In Marco, the staff's leave balance is managed as individual leave items. You can configure each leave item based on:

Each leave item can contain multiple entries. Each entry contains the following details about the leave item:

The total amount of leave days for each item includes both the entitlement amount and carried-over amount.

As a manager, you can add new leave item entries periodically to assign the correct leave balance to the staff. For example, a manager adds a new entry to the Annual Leave item every year, with each entry containing a new effective date.

The overall process for assigning the staff's leave balance is:

When a staff's leave balance is renewed, each new entry will override the previous entry from the new effective date onwards. Likewise, all leave requests from the effective date onwards will be deducted from the new leave balance.

Only active leave item entries will appear in the staff's Leave Balance page. Overridden entries and entries with an effective date in the future will not appear. The staff can apply for leave based on the current leave balance amount shown.

If a staff does not have a leave item in their leave balance, you must add it to create the first leave item entry.

Before you begin:

Prepare the following details for each leave item:

To add a new leave item:

You can add new entries to existing leave items. This is useful for cases when a staff's leave balance is renewed.

To add a leave item entry:

You can edit the following details for each leave item entry:

This is useful for cases when the leave details are inaccurate, or if the leave details need to be changed due to changes in your company's HR policy. For example, the staff's leave entitlement amount must be pro-rated when they resign, or the new HR policy states a revised expiry date for carried-over leave.

To edit a leave item entry:

If you delete a leave item entry, the action cannot be reversed. If you want to grant a new leave balance, you can simply add a new leave item entry instead. The new leave item entry will override the previous entry based on the new effective date, and all following leave requests will be deducted from the new leave balance.

To delete a leave item entry:

If there is only one entry in the leave item, the leave item will also be automatically removed when the entry is deleted.