What is 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:
On your admin dashboard, head to the left panel.
Click Leaves > Policies.
Click Create Leave Policy.
Select Replacement Credit..
Click Create Policy.
Fill in the required fields. Refer to the paragraphs below for more details.
Confirm by clicking Confirm.
Click Leaves > Policies.
On the right of the policy, under Status, slide ON.
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
- Edit leave policy name for internal purposes. For example, Replacement Credit for Contract Staff.
- Edit the display name. This is what employees will see. For example, Replacement Credit.
- Link this replacement credit policy to a selected leave policy.
- Set the max credit earned.
- If you require your employees to provide attachments and description, tick the relevant boxes.
- Advanced Settings set when the credit expires.
Section 2: Limit
- Select No, if employees are allowed to take as many replacement credits as they want.
- Select Yes, if there is a limit to the number of replacement credits an employee can take.
- 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
- Select Yes, if you would like to use the default approval routing as set in Leaves > Settings.
- Select No, to set specific approval routings.
- Click Add Approval Routing.
- Choose Group, Select Approval Routing.
- Click Confirm.
- Repeat this step to add multiple groups of employees.
Important note: Make sure to add an ALL entry (groups ALL, applied to ALL) to avoid any routing errors.