Purpose of Adding/Requesting Credit for Replacement Leave in Bulk
The purpose of adding/requesting credit for replacement leave in bulk is to allow HR to efficiently manage leave requests for multiple employees in one application.
For example, if 10 employees worked on non-working days (e.g., weekends or public holidays), HR can add one or two days of credit to their replacement leave. These employees can then use their credited balance of replacement leave on other dates.
Some companies refer to replacement leave as "Off in lieu." This guide also applies to other credit-based leave types.
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NOTE:
The "Credit type," "Credit amount," and "Reference dates" must be the same for all employees requesting the credit. This is necessary for the HR/Admin user to perform the bulk credit request creation on behalf of the employees.
Video Timestamps:
0:22 - Get Started with Leave Management
0:34 - Credit Leave Overview
0:53 - Add/Request Replacement Credit on Behalf of Employees
2:14 - Definition of 'Skip Validation' and 'Skip Approval'
3:01 - Create Addition/Request of Replacement Credit
Steps to Create Multiple Credit Requests in Bulk
To create multiple credit requests for more than one employee at a time (bulk action), follow these steps:
- At HR Lounge, click on the Employee Leave module.
- At the Leave Dashboard, go to Leave Management and click on Credit Leave Overview.
- Click on the +Add Credit icon.
- Select the Credit type from the dropdown.
- Input the information in the Create Multiple Credits pop-up window. Once you have added the information, click on the Create icon to proceed with the bulk credit creation.
a. Credit type (Mandatory): Select the credit type based on the available credit leave types.
b. Employees (Mandatory): Select the employees who are requesting the credit.
c. Credit amount (Mandatory): Input the number of days for the credit request.
d. Reference dates (Mandatory): Pick the reference date(s) for making the request (i.e., the date(s) the employees were working on). You may select a single day or a range of days, as well as full day or half day.
e. Justification message: Input the reason for the credit request.
f. Skip Validation: This option forces the credit creation, thus skipping the credit leave policy rules.
g. Skip Approval: This option processes the credit request as approved, thus skipping the approval workflow.
NOTE:
If both the "Skip Validation" and "Skip Approval" options are selected, the credit request will be automatically created without needing further approval from the assigned approvers.
- Once the credits have been successfully created, a notification will appear in the top right corner.
- Additionally, the credit record will be displayed on the Employee Credit Leave Overview dashboard. To reconfirm the credit request status and view more information, click on the See Details icon.
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