Skip to main content

Overview Video


Step-by-Step Tutorial Guide

 

Step 1: Open the Leave Type Module

  1. Log in to the TankhaPay Business Portal.

  2. From the left-side navigation menu, click on Leave Management.

  3. Select Leave Type.

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

Step 2: View Existing Leave Types

  1. Review the list of available leave types.

  2. The table may display details such as:

    • Leave Name

    • Leave Code

    • Leave Category

    • Applicable Employees

    • Status

  3. 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

  1. Click on Add Leave Type or Create New Leave Type.

  2. 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

  1. Choose the appropriate leave category.

  2. 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

  1. Select which employees can use this leave type.

  2. 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

  1. 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

  1. Review all configured information:

    • Leave Name

    • Leave Code

    • Category

    • Applicability

    • Leave Rules

    • Status

  2. Click Save.

The new leave type is successfully added to the system.

Step 11: Verify the Leave Type

  1. Return to the Leave Type list.

  2. Locate the newly created leave type.

  3. 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.

Back to top