Customizing Leave Management for Quarterly Allocation and Probation Periods in ERPNext

ERPNext Customize ERPNext
1

Hello ERPNext Community,

I’m looking for insights on customizing the leave management system in ERPNext. Our organization wants to shift from a yearly to a quarterly leave allocation system and incorporate different leave policies for employees on their probation period. Here’s what we’re aiming to achieve:

  • Transition leave allocation from an annual to a quarterly basis.
  • Implement a different leave policy for employees during their probation period, including leave calculation and reallocation of unused leaves.

The challenge is integrating these requirements into ERPNext, considering its default setup for annual leave management.

Questions:

  1. How can we configure ERPNext to manage leave allocations on a quarterly basis?
  2. What’s the best approach to handle different leave policies for probation periods, especially for calculating and reallocating leaves?

Any guidance, experiences, or suggestions on setting this up would be greatly appreciated!

Thanks in advance for your help!