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How to Assign Casual Leave Policy in Aptora
Aptoraims-team • October 16, 2026

How to Assign Casual Leave Policy in Aptora

Introduction:

               Managing staff leave policies manually can be time-consuming for schools and colleges. An organized leave management process helps institutions maintain staff leave allocations and manage paid and unpaid leave more efficiently.

               Aptora IMS (Institution Management System) provides a Staff Dashboard feature that allows administrators to assign leave policies to staff members.

               In this step-by-step tutorial, you will learn how to assign a casual leave policy in Aptora IMS, including how to select an institution, load staff details, enter leave information, and save the policy successfully.


Prerequisites

Before applying for casual leave in Aptora IMS, make sure you have:

  1. Valid login credentials for Aptora IMS.
  2. Access to the employee or staff account.
  3. The required leave details, including the leave date, reason, and other information requested by the system.

Use the following structure and add your actual Aptora screenshots under each step.

 

 

Step 1: Login to Aptora.

               Open Aptora dashboard and log in using your registered institution credentials.



Step 2: Navigate to leave management module.

            On the left sidebar, click on Staff Dashboard and select Assign Leave Policy.



Select the institution from the dropdown menu and click on Load Staff



Step 3: Apply casual leave.


             The staff details for the selected institution will be displayed. Select all staff members, choose the leave type, select the year, enter the total number of leaves, and set Paid to Yes. Then click Save Selected.



A notification bar will appear at the top of the screen displaying the message "Policy assigned successfully.”



If a staff member needs additional leave, select the required leave type, year, and total number of leaves. Set Paid to No to assign unpaid leave, allowing staff members to apply for additional unpaid leaves.


Conclusion:

            Assigning a casual leave policy in Aptora IMS helps educational institutions organize staff leave allocations. By following the steps in this tutorial, administrators can select an institution, load staff details, configure the leave type and allocation, and save the policy.

           Aptora IMS helps schools and colleges streamline administrative processes through its institution management features, making staff leave policy management more structured and efficient.


Related Tutorial: How to issue a transfer certificate in aptora. 

Looking to issue a transfer Certificate(TC) in Aptora IMS? Read our step-by-step guide:

https://www.aptora.in/blog/how-to-issue-a-transfer-certificate-tc-in-aptora-step-by-step-guide


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