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How to Create a Leave Plan within a Leave Type

On Sprout HR's Leave Management, you can add one or more Leave Plans within a Leave Type. These are used when you have different leave policies for different employees.

*Note: An employee can only be assigned to one Leave Plan under a Leave Type

Here are the steps to adding a leave plan:

1. Under the Maintenance tab on Sprout HR, select Company from the drop-down list.

 

2. If there is more than one company in your account, make sure to select the correct company before proceeding with making any changes.

 

3. Click on the Leave Types and Policies.

4. Search for the Leave Type, then click New Plan.

5. Input the name of the new leave plan, then click the check icon.

 

6. Set up the policy for accruals and filing.

7. On Plan Assignment, click the Edit icon. Then select which employees should be assigned to the leave plan. You can select All or you can filter by Department, Employment Status, Employee Level, and Gender. You can select the specific employees on the right side. Once done, click OK.

8. Click the Save button to affirm all the changes you made.

9. A message prompt would appear. Click the OK button if you wish to proceed.

10. The Leave Plan should then reflect under the Leave Type.

Et voila, you know how to create a leave plan within an existing leave type.

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