Leave types & set-up

The kinds of leave your staff can take (days a year, how they are earned, carried and paid, who can take them), the weekend and the public holidays, who decides a request, and which user is which employee. Part of the Leave requests & balances add-on.

Steps

  1. Open Leave → Leave types & set-up. On Leave types, press Load the labour-law types to add your country's annual, sick, maternity, paternity and other leave, then change what your policy gives more.
  2. Press New type or Edit: the days a year (and after 5 years), earned day by day or all at the year's start, months of service first, working or calendar days, days carried, the pay, or pay in tiers for sick leave.
  3. On Rules & holidays, set the weekend, who decides a request (the employee's manager or HR, or HR only), the first year kept here, and the public holidays; Add the national days fills your country's fixed ones.
  4. On People, link each employee to their user so they can ask on My leave. The manager is the one set on the employee's profile.

Tips

  • Eid and the other Islamic holidays move every year: add them when they are announced.
  • To stop new requests of a type, turn it off instead of deleting it: requests already made keep its name.
  • Maternity and paternity leave go by the gender on the employee's profile.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Leave requests & balances module. Learn more

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