Add Leaves

Path

Dashboard → Profile → HRMS → HRMS Setting → Leave tab → + (Add from template / Add leave)

Flowchart: Dashboard → Profile → HRMS → HRMS Settings → Leave Tab → (+) icon → Add from Template or Add Leave

Dashboard — click Profile (top right), then select HRMS in the sidebar.

HRMS section with HRMS Setting and HRMS Leave cards

HRMS — select the HRMS SETTING card to configure leaves.

HRMS Setting — Leave tab with + Add leave options

HRMS Setting — Leave tab. Click + for Add From Template or Add leave.

Step-by-step instructions

1

Go to Dashboard and select Profile

From the Dashboard, click Profile (user/company icon in the top right) to open profile settings.

Dashboard — open Profile from the top bar.

2

Select HRMS, then HRMS Setting

In the left navigation, click HRMS. On the HRMS page, select the HRMS Setting card (settings/gears icon).

HRMS — select the HRMS SETTING card.

3

Select Leave tab, then click the + icon

Inside HRMS Setting, click the Leave tab. Then click the blue + button (top right of the leave table). You will see two options: (a) Add From Template — to add from predefined leave templates — and (b) Add leave — to create a new leave type manually.

Leave tab with + button showing Add From Template and Add leave

HRMS Setting — Leave tab. Click + for Add From Template or Add leave.

Add from template / Add leave

(a) Add From Template

Opens the Leave Template modal with a table of predefined leave types. Templates include: Exam Leave (EXL), Sick Leave (SL), Earned Leave (EL), Audit Leave (AL), Tax Filing Leave (TFL), Training Leave (TL), Grace Period (GP), and Optional Holiday (OH). Each row shows Leave Name, Leave For (MALE, FEMALE, OTHERS), Leave Abbreviation, and Hours. Use the action icon on a row to add that template as a new leave type.

Leave Template modal with predefined leave types

Add From Template — choose a predefined leave and add it to your leave list.

(b) Add leave

Opens the Add Leave form to create a leave type manually. Fill in the required fields (marked with *):

Leave Name — full name of the leave type
Leave Abbreviation — short code (e.g. CL, SL)
Leave Payable: Yes — checkbox if the leave is paid
Applicable Genders — MALE, FEMALE, OTHERS as needed
Credit Frequency — leave credit type
Next Credit Date — date picker
Past Days, Future Days
Leave Type — dropdown
Hourly Count, Sandwich, Optional, Auto Approved — checkboxes as per policy
Max Count — maximum leave days (required)
Max Count With Holiday — optional

Click Save to add the leave type.

Add Leave form with name, abbreviation, applicable genders, credit frequency, and options

Add leave — enter leave name, abbreviation, applicable genders, credit settings, and options, then Save.

Video Tutorial

Watch this video for a step-by-step walkthrough of adding leaves in CA Cloud Desk—Dashboard → Profile → HRMS → HRMS Setting → Leave tab, then Add from template or Add leave. You can also use the View PDF Guide button in the left sidebar to open or download the full guide.

Tutorial: Add Leaves in CA Cloud Desk Watch on YouTube