Leave Master
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Leave Master preparation Option.
Before we begin, let us understand about the need of Leave Master and the usage of this particular activity.
We are going to define the Leaves for the entire organization, and at the time of creation of Employee we can select
which type of leave would be applicable for the employee.
The key functions of a Leave Master Module are:
-
Creation of a New Leave Master;
-
Modification of an existing Leave Master;
-
Deletion of an existing Leave Master.
We will be going through the each of these set of information in detail.
If you are in Employee Menu Drop Down you need to select 
and the screen which appears looks like this;
and the screen which appears looks like this;
You can see the 
option at top right of the screen. Click on this option and you will be directed to the relevant Leave master creation screen.
option at top right of the screen. Click on this option and you will be directed to the relevant Leave master creation screen. 
: Here you input the name with which you are used to identify your Leave.
: This is a system generated automated code
: Select from the drop down list for which type of leave.
: Select the relevant option to specify the Total No. of Leave can be availed during the Month or Year.
: If you want the leave to carry forward to next year, keep this option "ON"
: If you want the leave can be enchased at the end of year or during the year, keep this option "ON"
: Click on this button to save the document prepared by you.
: Click on this button to clear all the values.
: Click on the button to delete any existing master.
: Click on this button to exit the Leave Master form.We are now back to the main screen for the Leave Master.
If you wish to edit/delete the already visible Account data in the list you can do so, please follow the following steps:
Edit: If you wish to Edit a Leave Master, click on 
. The Leave Master will be opened in edit mode, can make the required changes and click on 
to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on 
.
. The Leave Master will be opened in edit mode, can make the required changes and click on to save the changes made by you. If you think that this record is no more required, you can delete the record by clicking on .Delete : If you wish to delete a Leave Master, Click on 
and confirm the deletion.
and confirm the deletion.It is advisable not to delete a Leave if some data are already entered against that Leave. Note that if you have some data are already entered the System will not allow you to delete this record unless you delete all transactions with the Leave.
Bulk Delete : If you wish to delete Leave in bulk then enable the check box 
against each Leave and Click on 
and confirm the deletion. All Leave will be removed which are not used in any transaction.
against each Leave and Click on and confirm the deletion. All Leave will be removed which are not used in any transaction.Export : Click on 
to Export the data as visible in the list to an Excel Sheet.
to Export the data as visible in the list to an Excel Sheet.Search : Type a text to search a particular record.
Group : If you want to Group your display on any particular field, hold that field and drag a little up outside the Grid, your display will be grouped on that field. To remove the groupings drag the field back into the Grid column.
Sort : If you want to sort data on a particular field, click on the label of that field, your data will be sorted on that field. You can reverse the order of sorting by just Double click on the label of that particular field.
Click on 
to Exit from the Leave Master.
to Exit from the Leave Master.We hope you enjoyed this tutorial. Please give us a call for further help. Happy Aligning!