Leave Allocation enables you to allocate a specific number of leaves of a particular type to an Employee.

To access Leave Allocation, go to:

Home > Human Capital > Leaves > Leave Allocation

1. Prerequisites

Before creating a Leave Allocation, it is advisable you create the following documents:

• Employee
• Leave Type
• Leave Period
• Leave Policy

2. How to create a Leave Allocation

1. Go to Leave Allocation list, click on New.
2. Select the Employee, Leave Type, From Date and To Date.
3. Enter the number of New Leaves Allocated for that particular Leave Type.
4. Save and Submit.

Note: Enable the 'Add unused leaves from previous allocations' option in case you want to carry forward unused leaves from the previous allocation period for this particular Leave Type.

2.1 Allocating Leaves through Leave Policy Assignmenet

Once Leave policy assignement is submitted, the leaves will be automatically allocated to the selected Employees based on the Leave Policy set in their Employee master. You can check the newly allocated leaves in the Leave Allocation list.