Replacement credit is credited to an employee's leave (usually annual leave) to compensate for their work on a non-working day (public holidays and weekends). When a replacement credit is awarded, it can be 'Redeemed' as a leave date by the employee.

How can replacement credit be credited into employees' account?

Replacement credit can be credited into the employees' account via 2 methods:

  1. Employee applies for Replacement Credit 
  2. Admin allocates replacement credit

How to enable Employees to Apply for Replacement Credit. 

Admins will need to create a Replacement Credit Policy. A replacement credit policy allows employees to request for replacement leaves. When  requests are approved, it adds the number of days requested to the employees’ leave balance.

To set up a replacement credit policy:

  1. On your admin dashboard, head to the left panel.

  2. Click Leaves > Policies.

  3. Click Create Leave Policy.

  4. Select Replacement Credit..

  5. Click Create Policy.

  6. Fill in the required fields. Refer to the paragraphs below for more details.

  7. Confirm by clicking Confirm. 

  8. Click Leaves > Policies

  9. On the right of the policy, under Status, slide ON.  

  10. Confirm by clicking OK to activate the policy. This will allow employees to view and submit a leave request for this policy.

What to fill in 

Section 1: Policy Information

  1. Edit leave policy name for internal purposes. For example, Replacement Credit  for Contract Staff.
  2. Edit the display name. This is what employees will see. For example, Replacement Credit.
  3. Link this replacement credit policy to a selected leave policy. This is the policy that the employee will receive the credited leave day added to their balance.
  4. Set the max credit earned.
  5. If you require your employees to provide attachments and description, tick the relevant boxes.
  6. Advanced Settings set when the credit expires.

Section 2: Limit

  1. Select No, if employees are allowed to take as many replacement credits as they want.
  2. Select Yes, if there is a limit to the number of replacement credits an employee can take. 
  3. Enter the number of days an employee is allowed to take in a year and select ALL or a specific group of employees that are entitled to this replacement credits policy.

Section 3 : Approval Routing

  1. Select Yes, if you would like to use the default approval routing as set in Leaves > Settings.
  2. Select No, to set specific approval routings.
  3. Click Add Approval Routing.
  4. Choose Group, Select Approval Routing.
  5. Click Confirm.
  6. Repeat this step to add multiple groups of employees.

    Note: Admins must apply one Default approval routings All Employees, and then create default approval routings for Specific Employees or Organisations orJob Bands if needed.

How to Allocate Replacement Credit to your Employees

1. Head to Leaves > Balances

2. Click More Actions for a drop down

3. Select Replacement Credit

4. Admins can select to award Replacment Credits to Selected Employees, Selected Locations, or to All Employees Company Wide.

5. Select the date that employees are working on.

6. Key in the number of days your company decides to credit for the replacement.

7. Select the leave policy your company would like to credit it to.

8. Choose when you would want the replacement credit to expire.

9. Click Confirm

Upon Completion, admins will be able to view this Replacement Credit in Employee Balances Breakdown via the admin dashboard. To view:

  • On your admin dashboard, head to the left panel.

  • Click Leaves and Balances

  • Select View for the employee you wish to view balances

4. Select the leave policy of which the Replacement Credit was Credited to. 

5. You will be able to view the credited day under Entitlement > Replacement Credit 

Note: As the Replacement credit has been credited to the employee's leave balance (adding an extra day to their entitlement) They will just need to apply for AL (or the respective leave policy you had tied the replacement credit to) as usual in order to utilise their Replacement Credit.