How can I set the paid leave grant date twice a year in the first half and the second half, and apply either of them depending on the time of joining the company?

 

For example, we will explain the setting method when granting as follows.

 

• Employees who joined the company from April 1st to September 30th will be granted paid leave on October 1st.
• Employees who joined the company from October 1st to March 31st will be granted paid leave on April 1st.

 

Setting method

1. Settings ＞ Employees ＞ Employee type settings ＞ [Edit] of the target category ＞ “Leave-related” category ＞ Click [Paid leave-related settings] in the “Paid vacation grant” item.

 

2. Enter the following in the "2. Set the first base date (required)" category and the "3. Set the second base date (optional)" category.

 

Settings in the "2. Set the first base date (required)" category

title	input method
The first grant will be given [] months after the date of joining the company, and will be the date of grant every year.	Enter "6 months later".
Divided grant: Granted [] days after [] months from the date of joining the company	Clear the check box.
Based on the split grant date	Clear the check box.

 

Settings in the "3. Set a second base date (optional)" category

title	input method
Unify the grant dates to [] month [] days	Enter April 1st.
Determine the first half and second half based on the grant date	Select the check box. As a result, one year will be divided into the first half and the second half based on the grant date set above. The first half is from April 1st to September 30th, and the second half is from October 1st to March 31st. The second and subsequent grant dates for employees who joined the company during the first half of the year will be October 1, and the second and subsequent grant dates for employees who joined the company during the second half of the year will be April 1.
Give priority to the second base date	Clear the check box.

 

3. Refer to here and enter other items to register.

 

Example of grant

I will explain how the grant is made when the base date is set as described above.

Suppose you set "Number of regular working days per week: 5 days".

 

If you join the company on May 1, 2020

The first grant will be 6 months after the date of joining the company .

From the second time onwards, the grant will be given on October 1st every year.

Number of grants	Grant date	Number of days granted
First grant	November 1, 2020 (6 months after joining the company)	The 10th
Second time	October 1, 2021	11th
Third time	October 1, 2022	12th

 

If you join the company on December 1, 2020

The first grant will be 6 months after the date of joining the company .

From the second time onward, the grant will be given on April 1st every year.

Number of grants	Grant date	Number of days granted
First grant	June 1, 2021 (6 months after joining the company)	The 10th
Second time	April 1, 2022	11th
Third time	April 1, 2023	12th

 

supplement

If you want to give the first grant on April 1st or October 1st depending on the time of joining the company, there are the following three methods.

Please operate by either method.

 

・ For the first time, it will be given manually.

　Set as above, and respond manually for the first time.

　When the alert for those who are eligible for paid leave is displayed 6 months after joining the company, the operation is rejected .

 

・ Create two employee types

　Create two employee types for joining the company in the first half and joining the second half, and make the following settings.
　[Employee type setting for joining the company in the first half of the year]
　　　1st reference date: 6 months after joining the company
　　　Second reference date: October 1st
　　　Check to give priority to the second base date
　[Employee type setting for joining the company in the second half]
　　　1st reference date: 6 months after joining the company
　　　Second reference date: April 1st
　　　Check to give priority to the second base date

 

・Use the employee-specific paid leave setting function

 

By setting "Priority is given to the second base date", it is possible to grant April 1st and October 1st only for the first time, but in this case, it will not be possible to grant separately for the first half and the second half after the second time. increase. See the next chapter for details.

 

Supplement: Behavior when "Priority is given to the second reference date" is set.

I will explain the behavior when "Priority is given to the second base date" is set.

 

As an example, the second base date is set to "April 1", and April 1st to September 30th is the first half of the year, and October 1st to March 31st is the second half of the year.

 

First grant date

If the "second base date" comes before the "first base date", refer to the "second base date". The second base date is April 1st in the first half or October 1st in the second half.

 

Second and subsequent grant dates

The date set as the "second base date" will be the second and subsequent grant dates. If you set the second reference date to "April 1st", it will be "April 1st" from the second time onward regardless of the date of joining the company .

 

Example of grant

If you set "Priority is given to the second base date", we will explain how the grant is made.

Suppose you set "Number of regular working days per week: 5 days".

 

If you join the company on May 1, 2020

The first grant will be on October 1st. From the second time onward, the grant will be given on April 1st every year .

Number of grants	Grant date	Number of days granted
First grant	October 1, 2020	The 10th
Second time	April 1, 2021	11th
Third time	April 1, 2022	12th

 

If you join the company on December 1, 2020

The first grant will be on April 1st. From the second time onward, the grant will be given on April 1st every year .

Number of grants	Grant date	Number of days granted
First grant	April 1, 2021	The 10th
Second time	April 1, 2022	11th
Third time	April 1, 2023	12th