Follow the steps below to configure a Birthday Leave policy for your employees:
1. Navigate to Leave > Leave Settings > Leave Types.
2. Click on the Create button to set up a new custom leave type, or select an existing leave type to modify its settings.
3. Within the leave type settings, enable the option Is Birthday Leave?. This marks the leave type as applicable for birthdays.
Under Allow birthday leave taken on section, choose one of the following based on your company policy:
Anytime during leave period: Allows employees to take birthday leave at any time within the valid leave year.
Only birthday month: Restricts the leave to the employee’s birthday month.
Once configured, assign the birthday leave type to the relevant employees through their profiles or in bulk via the assignment tools.
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