ERPNext HR & Payroll
What is Leave Allocation?
- Leave Allocation
- Leave Allocation in ERPNext grants a specified number of leave days to one or more employees for a leave type and period, forming the leave balance.
Creating Leave Allocations
Go to HR → Leave Allocation → New. Select Leave Type, Employee (or All Employees filtered by grade/department), leave period dates, and number of days. Click "Allocate" to bulk-create allocations. The employee's leave balance immediately reflects the allocated days.
Leave Policy and Automation
Set up a Leave Policy (defining allocation rules per leave type) and a Leave Policy Assignment for each employee. ERPNext can auto-create allocations at the start of each year based on the leave policy, eliminating manual allocation work.
Need help with Leave Allocation?
Infonoxe Technologies specialises in ERPNext implementation and custom software for Indian businesses.
Related Terms
Leave Type
Leave Types in ERPNext define the categories of leave (Annual, Sick, Maternity, …
Leave Application
A Leave Application in ERPNext is a request submitted by an employee for approve…
Employee
An Employee master in ERPNext stores all personal, employment, payroll, and comp…
Salary Slip
A Salary Slip in ERPNext is the monthly payslip generated for each employee, sho…
Implement ERPNext for Your Business
Expert ERPNext implementation, customisation, and support for Indian businesses.