Leave Management Setup.
We configure your HRMS or payroll software to apply your leave policy automatically. That means leave types, accrual and carry-forward rules, encashment, holiday calendars by location and approval workflows, with approved leave and loss of pay flowing into payroll so balances and salaries agree without manual adjustment.
Typically 3–7 working days. The number of leave types and locations, and the state of existing balance records, drive the time.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Businesses tracking leave in spreadsheets or over email
- Companies with different holiday calendars or leave rules by location
- HR teams spending month-end reconciling leave with payroll
What you receive at the end.
- 01Leave types and rules configured
- 02Location-wise holiday calendars
- 03Approval workflows by reporting line
- 04Loaded opening balances
- 05Tested payroll link for loss of pay and encashment
Leave Management Setup, step by step.
Typically 3–7 working days. The number of leave types and locations, and the state of existing balance records, drive the time.
- 1
Policy review
We read your leave policy and confirm it covers the statutory minimums for each location before configuring it.
- 2
Leave types and rules
Each leave type is set up with accrual, eligibility, carry-forward, lapse and encashment rules.
- 3
Calendars and workflows
Holiday calendars are set by location, and approval workflows follow reporting lines.
- 4
Opening balances
Current leave balances are loaded and confirmed with managers or employees.
- 5
Payroll link
Loss of pay and encashment are linked to payroll and tested in a cycle.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Current leave policy and holiday lists by location
- Employee leave balances at the start date
- Reporting lines for approvals
- HRMS or payroll admin access
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Leave Management Setup.
Ready to discuss Leave Management Setup?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.