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Need Based Leave (NBL)​

  • Need Based Leave (NBL) allows employees to take leave for genuine personal or urgent needs that are not covered under other leave types.
  • This leave provides flexibility to handle unforeseen situations as per company policy.

Create Need Based Leave Policy​

To create a new Need Based Leave (NBL) policy, click on the + Add button on the Leave Code Policy List page.

Leave Code Policy Creation Page​

After clicking + Add, the Basic Leave Details page will open as shown below:

Need Based Leave Policy Page

Basic Leave Details​

Configure the following fields:

  • Policy Name : Enter the name of the Need Based Leave policy.

  • Leave Code : Select or enter a unique code for Need Based Leave.

  • Description : Provide a brief description of the Need Based Leave type.

Calendar Settings​

Under Calendar Settings, configure the following options:

  • Leave Calendar
    Choose whether the leave policy follows:

    • Calendar Year (January to December)
    • Financial Year (April to March)

  • Policy Starts From
    Select the date from which the policy becomes active.

Basic Leave Policy Configuration​

Leave Balance Eligibility​

Define when employees become eligible for Need Based Leave :

  • Date of Joining
  • Date of Confirmation

Leave Allotment Based On​

Select how Need Based Leave is allotted:

  • One Time
  • Yearly
  • On Approval

Number of Leaves per Cycle​

Specify the number of Need Based Leave days allowed per cycle.
Approval is generally required before availing this leave.

When Do They Get It?​

Define when the Need Based Leave balance is credited:

  • On Approval

Carry Forward​

Enable or disable carry forward to decide whether unused Need Based Leave can be carried forward.
(Usually disabled as this is an exception-based leave.)

Year End Settings​

Configure year-end behavior for the Need Based Leave policy:

  • Year End Closing
    Choose between:

    • Auto
    • Manual

  • Allow Next Year Leave Requests
    Enable this option if employees are allowed to apply for Need Based Leave in advance.

Who Gets This Leave​

Under Who gets it, define the applicability rules for Need Based Leave.

Steps:

  1. Click Add rule
  2. Select applicable criteria such as:
    • SBU
    • Department
    • Unit
    • Location
  3. Use Any in or Not conditions to include or exclude employee groups.

Review and Submit​

  1. Click Review Policy to verify all configurations.
  2. Click Submit to save the Need Based Leave policy.

A confirmation message will appear after successful creation.

Need Based Leave Policy Page

Policy Listing​

Once created, the Need Based Leave policy will appear in the Leave Code Policy List, displaying:

  • Leave code
  • Allotment details
  • Effective date
  • Status
  • Action options: View, Assign, Edit, Copy, History

Summary​

  • Need Based Leave is used for urgent or exceptional personal needs
  • Subject to approval as per company policy
  • Not a regular or accrued leave type
  • Provides flexibility while maintaining policy control

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