How to manually allocate leave in current or future leave year cycle

This article explains how HR Admins can allocate annual leave for employees using the 'Leave Allocations' feature in the Yomly. Annual leaves can be manually allocated either individually or in bulk for all employees within a selected leave group. 

Prerequisites

  • You must have HR Admin access in Yomly

  • Employees must already be assigned to a Leave Group with allocation policy


Step-by-Step Guide to Allocate Leave

Step 1: Log in to Yomly

  • Log in to your Yomly account using your dedicated business URL.

  • Enter your login credentials to access your Yomly profile.


Step 2: Navigate to Leave Allocations

From the dashboard, on the left-side Main Menu.

  • Go to Settings.

  • Select Leaves.

  • Click on Leave Allocations.

You will be directed to the Leave Allocations page where you can see all the Leave groups where you can allocate the leaves manually.


Step 3: Select the Leave Group

  • On the Leave Allocations screen, locate the Leave Group dropdown.

  • Select the appropriate leave group for which you want to allocate annual leave.

Only employees assigned to the selected leave group will be displayed.


Step 4: Select the Calendar Year

  • Use the left (<) or right (>) arrows displayed on the page to navigate between calendar years.

  • Please ensure that the correct year is selected before proceeding with the allocation.

NOTE: Leave allocations will be applied only to the selected calendar year.


Allocating Leave

Option A: Allocating Leave individually for an Employee

  • Locate the employee’s name in the list.

  • Click the '+ Create Allocation' button displayed across from the employee’s name.

  • This will create the annual leave allocation for that specific employee.


Option B: Allocate Leave for All Employees in the Leave Group

  • Scroll down to the bottom of the employee list.

  • Click on Create All Allocations.

  • This will automatically create annual leave allocations for all employees within the selected leave group.

  • Once the allocation is created, this leave balance will be reflected in the employee’s leave dashboard for the selected year.

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