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feat(docs): Leave Policy Assignment #136

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Expand Up @@ -35,6 +35,7 @@ their calculation.
1. [Leave Type](/docs/user/manual/en/human-resources/leave-type)
1. [Leave Period](/docs/user/manual/en/human-resources/leave-period)
1. [Leave Policy](/docs/user/manual/en/human-resources/leave-policy)
1. [Leave Policy Assignment](/docs/user/manual/en/human-resources/leave-policy-assignment)
1. [Leave Allocation](/docs/user/manual/en/human-resources/leave-allocation)
1. [Leave Application](/docs/user/manual/en/human-resources/leave-application)
1. [Compensatory Leave Request](/docs/user/manual/en/human-resources/compensatory-leave-request)
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Expand Up @@ -15,7 +15,7 @@ There are various settings available in the HR Settings.
<img class="screenshot" alt="Previous Work Experience" src="{{docs_base_url}}/assets/img/human-resources/hr-settings1.png">

### 1.1. Retirement Age:
You can enter the retirement age (in years) for your employees.
You can enter the retirement age (in years) for your employees.

### 1.2 Employee Records to be created by
The naming for employee documents is based on the value selected in this field.
Expand All @@ -30,6 +30,8 @@ An email is sent to all the employees of the company when an employee has a birt
### 1.4 Expense Approver Mandatory In Expense Claim
In Expense Claim Document the 'Expense Approver' field is set to mandatory on checking this option.

> Payroll Settings will be part of HR Settings till version 12. In version 13, Payroll Settings will be part of the new module, Payroll.

## 2. Payroll Settings

<img class="screenshot" alt="Previous Work Experience" src="{{docs_base_url}}/assets/img/human-resources/hr-settings2.png">
Expand Down Expand Up @@ -90,6 +92,11 @@ If checked, the system generates a draft Leave Encashment record on the expiry o
### 3.6 Restrict Backdated Leave Application
If checked, the system will not allow making a backdated leave application.

> Introduced in version 13

### 3.7 Automatic Allocate Leaves Based On Leave Policy
If checked, leaves will be granted to the employees automatically based on the Effective From date as per the present Leave Policy Assignment.

## 4. Hiring Settings

### 4.1 Check Vacancies On Job Offer Creation
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Expand Up @@ -4,7 +4,7 @@

Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to:

> Home > Human Resources > Leaves > Leave Period
> Home > Human Resources > Leaves > Leave Period

## 1. Prerequisites

Expand All @@ -30,7 +30,11 @@ Additionally, you can check the 'Is Active' checkbox if you want to enable this
<img class="screenshot" alt="Leave Period"
src="{{docs_base_url}}/assets/img/human-resources/leave-period.png">

Once the information is saved, the Leave Period will also be used as a tool to help you grant leaves for a category of employees.
## 3. Granting leave using Leave Period

> In version 12, leaves could be granted via Leave Period through the "Grant Leaves" button. In version 13, leaves will be granted using [Leave Policy Assignment](/docs/user/manual/en/human-resources/leave-policy-assignment).

Once the information is saved, the Leave Period will also be used as a tool to help you grant leaves for a category of employees.

The **Grant** button will generate Leave Allocations based on the [Leave Policy](/docs/user/manual/en/human-resources/leave-policy) applicable to each Employee. You can allocate leaves based on [Employee Grade](/docs/user/manual/en/human-resources/employee-grade), [Department](/docs/user/manual/en/human-resources/department) or [Designation](/docs/user/manual/en/human-resources/designation) as shown below.

Expand All @@ -44,4 +48,3 @@ The **Grant** button will generate Leave Allocations based on the [Leave Policy]
1. [Leave Allocation](/docs/user/manual/en/human-resources/leave-allocation)
1. [Leave Policy](/docs/user/manual/en/human-resources/leave-policy)
1. [Leave Type](/docs/user/manual/en/human-resources/leave-type)

Original file line number Diff line number Diff line change
@@ -0,0 +1,73 @@
# Leave Policy Assignment

> Introduced in Version 13

Leave Policy Assignment in ERPNext is used to assign leaves to employees based on created policies. To access Leave policy assignment, go to:

> Home > Human Resources > Leaves > Leave Policy Assignment

## 1. Prerequisites

Before creating a Leave Policy Assignment, it is advisable to create the following:

* [Employee](/docs/user/manual/en/human-resources/employee)
* [Leave Policy](/docs/user/manual/en/human-resources/leave-policy)

## 2. How to create a Leave Policy Assignment

1. Go to Leave Policy Assignment, click on New.
1. Select Employee and Leave Policy.
1. Select Assignment based on the following as needed:
* If "Assignment based on" is set to Leave Period, you need to select the applicable Leave Period. The Effective From and Effective To dates will be set automatically based on the Leave Period selected.
* If "Assignment based on" is set to Joining Date, the Effective From date will be set to the employee's Date of Joining.
* If "Assignment based on" is left blank, then you will have to set the Effective From and Effective To date manually.
1. Save and Submit.

<img class="screenshot" alt="Leave Policy Assignment"
src="{{docs_base_url}}/assets/img/human-resources/leave-policy-assignment.png">

## 3. Granting Leaves

Once the information is saved, the Leave Policy Assignment will also be used as a tool to help you grant leaves to employees. The **Grant Leave** button will appear at the right top corner.


<img class="screenshot" alt="Grant Leaves"
src="{{docs_base_url}}/assets/img/human-resources/leave-policy-assignment-grant-leave.png">

On clicking the "Grant Leave" button, Leave Allocation will be automatically created based on the [Leave Policy](/docs/user/manual/en/human-resources/leave-policy) as shown below.

<img class="screenshot" alt="Leave Allocations"
src="{{docs_base_url}}/assets/img/human-resources/granted-leaves.png">

>**Note:** The Grant Leave button will appear only if there are no leaves granted or there is no allocation against a current Leave Policy Assignment.

## 4. Automatically Allocate Leaves Based On Leave Policy

To enable automatic allocation of leaves based on the Leave Policy Assignment, enable [Automatic Allocate Leaves Based On Leave Policy ](/docs/user/manual/en/human-resources/hr-settings#37-automatic-allocate-leaves-based-on-leave-policy) checkbox in HR Settings. The scheduler then runs a background job and checks the Effective From date in the Leave Policy Assignment to create leave allocations automatically.

>**Note:** Leaves will be automatically granted only if, there are no leaves granted against that Leave Policy Assignment till Effective From date.

## 5. Features
### 5.1 Bulk Leave Policy Assignment

ERPNext also allows creating multiple Leave Policy Assignment for multiple employees.

1. Go to Leave Policy Assignment list, click on Bulk Leave Policy Assignment.
1. Dialog Will appear, Select Employee. You can filter Employee based on Company and Department or You can also use standard filters by clicking Add Filters.
1. Select Leave Policy and Effective From and Effective To dates.
1. Click on Assign.

<img class="screenshot" alt="Bulk Leave Policy Assignment" src="{{docs_base_url}}/assets/img/human-resources/bulk-leave-policy-assignment.png">
src="{{docs_base_url}}/assets/img/human-resources/bulk-leave-policy-assignment.png">

### 5.2 Granting leaves to multiple employees

Leaves can be granted based on multiple Leave Policy Assignments to multiple employees.

1. Go to Leave Policy Assignment list, click on Grant Leaves.
1. A dialog will be shown. Select the Leave Policy Assignments. You can filter the assignments based on Company and Employee or you can also use standard filters by clicking on the Add Filters button.
1. Select the Leave Policy Assignments.
1. Click on Grant Leaves.

<img class="screenshot" alt="Leave Allocations"
src="{{docs_base_url}}/assets/img/human-resources/granting-leave-to-multiple-employee.png">