Get started with Swingvy Leave

Swingvy Leave is available in the Premium plan. Contact Swingvy Sales team from Monday to Friday (9AM- 6PM MYT/SGT) if you have any inquiries.

 

Using Swingvy Leave should be easy, but getting your leave setting up and running takes careful planning. To help your team adopting this module quickly, we prepare some pro tips to help to get started.

Step 1 - General settings

This General Settings is the default setting in the Leave Settings and controls some of the most basic calculation settings for your account. There are two things you'll need to determine in this setting:

  • How do you calculate your leave calculation?
  • When do you want your annual leave cycle start?

1. Define your leave calculation

Monthly basis
By selecting the monthly calculation, leave balances will be allocated to the employees on the first day of every month.
Number of leaves allocated on the 1st day of every month: Leave Entitlement/12
 
Here is a sample scenario:
Join date: 1-Jun-2017
Current date: 30-Nov-2018
Leave entitlement: 16 days
Leave calculation: 11/12 * 16 = 14.6
 
Daily basis

By selecting daily calculation, leave balances will be allocated to the employees every day.

Basic Formula: Leave Entitlement/365
 
Here is a sample scenario:
Join date: 1-Jun-2017
Current date: 30-Nov-2018
Leave entitlement: 16 days
Leave calculation: 334/365 * 16 = 14.6

2. Define your annual cycle

An annual leave cycle is a period of 12 months with the same employer, calculated from the employee's commencement of employment, or from the completion of that employee's previous leave cycle.
 
Annual leave cycle will determine the leave cut-off date. All leave balance will be refreshed when the new cycle begins.
 
Here is a sample scenario:
You chose January as your Annual Cycle in March 2018
Your next cycle starts on January 2019
Leave entitlement will refresh 1-Jan on the following year

Annual_Cycle.gif

Pro tips: All leave balances will be refreshed when the new cycle begins

Step 2 - Leave policy settings

A Leave Policy is a set of rules, procedures and guidelines established by organizations in accordance with applicable federal and local laws, which govern the process, timeframes and reporting procedures for the time taken off work.
 
Leave or time off policies determine the type and amount of time that can be taken off work, how much time will be reported and paid, and the process for requesting time off. Without a leave policy, it would be impossible for organizations to manage their workforce and appropriately allocate resources effectively.

1. Define your leave types

In Swingvy, we have created the most frequently used leave types.
 
Annual leave

A paid number of days each year that an employee is allowed to be away from work.

Screenshot_2019-09-12_at_3.40.17_PM.png
 
Sick leave
Leave of absence granted because of illness.

Screenshot_2019-09-12_at_3.40.26_PM.png
 
Maternity leave
Pregnancy/maternity leave policy, including suggestions on length of leave, schedule of payment over the length of the leave, and reemployment rights and benefits. Please don't forget to update the employee's gender as we designed our platform to automate this leave only to female's employee.
 
Paternity leave
A period of absence from work granted to a father after or shortly before the birth of his child. Please don't forget to update the employee's gender as we designed our platform to automate this leave only to male's employee.
 
Screenshot_2019-09-12_at_3.40.42_PM.png

Pro tips: You can ON or OFF each of leave types if you don't need it
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2. Customised leave types

Despite from default leave types, Swingvy enables you the flexibility to add custom leave types if you want to add particular leave types.
 
 

3. Customised your leave types (policy)

Every company has its own set of leave policy. You can always edit the default leave settings to suit your requirement by adding "New Policy"
  

  

Step 3 - Approval settings

Leave approval will follow the Reporting Manager. Go to People > Manage employee to see the Reporting Manager.
 
An employee can have two managers. If the employee's leave request needs to be approved by each of the managers individually before it is finally approved, the company can use two-level leave management to enforce this requirement.
  2_level.gif

 

Step 4 - Leave balance settings

There are two ways you can update an employee's leave balance. 
 
Update one by one
Current Leave Entitlements can be view at Leave Summary table under Leave tabs. Change the amount of leave balance by selecting the types of leave. 
 
Bulk update
You can do the bulk update by downloading and filling out the excel spreadsheet at Leave > Balance > Bulk Update.
 

 
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