The helpline for support on QuickBooks India payroll is  080 3959 1100. This helpline will be operational from Monday to Friday, 9:30 AM to 6:00 PM.​
 

Configure your employee leave types and rules

  1. Click the Gear icon > Payroll Settings.

  2. Click Leaves.

  3. Loss of Pay is a leave type that is available by default.

  4. Click Add Leave to create a new leave type.

  5. Enter the name of the leave. E.g. Casual Leave, Sick Leave.

  6. Enter Abbreviation e.g. (CL for Casual Leave, SL for Sick Leave, ML for Maternity Leave, PL for Paternity Leave, EL for Earned Leave etc.)

  7. Configure your settings in the 4 tabs: Credit, Encashment, Rules, and Applicability.

  • Credit

  • Credit Frequency: Choose when the leave should be credited to the employee. It can be credited per a set of days, a certain number of days from the join date, monthly and so on.

  • If the Credit Frequency is set to Days, then enter the days in the No. of Day to Credit field and the number of leave days to be credited in No. of days.

    • For example: for 20 days, 1 day of leave is to be credited.

  • Credit on: Based on company leave policy, select the option from the drop down list.

  • Credit is attendance dependent: Enable this option to prorate the leave credit based on employees’ attendance in the Credit Frequency period.

  • Proration applicable to new joinees: Enable this option to allow prorated leave credit, if employee joins during the Credit Frequency period.

  • Credit type: Select Flat or Slab based on company leave policy.

  • No. of days: Add the number of days to be credited in the Credit Frequency duration.

  • Encashment

  • Can Carry Forward?: Enable this option if the leave should get carried over to the next year.

  • Max carry forward at year end: Will appear only if the above option is enabled. Enter the maximum number of leave days that can be carried forward at the end of the leave calendar year.

  • Is Encashable?: If this leave can be encashed, enable the option.

  • Encashable type: On separation. This leave type can be encashed only on resignation/separation.

  • Encashable type: Yearly. Encashment for the leave type can be done at the end of the leave calendar year.

  • Encashable Formula: Click Formula to enter encashment formula.

  • Max Days Encashable: Enter the maximum number of days that can be encashed.

  • Rules

  • Min. service period before leave can be applied(days): Enter the number of days an employee should have been in service to be able to apply for this leave type. E.g.  Enter 180 if you want employees to be eligible to apply for leave only after they complete 6 months of service. If employees can apply from day one, leave this field as blank.

  • Min/Instance(days): specify the minimum number of days of leave that can be taken per instance. E.g. 1 if that is the minimum number of days that can be taken as leave in one go.

  • Max/Instance(days): specify the maximum number of days that can be taken as leave per instance. E.g. 3 if that is the maximum number if days that can be taken as leave in one go.

  • Leave request window: Enter the maximum days (after date of leave) in which an employee has to update leave request in Employee Self Service. Note that you should use this option or Notice for leave request. Do not use both.

  • Max leave that can be taken: specify the maximum number of days that can be availed as leave for a specified period. E.g. 5 days per 45 days, 10 days per Quarter.

  • Max. Leave balance: Enter the maximum number of days of leave that can be accumulated as balance at any given point of time.

  • Max negative leave balance: Enter the maximum negative leave balance that an employee can have.

  • Unavailed leave will lapse: If you select this option, leave not utilized will lapse. The period considered for this is the same as “Credit Frequency” in the Credit tab.

  • Notice for leave request: Enter the minimum number of days’ notice for an employee before applying for leave. Note that you should use this option or Leave request window. Do not use both.

  • Sandwich Rule

  • Is Leave part of weekly off?: Check if a weekly off falling between 2 leave days is to be considered as part of leave.

  • Is Leave part of Holiday?: Check if a holiday falling between 2 leave days is to be considered as part of leave.

  • Is Leave part of preceeding week off?: Check if weekly off falling before leave start day is to be considered as part of leave.

  • Is Leave part of preceeding holiday?: Check if holiday falling before leave start day is to be considered as part of leave.

  • Is Leave part of succeeding week off?: Check if weekly off falling after a day of leave is to be considered as leave.

  • Is Leave part of succeeding holiday?: Check if holiday falling after a day of leave is to be considered as leave.

  • Clubbing Rule: Once all leave types have been created, a list of all leave types will be reflected in this section.

  • Can't be clubbed with: Select leave types, which should not clubbed along with the configured leave types. E.g. if employees are not permitted to avail of Casual Leave and Earned Leave together, the relevant leave type should be checked.

  • Applicability

    • Every leave type created can be made applicable to a certain set of employees. Select from the Criteria dropdown list to make the leave type applicable by Gender (Applicable To), Type of Employee, Department etc.

6671