Leave Allocation in Frappe HR: Granting Leave Balances to Employees
A Leave Allocation grants an employee a number of leaves of a particular type for a period. It’s the record that actually gives someone a leave balance to draw on every Leave Application is checked against it. Most allocations are created automatically, but you can also create them by hand for one-off cases.
You will find it under Home > Human Resources > Leaves > Leave Allocation.
BEFORE YOU START
Have the Employee and Leave Type ready. If you’re allocating against a defined period, your Leave Period should exist too.
How allocations are usually created
In day-to-day use you rarely create these one at a time. A Leave Policy Assignment generates allocations for all the leave types in a policy, and the Leave Control Panel creates them in bulk for many employees. Creating a Leave Allocation directly is mainly for corrections or special grants outside the regular policy.
How to create a Leave Allocation manually
- Open the Leave Allocation list and click New.
- Select the Employee and the Leave Type.
- Set the From Date and To Date the allocation covers.
- Enter the New Leaves Allocated, the number of leaves to grant.
- If the leave type allows it, tick Add unused leaves from previous allocation to carry forward the leftover balance.
- Save, then Submit.
On submission, the allocation creates a Leave Ledger Entry that increases the employee’s balance for that leave type.
Carrying forward unused leaves
When a leave type has Is Carry Forward enabled, the option to add unused leaves from the previous allocation lets you roll over the leftover balance into the new allocation, on top of the fresh leaves you’re granting. If the type doesn’t allow carry-forward, leftover leaves simply lapse.
NOTE
Because allocations drive leave balances, prefer creating them through a Leave Policy Assignment or the Leave Control Panel for routine entitlements, it keeps everyone consistent. Reserve manual allocations for genuine exceptions.
TIP
If a balance ever looks wrong, open the employee’s Leave Allocations and Leave Ledger for that type every grant, carry-forward, and deduction is recorded there, which makes tracing a discrepancy straightforward.
Related Topics
- Leave Policy Assignment
- Leave Control Panel
- Leave Type
- Leave Application
- Leave Ledger Entry
- Earned Leaves
SUMMARY
A Leave Allocation grants an employee leaves of a given type for a period and forms the balance their Leave Applications draw against. Allocations are usually generated automatically by a Leave Policy Assignment or the Leave Control Panel, but can be created manually by selecting the employee and leave type, setting the dates, entering New Leaves Allocated, optionally carrying forward unused leaves, and submitting. Each allocation posts a Leave Ledger Entry that raises the balance.
