Rank Allocation
Default days per leave type for every employee on a rank. This is the middle tier of the entitlement chain: an individual figure on the Entitlements page wins over it, and the leave type's default days apply when neither exists.
Where: HR → Leave Management → Rank Allocation · Who: HR administrators
Before you start: the ranks under HR setup and the leave types on Leave Setup must exist.
The screen
The left panel, Add/Edit Leave Per Rank, is a three-field form. The right panel, List of Leaves Per Rank, is every allocation already saved.
| Field | Meaning |
|---|---|
| Rank | The grade the default applies to |
| Leave Types | Which leave type |
| Days | Days per full leave year for everyone on that rank who has no individual figure |
Steps
- Pick the rank and the leave type, type the days, press Save. The row appears in the list.
- To change one, press the pencil on its row; the form fills; press Save again.
- To remove one, press the bin. You are asked "Do you really want to delete permanently?".
- Run the accrual (from Entitlements or Leave Setup) so the new figure reaches the balances without waiting for the nightly job.
What happens next
The accrual resolves each employee's base entitlement as individual figure, otherwise rank allocation, otherwise type default. For the accruing type the rank figure is then pro-rated by months of service. For a flat type such as sick leave it is used whole.
The Entitlements page shows where a figure came from: an inherited figure is printed in grey with a tooltip such as "Inherited — 24 days · Officer rank", and its Calculation dialog names the source on the Base entitlement line.
Common questions
Somebody was promoted mid-year. Which rank counts? The employee's current rank at the time the accrual runs. Because the accrual recomputes the whole year at the new rate, a mid-year change is retrospective. Type an individual figure on the Entitlements page if you want to freeze the old rate.
I saved but nothing appeared. This older screen does not show a success or failure message. Check the list on the right; if the row is missing, the save was refused (usually a missing rank or type). Press Refresh on the Entitlements page rather than on this screen; the refresh button here does nothing.
Do I need an allocation for every leave type? Only the ones whose allowance differs by rank. A type with a sensible Default days on Leave Setup needs no rank rows.