• 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:

  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. 
  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.

    Important note: Make sure to add an ALL entry (groups ALL, applied to ALL) to avoid any routing errors.