Leave Type
How to use Leave Type in Leave: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain leave types, allocations, holiday information and approvers. Employees submit leave applications for the relevant dates; approvers review availability and policy before deciding. A saved request is not the same as an approved absence.
This page is a record page in Human Resources → Leave. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Leave Type Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Leave Type from Human Resources → Leave, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Leave Type Nameleave_type_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Maximum Leave Allocation Allowed per Leave Periodmax_leaves_allowed | Float Optional | Enter a numeric value using the required unit and precision. |
Allow Leave Application After (Calendar Days)applicable_after | Int Optional | Minimum calendar days required since Date of Joining to apply for this leave |
Maximum Consecutive Leaves Allowedmax_continuous_days_allowed | Int Optional | Enter a whole-number value. |
Is Carry Forwardis_carry_forward | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Leave Without Payis_lwp | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Partially Paid Leaveis_ppl | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Fraction of Daily Salary per Leavefraction_of_daily_salary_per_leave | Float Optional | For a day of leave taken, if you still pay (say) 50% of the daily salary, then enter 0.50 in this field. |
Is Optional Leaveis_optional_leave | Check Optional | These leaves are holidays permitted by the company however, availing it is optional for an Employee. |
Allow Negative Balanceallow_negative | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow Over Allocationallow_over_allocation | Check Optional | Allows allocating more leaves than the number of days in the allocation period. |
Include holidays within leaves as leavesinclude_holiday | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Compensatoryis_compensatory | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Maximum Carry Forwarded Leavesmaximum_carry_forwarded_leaves | Float Optional | Enter a numeric value using the required unit and precision. |
Expire Carry Forwarded Leaves (Days)expire_carry_forwarded_leaves_after_days | Int Optional | Calculated in days |
Allow Encashmentallow_encashment | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Maximum Encashable Leavesmax_encashable_leaves | Int Optional | Enter a whole-number value. |
Non-Encashable Leavesnon_encashable_leaves | Int Optional | Indicates the number of leaves that cannot be encashed from the leave balance. E.g. with a leave balance of 10 and 4 Non-Encashable Leaves, you can encash 6, while the remaining 4 can be carried forward or expired |
Earning Componentearning_component | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Salary Component |
Is Earned Leaveis_earned_leave | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Earned Leave Frequencyearned_leave_frequency | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Allocate on Dayallocate_on_day | Select Optional | The day of the month when leaves should be allocatedAvailable choices
|
Roundingrounding | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.