How to configure "CL" leave balances for all employees as per their date of joining and applying pro-rata calculations for new joiners?
To update all employees’ leave balances based on their date of joining, with leave allocation for new joiners calculated on a pro-rata basis.
Please log in to Zoho People with Super Admin credentials. Please follow the below steps.
1. Please go to "Settings" to the top right corner and navigate to " Leave Tracker" and click on it.
2. A new screen will open. Under "Configurations" go to "Leave Policy" and click on the "Add Leave policy"
3. A new popup will open. Under" Add leave policy" and select the "Experience Base Entitlement" and Click on "Next"
4. A new screen will open, Under "Add leave policy" go to "Details" and fill all the information as per your requirement and click on "Next"
5. A new screen will open. Under "Entitlement" please fill information as per the screenshot and click on "Next"
6. A new screen will open. Under " Applicability" please fill the information as per your requirement and "Next"
7. A new screen will open. Under "Restrictions" please fill all the information in the page as per your requirement and "Save" and recheck.
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