Leave types

To manage Leave types, open General settings → Leave types.

You’ll see the list of all leave types with options to edit and add new ones.

Leave types can be customized to suit your company:

• Name representing the leave
• Colour used on calendar
• Effect on allowance:
  • deduct from allowance: draws from holiday allowance
  • add to allowance: adds to allowance (e.g., Overtime)
  • no effect: no change to allowance (e.g., Working from home)
• Auto approve: automatically approve requests of this type
• Limit: maximum days per year for this type (often used for non-deducting types like Sick Leave)
• Advance Notice: days in advance the leave can be booked (admins can override). For example, if you specify 10 days for vacations, any vacation request can only be booked 10 days in advance. However, when a leave request is booked by an admin, this setting is overridden, allowing the admin to book leave on behalf of an employee at any time.

For each leave type you can:

• Edit leave type
• Archive leave type
• Move to top
• Delete leave type (only if no bookings exist; otherwise archive)

Edit leave type brings up the leave type screen where any filed can be added. Please do not forget to Save changes once done.

Archive leave type moves Leave type from the active to archived list. In can no longer be selected for booking but can be restored for future use if need be. To restore leave type simple chose it from the list of archived and in the top right corner use menu to Restore Leave type. It will be automatically moved to the list of active leave types and can be accessed for booking.

Move to top option simply puts selected leave type as the first employee will see while booking. So the most popular one like Holiday can the first one to access when booking leave.

Delete leave type option deletes leave type irrevocably without possibility to restore it. If any bookings were made with selected leave type it can not be deleted only archived.