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.