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Leave Planner

Leave Planner is used to restrict the no. of employees applying for leaves basis the employee master fields.
Ex: If the company allows only 40% leaves in one particular department based on their designation, leave planner can be defined accordingly. System will not allow to approve the leave if more then the defined leaves are applied by the employees.
1. Customize the screen with required master fields to define the planner as shown below.

Path: Leaves>>Leave Planner
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2. Once the screen is customized, enter the template name and add the master fields accordingly.

In the above example, leave planner is defined as follows

For Admin department, Office Assistant designation based employees can apply leave for 20%. From 10 employees with same designation and department, not more then 2 employees can go for leave. Similarly for Senior Manager designation with same department can go on leave upto 3 employees from total 10 employees.

Exception case:
By default the leave planner will be applicable to the employees but in case for any particular period, there might be specific requirement to still restrict the leaves. This exception case will be useful to define the scenario.
1. create the new template by selecting exception radio button under template type and save.
2. Now edit the existing template and select exception button on the right top corner
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On selection of this button exception screen will be opened. User to select the date range for this exceptional case along with template selection.

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Once this is saved, automatically this exceptional leave planner will be applicable within the defined period.

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