Leave Control Panel in Frappe HR: Allocating Leaves in Bulk
The Leave Control Panel is a tool for allocating leaves to many employees at once. Instead of creating a Leave Allocation per person or a Leave Policy Assignment one employee at a time you filter down to a group, choose what to allocate, and apply it to everyone in a single action. It’s how most teams roll out their annual leave entitlements.
You will find it under Home > Human Resources > Leaves > Leave Control Panel.
BEFORE YOU START
Have the relevant pieces ready depending on how you’ll allocate: your Leave Types, and either a Leave Policy (if allocating by policy) or the Leave Period and dates you want to allocate against. Your Employee records should already exist so they can be loaded by the filters.
How to allocate leaves with the Control Panel
- Open the Leave Control Panel.
- Choose the basis for allocation either a Leave Policy (which allocates all the leave types in that policy) or a single Leave Type with a specific number of days.
- Set the dates the Leave Period, or the From Date and To Date the allocation should cover.
- Narrow down who receives the leaves using the filters Company, Employment Type, Branch, Department, Designation, Employee Grade, and similar fields. The matching employees load into the list.
- If you’re allocating a single leave type, enter the number of leaves to grant, and set Carry Forward if unused leaves from a previous allocation should roll into this one.
- Review and select the employees you want from the loaded list.
- Click Allocate Leave (or Allocate) to create the allocations.
Frappe HR then creates a Leave Allocation for every selected employee in one go the same records you’d get from allocating individually, just produced in bulk.
Allocating by policy vs by leave type
- By Leave Policy: the cleanest route for a full annual rollout. Every leave type in the policy is allocated to each selected employee with the quantities the policy defines effectively a bulk Leave Policy Assignment.
- By a single Leave Type: handy for topping up or granting one specific kind of leave to a group for example, adding a few extra privilege leaves to one department without touching their other balances.
NOTE
Allocating through the Control Panel produces the same Leave Allocation records as doing it by hand, so balances, carry-forward, and the leave ledger all behave exactly as normal. The panel only changes how many you create at once, not how allocations work.
TIP
At the start of each leave period, lean on the filters to do your rollout in clean batches for instance, allocate the standard policy to one grade or department at a time. It’s easier to verify each batch looks right than to allocate to the entire company in a single pass.
Related Topics
- Leave Allocation
- Leave Policy
- Leave Policy Assignment
- Leave Period
- Leave Type
SUMMARY
The Leave Control Panel allocates leaves to multiple employees at once. Choose whether to allocate a full Leave Policy or a single Leave Type, set the period or date range, filter employees by company, department, branch, designation, or grade, optionally set carry-forward and the number of days, select the employees, and click Allocate. It creates standard Leave Allocations in bulk same records, same behavior making it the go-to tool for rolling out annual entitlements or topping up a specific leave for a group.
