Creating New Leave Type

Learn how to create and configure custom leave types in the TankhaPay Business Portal to align your leave policies with your organization's requirements. In this video, You'll learn how to:

Access the Leave Type section in the Leave Management module
Create new leave types with custom leave codes and names
Configure paid and unpaid leave categories
Define leave entitlements and eligibility rules
Enable or restrict half-day leaves
Set joining date restrictions for leave eligibility
Exclude weekly offs and holidays from leave calculations
Configure past and future leave request restrictions
Save and apply custom leave policies across your organization

With TankhaPay's Leave Management module, businesses can build flexible, policy-driven leave structures that improve compliance, streamline leave administration, and provide a consistent experience for employees. Whether you're managing standard leave types or creating organization-specific policies

Overview Video

Overview Video

Step-by-Step Tutorial Guide

Step 1: Open the Leave Type Module

Log in to the TankhaPay Business Portal.
From the left-side navigation menu, click on Leave Management.
Select Leave Type.

The Leave Type page displays all existing leave categories configured in the system.

Step 2: View Existing Leave Types

Review the list of available leave types.
The table may display details such as:
- Leave Name
- Leave Code
- Leave Category
- Applicable Employees
- Status
Use the search option to locate a specific leave type if required.

This helps administrators manage all leave categories from one place.

Step 3: Create a New Leave Type

Click on Add Leave Type or Create New Leave Type.
The New Leave Type form opens.

This form is used to configure a new leave category.

Step 4: Enter Basic Leave Details

Fill in the required information, including:

Leave Name
Leave Code
Description (if applicable)

Examples include:

Casual Leave (CL)
Sick Leave (SL)
Earned Leave (EL)
Maternity Leave
Paternity Leave
Compensatory Off (CO)

Using meaningful names makes leave policies easier to manage.

Step 5: Select the Leave Category

Choose the appropriate leave category.
Depending on your organization's configuration, categories may include:
- Paid Leave
- Unpaid Leave
- Comp-Off
- Restricted Holiday
- Special Leave

The selected category determines how the leave is processed during payroll and attendance calculations.

Step 6: Configure Leave Applicability

Select which employees can use this leave type.
Applicability may be based on:
- All Employees
- Department
- Designation
- Employment Type
- Gender
- Location or Branch

This allows organizations to create leave policies for specific employee groups.

Step 7: Configure Leave Rules

Define the leave policy for the selected leave type.

Settings may include:

Maximum Leave Balance
Minimum Leave Balance
Leave Accrual Method
Carry Forward Eligibility
Leave Encashment
Half-Day Leave Allowed
Negative Leave Allowed

These settings determine how the leave behaves throughout the leave cycle.

Step 8: Configure Supporting Options

If applicable, configure additional settings such as:

Supporting document required
Medical certificate required
Reason mandatory
Manager approval required
Notice period restrictions

These options help enforce organization-specific leave policies.

Step 9: Set the Leave Status

Choose whether the leave type should be:
- Active
- Inactive

Only active leave types will be available for employee leave applications.

Step 10: Save the Leave Type

Review all configured information:
- Leave Name
- Leave Code
- Category
- Applicability
- Leave Rules
- Status
Click Save.

The new leave type is successfully added to the system.

Step 11: Verify the Leave Type

Return to the Leave Type list.
Locate the newly created leave type.
Verify:
- Leave Name
- Leave Code
- Status
- Applicability

This confirms that the leave type has been created successfully.

Step 12: Edit or Manage Leave Types

From the Leave Type page, administrators can:

View leave details
Edit existing leave types
Activate or deactivate leave types
Update leave rules
Modify employee applicability

Regular updates ensure leave policies remain aligned with organizational requirements.

Key Benefits of the Leave Type Module

Centralized leave policy management
Flexible leave configuration
Employee-specific leave applicability
Automated leave rule enforcement
Better attendance and payroll integration
Simplified leave administration
Improved compliance with organizational policies

End of Tutorial

You have successfully learned how to create and manage Leave Types in the TankhaPay Business Portal. Properly configured leave types help organizations standardize leave policies, automate leave processing, and ensure accurate attendance and payroll management.