Leave Types Configuration
Only Administrator role can perform this action.
To configure these settings, start by going to the settings in the left-side menu and selecting the "Configurations" option.
Configurations Option
Then click on the "Leave Types" option in the side menu which appears under Leave Management Category.
Leave Types- Configuration Side Menu
You will be directed to the Leave Types page upon your first visit, where you will see the layout as illustrated below. It displays default leave categories named "Annual Leave," "Sick Leave," and "Unpaid Leave".
Leave Types Page
Add Leave Types
To add a leave type for your company, click on the Add Leave Type button in the right corner of the page.
Add Leave Type button
It will open a side panel that allows you to add a new leave type. In this panel, the "Leave Type Name" is the only mandatory field. Some fields, such as the Colours and icons are pre-configured which you can change. Also, for any new leave type, it will automatically use a non-used colour and icon, while other fields are optional to set up.
Add Leave Type Side Panel
For the Basic info section, you can either select a leave type from the available list or enter the name of the leave type you want.
Leave Type Name box
Then you can set a colour and icon to represent your leave type in calendars and reports.
Basic Info section
For the second and third sections, you have two options: Track Allowance and Requires Approval.
If the "Track Allowance" option is enabled, you will be able to set a fixed number of days for leave. Which means can set a yearly max limit. For example, like 20 annual leave for a year.
If the "Requires Approval" option is enabled, your new leave type will require manager approval when requesting time off; otherwise, it will automatically approve. For example, Sick leave in UK is auto approved when requested.
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Next, you will find a section titled "More Options," which is optional for setting up your leave type.
More options section
In this section, you can choose to enable or disable the requirement for providing a reason for leave. If it is enabled, employees must give a reason for their leave request. Otherwise, it is not mandatory.
In Privacy otherwise visibility, some leave types can be shown or hidden in the team calendar. Certain employees may have access to special leave types that are not available to everyone. If a leave type is marked as "Private," it will be hidden from other users and can only be viewed by the admin, manager, and the approver. Conversely, if a leave type is marked as "Public," it will be visible to everyone in the team calendar.
Additionally, you have the option to deduct this leave from the leave count of another leave type. Deduction from one leave type implies that if you have any type of leave with allowances, that leave can be deducted from those allowances. For example, study leave can be deducted from annual leave. If you wish to do this, you must select the relevant leave type to reduce its leave count.
Once you have set up your new leave type, simply click the save button at the bottom.
If successful, you will see a success message.
You can now view the details of your Leave Type in the page.
Leave Types Details View
View Leave Type
To view the details of a leave type, simply click on the green eye icon.
Leave Type View Button
This will open a side panel showing the details of the configured leave type.
View Leave Type Side Panel
Edit Leave Type
If you need to edit any details of a leave type; click on the edit button which is represented by a pencil icon.
Leave Type Edit button
It will open the side panel again and let you edit your details. After making your updates, click on the Update button in the below to save your changes. Once saved, you will see a success message confirming that the changes were made successfully.
Leave Type Update button
You can see the update success message as below.
Delete Leave Types
To delete a Leave Type, use the delete button, and after confirming, it will be removed from the list.
Leave Type Delete Button
If the deletion is successful, you will see the message below.
Time Off In Lieu (TOIL)
At the bottom of the page, you can find details related to Time Off In Lieu (TOIL). This is a built-in leave type that can be turned on or off. It can be accrued when you work extra hours or days, and you can use it as leave on a regular working day. This system helps you avoid paid overtime. You cannot set up this leave type here; you can only view your TOIL availability and other related information.
To set up TOIL, you need to go to the Leave Rules section. You can check the article related to Leave Rules by clicking here.
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