Leave Entitlement Class

Leave Entitlement Class is under Leave.

The "Leave Entitlement Class" in HRPro is used to define and manage different classes of leave entitlements for employees. Here’s how it’s typically used:

• Define Entitlement Classes: Create the leave policy for annual leave, sick leave, compensation leave, etc.

• Assign Entitlements: Assign each employee to a specific entitlement class based on their role, seniority, or other criteria.

• Set Entitlement Rules: Define rules for how leave entitlements are accrued, used, and carried forward.

• Flexible Options: Choose between different entitlement options, such as entitlement based on the anniversary year or calendar year, and whether entitlements are granted in advance or based on complete years of service.

• Compliance: Ensure that leave entitlements comply with company policies and statutory requirements.

This screen helps HR managers customize leave policies to meet the specific needs of their organization and employees, ensuring fair and transparent leave management.

Leave Entitlement Class is to define the 

• Annual Leave Entitlement Policy 

• Additional Annual Leave Entitlement Policy 

• Full Pay Sick leave Entitlement Policy 

• Compensation Leave Entitlement Policy

• Casual leave Entitlement Policy 

• Rest Day Entitlement Policy

• Auto Annual Leave Forfeiture Policy

You can define multiple Entitlement Classes and each employee can have one entitlement class. 

For the Annual Leave Entitlement policy, you can choose either by Entitled and Released at Anniversary Year, Entitled and Released at Calendar Year or Entitled at Anniversary Year, Released at Calendar Year and in advance or not. 

For Calendar Year and Entitled at Anniversary Year, Released at Calendar Year, you can choose the start date too.

Annual Leave

Leave Year

There are 3 options:

• Entitled and Released at Anniversary Year: When the Leave Year is set to the Anniversary Year, employees will receive their leave entitlement on the date of their anniversary and will be able to use it from the same date.

• Entitled and Released at Calendar Year: When the Leave Year is set to the Calendar Year, employees will have a common leave year starting from a chosen date each year. They will be entitled to the specified number of days in the Entitlement (days) section.

• Entitled at Anniversary Year, Released at Calendar Year: When the Leave Year is set to "Calendar Year (Entitled at Anniversary)," employees will have a common leave year starting from a chosen date each year. They will be entitled to the combined days accrued before and after the anniversary year.

When validating the Annual Balance, based on 

There are 3 options:

• Leave Module Setup: Annual Balance validation is based on the settings configured in the Leave Module. 

• Eligible Balance: Annual Balance validation is based on the Eligible Balance, which represents the amount of leave an employee is entitled to but may not yet have accrued. This balance takes into account the total leave the employee is eligible for, considering factors like tenure and leave policies.

• Actual Balance: Annual Balance validation is based on the Actual Balance, which represents the leave that the employee has already accrued and can take. This balance reflects the real-time amount of leave available to the employee, excluding any future entitlements that have not yet been earned.

Annual Leave Entitlement Release Options

There are 3 options:

• Immediate available: The annual leave entitlement becomes available for use right from the start of employment. There is no waiting period, and annual leave can be taken immediately after joining the company.

• Released after the Probation End Date: The annual leave entitlement is withheld until the successful completion of the probation period. Once the probation period ends, the leave entitlement becomes available for use.

• Release after the first 3 months of service: The annual leave entitlement is withheld for the initial three months of employment. After completing three months of service, the leave entitlement is released, and annual leave can be taken.

In Advance

When selected, the entitlement is granted in advance. This means employees will receive the coming year's entitlement at the beginning of the leave year, whether it’s the join date, anniversary date, or the chosen calendar date each year.

Additional Annual Leave 

If you turn on the Additional Annual Leave Entitlement in the Leave Module Setup, Annual Leave tab, there will be an extra tab for you to fill in. That’s for companies that provide more Annual Leave Entitlement than the Government’s minimum requirement, but want the extra one that has a different entitlement balance.

Full Pay Sick leave 

see Full Pay Sick leave Entitlement for explanation.

Compensation Leave

Com Leave Entitlement Retention Days is to set the Automatic compensation leave expiration. Automatic compensation leave expiration is a policy where unused compensation leave expires after a set period without manual intervention. If employees don’t use their compensation leave within this timeframe, it is forfeited and cannot be carried over. This policy helps organizations manage leave balances efficiently and ensures employees take their leave within the designated period, preventing the accumulation of excessive leave balances.

Com Leave Entitlement Retention Days (set to 0 for no retention): When configured, a negative leave adjustment is generated if the compensation leave is not used within the specified days. The criteria for this are based on the Entitlement Date (i.e. The Adjustment Date of the Compensation Leave Entitlement) and the application date. For example, you can set that an employee must submit the application for compensation leave within 7 days from the OT Date (if the Entitlement Date is the OT Date), failing to do so will result in automatic forfeiture of the leave entitlement. (If you wish to control the date of the leave date taken, it is controlled by the Maximum days between Apply Date and Leave Date option in Leave Type.

Maximum Accumulated Compensation Leave Balance (0 for no limit): It is used to set a cap on the amount of compensation leave an employee can accumulate. This ensures that employees do not exceed a certain limit of compensation leave, which can help manage leave liabilities and ensure fair distribution of leave among employees. The unit for Maximum Accumulated Compensation Leave Balance is either days or hours depending on the options Com Leave Based on Hours (not days) in Leave Module Setup, General tab.

Casual Leave 

When Enable Causal Leave is turned on, Causal Leave is avaialble for this Entitlement Class.

When No Casual Leave Entitlement before Probation End Date is turned on, the Casual leave entitlement starting from join date but become zero until Probation End Date is past.

Rest Day

• If Rest Day Entitlement based on one rest day in every period of seven days is selected, Rest Day Entitlement is round down to integer

• If per month entitlement is select, the Rest Day Entitlement is prorata and round up to integer

Auto Annual Leave Forfeiture

Annual Leave Forfeiture and Additional Annual Leave Forfeiture

When the "Enable first or second Auto Annual Leave Forfeiture" setting is activated, it supersedes the corresponding configuration in the Leave Module Setup. As a result, annual leave or additional annual leave forfeiture will apply to employees in this Leave Entitlement Class. For a detailed explanation, refer to the Leave Module Setup, Annual Leave tab, and the Auto Annual Leave Forfeiture panel.