How to do Leave Allocation mid year

Frappe HR
1

Issue Statement:

In my site, previous deverloper who was working on that site allocated 12 casual leaves to every emplyees. Now I am creating other leave types like Earned leaves, Sick Leaves etc. I am little confused how can I do that.

Issue Detailed Description:

If I try to cancel and delete all the previous leave allocations, frappe won’t let me do that because it is linked to the leave application and leave application is linked to the attendance doctype. So I have to cancel all the linked doctypes. This will cause the attendance issue and at the end it will cause issues in the payroll.

I want to allocate the leaves to the employees with the latest leave types.

Please guide me what would be the best way to do that.

2

Yes, you should do the following steps:

  1. You can create new leave type without deletion of old if you not need to delete that.
  2. Create leave types
  3. Assign that leave types
  4. Create leave application
  5. process payroll

If you need to delete the previously created leave types, then you can do it by deleting the linked docs.

Note: ERPNext always provides flexibility to modify/customize the functionalities/process as per your requirements, so you can do these but I would advise you should do only if you have detailed knowledge of system otherwise you may get disturb your processes.

Consider the documentation to know about the processes.
https://docs.frappe.io/framework/user/en/introduction