PAYROLL: Leave Advance Policy - Employee Assignment & Auto Selection during Approval

What's New

Admins can now assign Leave Advance Policies to employees individually or in bulk, and the system will automatically apply the assigned policy during leave advance approval.

This enhancement reduces manual effort and speeds up approval workflows for payroll and finance teams.

Key Enhancements

Employee-Level Policy Assignment

Leave Advance Policies can now be assigned directly from the employee profile.

Location: Employee Job Details → Other

• Optional field
• Default value: Not Set
• Policy is stored at the employee level

Bulk Policy Assignment

A new payroll import option allows admins to assign or update Leave Advance Policies for multiple employees through Excel.

• Bulk assign or update policies
• Latest import overwrites the existing employee-level assignment
• Approved, Pending Payment, and Paid requests remain unchanged

Automatic Policy Selection During Approval

If a policy is assigned:

• The policy is automatically fetched during approval
• Manual policy selection is hidden

If no policy is assigned:

• Admin can manually select a policy for that request
• The selected policy applies only to that request and does not update the employee profile

Enhanced Bulk Approval

• Requests with assigned policies use their existing policy automatically
• If any selected request has no assigned policy, admins can choose a fallback policy for those requests
• Added Assigned Policy filter and column for better visibility

Benefits

• Faster leave advance approvals
• Reduced manual effort for payroll and finance teams
• Consistent policy application across requests
• Easy bulk policy assignment and maintenance

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