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Casual Leave (CL)​

  • Casual Leave Advance Policy is a detailed leave policy configuration that allows an organization to pre-define all rules and conditions related to casual leave in advance, instead of handling them manually.

Basic Information​

  • Policy Name : CL
  • Leave Code : CL
  • Description : Casual Leave Advance Policy

Calendar Settings​

  • Leave Calendar : Calendar Year (January – December)
  • Policy Start Date : 01-Feb-2026

Year End Settings​

  • Year End Closing : Manual
  • Allow Next Year Leave Requests : No

Switching to Advance Settings​

Where to Enable Advance Settings​

Advance Settings Toggle

  • Use the Advance Configuration toggle at the top-right
  • Turn the toggle ON

Advance Confirmation

  • Confirm by clicking Yes in the popup

The policy is now converted from Basic Policy to Advance Policy.

1. Basic Leave Details​

Basic Leave Details

Policy Information​

  • Policy Name: CL
  • Leave Code: Casual Leave
  • Description: Casual Leave (CL)

Calendar Settings​

  • Leave Calendar: Calendar Year / Financial Year (January to December or April to March)
  • Policy Starts From: February 2026

Year End Settings​

  • Year End Closing: Manual
  • Allow Next Year Leave Requests: Disabled

2. Leave Allotment​

Leave Allotment

Leave Configuration​

  • Leave Balance From: Date of Joining
  • Leave Allotment Based On: Monthly
  • Cycle: Monthly

Allotment Rules​

  • Allotment Type: Attendance Based
  • Calculation Based On: Calendar Days
  • Round Off: Disabled
  • Leave Allocation in Joining Month: Month-wise

Leave Allotment & Calculation​

  • This configuration defines how Casual Leave (CL) is credited to employees and how the system calculates the final leave balance.

Leave Allotment

Leave Allotment Will Be → Attendance Based

  • When Attendance Based is selected, leave is not granted as a fixed number. Instead, it is earned proportionally based on the employee’s attendance during the calculation period (usually monthly).

How it works​

  • Employees who are present for all eligible days receive the full leave credit.
  • Employees with absent days, unpaid leave, or loss of pay (LOP) receive reduced leave credit.
  • Leave credit is calculated using the attendance ratio.

Example​

  • Monthly Casual Leave entitlement: 1.5 days
  • Total calendar days in the month: 30
  • Employee present for: 24 days

Attendance Based Leave Allotment Configuration​

Attendance Based Leave Configuration

Attendance Components Included​

The following attendance elements are considered while calculating Casual Leave:

  • Present Days
  • Paid Leaves
  • Unpaid Leaves
  • Holidays on Weekdays
  • Holidays on WeekOffs
  • WeekOffs

These settings ensure accurate leave credit based on defined attendance rules.

Allotment Type​

  • Allotment Method: Pro Rata (Leave is credited proportionately based on attendance)
  • Leave Allotment Type for Employees: Fixed (Same leave value is applied to all eligible employees)

Leave Credit Settings​

  • Number of Leaves per Cycle: Configurable (Monthly / Quarterly / Half-Yearly / Yearly / One-time)
  • Leave Allocation in Joining Month: Month-wise (Leave is credited based on remaining days in the joining month)
  • Round Off: Disabled (Fractional leave values are maintained without rounding)

Probation Restrictions​

  • Additional Restrictions During Probation: Configurable (Allows stricter leave rules for employees under probation)

Number of Leaves​

  • Leaves Per Cycle: 1
  • Total Leaves Per Year: 12

3. Application Rules​

Application Rules

Eligibility Rules​

  • Employees can apply for leave 0 days after Date of Joining
  • Leave application is restricted before eligibility
  • Restriction during initial days and probation is enabled

Application Restrictions​

  • Employees cannot apply:
    • For more than 0.5 leave days
    • Without sufficient leave balance
  • Monthly leave usage is limited to available balance only

Additional Rules​

  • Leave application during notice period: Disabled
  • Supporting document requirement: Disabled
  • Applying before leave balance allocation: Disabled

Application Configurations​

Application Configurations

Restrict Employee to Apply for Leave Anytime​

  • Status: Enabled
  • Employees can apply for leave:
    • For 0.5 or more leave days
    • Based on working days
    • Before the leave date

This configuration ensures controlled and timely leave applications while maintaining operational continuity.

Additional Application Restrictions​

Additional Application Restrictions

Probation Rule​

  • Leave during probation is allowed.
  • Employees can use 100% of their leave balance.
  • Round off: Not applied.

Monthly Leave​

  • Leave can be used as per available balance.
  • No monthly limit.

Notice Period​

  • Leave application during notice period is allowed.

Documents​

  • Supporting documents are not required.

Leave Before Credit​

  • Leave can be applied only after balance is credited.

4. Usage Limits & Restrictions​

Usage Limits

Per Request Limits​

  • Minimum Days Per Request: 0.5 day
  • Maximum Days Per Request: 3 days

Gap Between Applications​

  • Minimum Gap: 3 days between two leave applications

Sandwich Leave Rules​

  • Disabled for:
    • Leave – Week Off – Leave
    • Holiday – Leave – Holiday

Usage Limits & Sandwich Leave Rules​

Usage Limits & Sandwich Rules

Per Request Limits​

  • Minimum days per request: 0.5 day
  • Maximum days per request: 3 days

Gap Between Applications​

  • Minimum gap between two leave applications: 3 days

Leave Limits​

  • Leave limit for calendar year: Disabled
  • Leave limit for each month: Disabled

(No yearly or monthly cap is enforced beyond the available balance.)

Sandwich Leave Rules​

  • Leave – WeekOff/Holiday – Leave: Not applicable
  • WeekOff/Holiday – Leave – WeekOff/Holiday: Not applicable

(Weekends and holidays between leave days are not counted as leave.)

5. Carry Forward & Encashment​

Carry Forward

Carry Forward Rules​

  • Carry Forward Enabled
  • Maximum Carry Forward Allowed: 6 leaves
  • Remaining balance after limit will be Lapsed

Encashment​

  • Encashment on Separation: Disabled
  • Encashment at Year End: Disabled

6. Who Gets This Leave​

Who Gets It

Applicability Criteria​

  • Leave policy is applicable based on:
    • Department
    • Role
    • SBU
    • Location

Only employees matching the defined conditions will be eligible for this leave policy.

Note: This policy will not apply to employees excluded using rule-based conditions.

Review Policy​

  • By clicking on Review Policy, the configured policy can be reviewed before submission.

Policy Review

  • After reviewing the policy, click on the Submit button.

Leave Code Policy List​

  • After successful submission, the policy will appear on the Leave Code Policy List page.

Policy List

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