employees, taking probation periods and hire dates into account.

How can I prevent leave requests beyond available balances?

Use the Leave Restrictions feature to limit leave requests based on available balances, ensuring employees only apply for available leave.

Leave Configuration Guide & Setup

Name: Leave Configuration
Brand: Bharat Payroll
Rating: 4.2 (34 reviews)

Key Features of Bharat Payroll Leave Management

Flexible Leave Configuration

Bharat Payroll offers complete control over leave configuration. Set up leave types like - Privileged Leave, Additional Leaves, Annual Leave, Sick Leave, and Compensatory Leave, and adjust configurations to fit business rules.

Leave Types : Describe various leave types ( Privileged Leave, Maternity Leave, Comp off or custom leaves).
Leave Periods : Customise leave periods by defining start dates, end dates, and expiration.
Accruals and Balances : Automate accruals to ensure accurate tracking for each employee.

Efficient Leave Approval Workflow

With Bharat Payroll, you can configure leave approval workflows for streamlined management. Choose between automatic or manual approvals to match each department’s workflow.

Automatic Approvals : Define rules for auto-approvals for specific leave types.
Managerial Approvals : Enable manual approvals, allowing managers to review leave requests for compliance.
Delegation and Notifications : Automatically notify employees and supervisors for efficient workflow management.

Extensive Leave Management System

The Bharat Payroll Leave Management System can incorporate all aspects of leave management, including policy, compliance, entitlements, and payroll deductions.

Entitlements : Assign leave quotas based on employee role, tenure, or specific policies.
Balances and Accruals : Track leave balances in real-time, so employees know their available leave.
Custom Leave Types : Configure unique leave types, such as Experience-Based or Quarter-Day Leave.

Seamless Integration with Payroll

Linking leave data to payroll is simplified in Bharat Payroll. Leave balances and entitlements are reflected accurately in payroll calculations, ensuring error-free pay processing.

Deductions for Unpaid Leave : Automatically deduct unpaid leave from payroll.
Balance Transfers : Enable carry forward or lapse of balances at the end of the leave year.
Customisable Pay Rate : Set pay multipliers for holidays or specific leave types, ensuring accurate financial records.

Employee-Friendly Self-Service Portal

With Bharat Payroll’s self-service portal, employees can request leave, view balances, and track approvals directly, reducing administrative load and increasing transparency.

How Bharat Payroll Benefits Your Organisation

Increased Compliance

Maintain policy adherence with configurable rules.

Enhanced Productivity

Streamline leave processing with automated workflows and clear leave visibility.

Actionable Insights

Generate reports to identify leave patterns, and make data-driven decisions.

Employee Satisfaction

Empower employees to manage their leave effectively while minimising approval delays.

Precise & Accurate

Reduce manual errors with automation and real-time integration of payroll and leave credits.

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Leave Configuration Setup in Bharat Payroll

Step 1: Access Leave Management

Check Navigate to Leave Management on the Bharat Payroll dashboard.

Check Select Leave Rules to configure, view, or modify existing leave settings.

Creating a New Leave Rule

1.1 Define Leave Type and Entitlements :
Select Create Rule and choose a name that describes the leave type (e.g., Annual Leave, Sick Leave).

Set parameters:
- Leave Type (Privileged Leave, Comp off, or other categories).
- Entitlement Period (annual, monthly, or as per policy).
- Accrual Rate – Decide on a monthly or yearly accrual, based on organisational requirements.
- Carryover Policy – Configure the maximum balance employees can carry over to the next period.

1.2 Customising Leave Eligibility and Restrictions :
Set eligibility criteria, such as minimum employment duration or department-specific leave entitlements.

Define restrictions like minimum notice period and blackout dates to ensure operational continuity.

Step 2: Assign Leave Rules to Employees

2.1 Individual Assignments
For single-employee assignments, go to the Assign Leave Rules section.

Select an employee and assign the relevant leave rule from a dropdown.

2.2 Bulk Assignment
For multiple employees, use the Bulk Assign feature.

Choose the rule and assign it across departments, designations, or location-based groups.

Step 3: Approving and Managing Leave Requests

3.1 Leave Approval Process
Navigate to Leave Approvals to review pending requests.

Select requests to Approve or Reject, ensuring alignment with company policies.

3.2 Multi-Leave Approvals
The bulk approval feature allows for streamlined processing, making it easy for managers to handle high volumes of leave requests efficiently.

Leave Encashment and Balance Management

Set Up Accrual Policies

Configure the Accrual Period based on the leave type (monthly, quarterly, or annually).

Decide on options such as:
- Beginning or End of Accrual Period – Allow employees to take leave at the start or end of a defined period.
- Carry Forward Limits – Specify maximum carryover days, if applicable.

Manage Employee Leave Balance

Access Employee Leave Balance under Leave Management to view and manage individual balances.

Options for exporting and importing leave balance data streamline bulk updates or adjustments.

Reporting and Analytics

Use the Leave Balance Report to monitor accrued balances, usage, and trends.

Additional reports such as the Leave Taken Report and Loss of Pay (LOP) Report provide insights into leave utilisation and payroll impacts.

Advanced Leave Configuration Features

Configure Holidays and Workweeks

Under Master Setup, define holidays and workweeks, enabling employees to align their leave requests with company holidays.

Customise shifts or alternative workdays for specific departments or roles.

Customise Leave Notifications and Alerts

Set automated alerts for managers to review leave applications promptly, and notify employees of approved or rejected leave applications.

Setting Up Probation and New Joinee Rules

Enable probationary rules to restrict leave during the initial employment period.

Configure leave accumulation rates or entitlements, especially for new joiners.

Frequently Asked Questions

How do I configure different leave types in Bharat Payroll?

Go to the Leave Management module, select Leave Types, and customise each leave type based on policy requirements, including accrual, balance, and expiration settings.
Can Bharat Payroll automate leave approval workflows?

Yes, Bharat Payroll supports both automatic and manual leave approval workflows. Configure these workflows to suit your organisational needs for each leave type.
How does Bharat Payroll integrate leave types with payroll?

Leave balances and entitlements are integrated with payroll, ensuring accurate leave-related deductions and pay adjustments.
Can I set up specific leave balances and accruals for new hires?

Yes, Bharat Payroll allows you to configure specific leave balances for new employees, taking probation periods and hire dates into account.
How can I prevent leave requests beyond available balances?

Use the Leave Restrictions feature to limit leave requests based on available balances, ensuring employees only apply for available leave.

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Leave Configuration Guide for Bharat Payroll